The Workpaper Hub assembles each client's return: documents are classified and read, fields are extracted with a confidence score, the questionnaire prefills from last year, and variance flags what changed.
Cedar & Co. · 1040 · TY 2024
Extraction, review, questionnaire, and variance, so your team reviews instead of compiling.
Uploaded documents are auto-typed and read, with a confidence score per document and per field.
Review low-confidence fields, edit values, and leave a “Why?” note that feeds the extraction back to the model.
Prior vs current amounts side by side, with the variance in dollars and percent, so changes surface early.
1040, 1120, 1120-S, and 1065 questionnaires prefill from prior-year data, review and confirm.
Import a prior-year backup from UltraTax CS or CCH Axcess to drive prefill and variance.
Export a bookmarked PDF binder of every source document, an organizer, or the whole thing as a zip.
The War Room is the firm-wide pipeline, every return's stage, deadline, and owner. The Workpaper Hub is the single-client workspace where uploads and backups become a review-ready workpaper: classification, extraction, questionnaire, and variance.
Every document and field carries a confidence score, color-coded so your team reviews the low-confidence items first. Edited fields keep a reviewer note that feeds back as extraction guidance.
Import a prior-year backup from UltraTax CS or CCH Axcess. It prefills the questionnaire and drives the prior-vs-current variance table so changes surface before prep starts.
Export a bookmarked PDF binder of every source document, a client organizer, or the entire workpaper as a zip.
Review-ready, not from scratch.
The workpaper assembles itself from the source documents and last year's data, so your team spends its time reviewing rather than compiling.