CCH® ProSystem fx® Workpaper Manager

Make your existing workpapers more efficient with one centralized hub to speed workflow and drive collaboration for tax, accounting, and finance departments.

Yes! I want to see how to minimize data entry and maintain compliance.

Automate Your Corporate Workflow Process with Workpaper Manager

Minimize time spent organizing workpapers and work with files in the same native format you already use.

CCH ProSystem fx Workpaper Manager enables you to:

  • Incorporate existing Microsoft® Word and Excel® workpapers into your period.
  • Quickly roll forward an entire binder with a single mouse click.
  • Automate new projects with customized binder templates.
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Find out how Workpaper Manager drives efficiency for corporate tax and accounting professionals

Use Workpaper Manager to automate your team’s workflow and get one centralized hub to store and access workpapers.
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Efficient Roll Forward

Instantly roll forward an entire binder with every workpaper and report in place. Workpaper Manager allows you to archive prior period binders and start fresh with only next period notes in place — ready for team work and editing.

Archive work
Versatile Trial Balance

Import trial balance data easily from virtually any general ledger system and select only the account balance types and journal entries you need. Workpaper Manager is the only trial balance system built using Microsoft® Excel® and Word technology on top of a powerful SQL database.

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Save Time

Automate tax return processes from trial balance import through e-filing. Streamline federal, state, and city tax compliance from the start by leveraging integration with CCH® ProSystem fx® Workpaper Manager, CCH® ProSystem fx Tax, CCH Axcess Tax, CCH Axcess Document, CCH® ProSystem fx Document, CCH Axcess Workstream, and CCH Axcess Portal.

Take Control of Your Workpapers

Ready to take control of workpapers?

CCH ProSystem fx Workpaper Manager supports better workflow by allowing your data to flow automatically into CCH ProSystem fx Tax and all related workpapers.

Workpaper Manager testimonial

Reasons Your Peers Use Workpaper Manager

“The combination of Wolters Kluwer tax compliance software and CCH ProSystem fx Workpaper Manager makes mapping our G/L effortless, one easy motion and you're done!”

Jim Fiorenza, Tax Manager, Tidewater Inc.

“With CCH ProSystem fx Workpaper Manager, we've made all of our accounting processes and files paperless. No more misplaced and worn documents! It's just so much faster
— now just click a button, it's there.”

Mendi Hawkins, Tax Manager, Rebel Oil Company

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Discover how to take your organization’s productivity to the next level by identifying and removing the gaps to being truly paperless.