Users can now more easily define a broader view of all fund balances, which can be reviewed in the fund trial balance and fund trial balance reports.

Using the Chart of Accounts Dialog users can assign accounts to groups or subgroups on the fly or determine where an account is assigned with complex filtering capabilities. With enhanced binder synchronization, users can continue working while the binder is still synchronizing in the following ways: opening a binder immediately after initiating a full or express synchronization to continue working while synchronizing; initiating a full or express synchronization from an open binder; or selecting a workpaper that is synchronizing, which will then be reprioritized in the synchronization queue.

After synchronization is complete. the workpaper will open automatically.

The system also now offers one-click sign off of workpapers, a more streamlined method of signing off on workpaper by preparers and reviewers.

Price: licenses start at $1,790. CCH: (800) 739-9998.