Historically, in traditional paper-based workpapers, accountants have had the flexibility of organizing workpapers into binders in any order that makes sense. Some workpapers come from Excel or Word files printed to paper and some are hard copies provided by clients. In going paperless, accountants have lost much of this flexibility. Most document management systems and engagement packages do not allow you to organize items at anything below the file level. Although an Excel file might have numerous sheets, it can only be organized and referenced at the file level.
Join Executive Editor Darren Root, CPA.CITP and Dave Wyle, CPA.CITP as they help attendees:
- Take a closer look at the above mentioned limitations
- Learn how leading edge accounting firms are solving these problems
- See how workpaper organization can be done at the document element level with a tool called SPbinder
Tuesday, September 20, 2011 – 2PM EDT
Receive 1 hour of free CPE credit for participating in this live webcast.