Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Document Retention Cloud Software Suggestions

jasontaylorcpa
Level 1

Looking for software recommendation. I build tax binders like audit binders. I have used both CCH Engagement and Thomson Reuters Workpapers. I would like to move to a cloud based option instead of using a their VPN style. Does anyone have recommendation that allow audit binders with tick marks, sign offs for preparer and reviewer, and finalizing/locking workpapers and binders? Thanks

0 Cheers