Working Papers has an extensive list of features to facilitate electronic review notes, history and milestones, and role sign offs. Together, these features are discussed under Electronic Review and Sign Off.
Working Papers offers several features to import, export, and copy data from your existing client files into Working Papers.
SmartSync is a file synchronization system that can support several people working together on a Working Papers client file simultaneously. SmartSync enables a team to work independently on the entire client file while providing each online member with instant updates on work completed by other members.
Working Papers can extract information from CaseWare Cloud. Publishing a file to Cloud allows the strongest integration, however, it is possible to integrate with Cloud while publishing the file to a non-Cloud SmartSync server.
Working Papers offers seamless integration with Active Directory with our own Data Store Administration Tool to import your users and assign them to groups. The Working Papers' Protection system enables administrators to control the allocation of work and access to client files.