CASE MANAGEMENT FOR
A robust set of case management
functions and features for audtios
and supervisors.
Manage a single, fully electronic case folder that provides
comprehensive case tracking and review features.
Powered by RSI’s Portfolio Warehouse system
Case Management for TaxMaster provides several
collaboration and workflow utilities for managing work across
With Case Management for TaxMaster, auditors have complete mobility and
can check out and download assigned cases to their devices to conduct field
audit activities using TaxMaster.
Case Management for TaxMaster
provides centralized storage for all
audits and their related documentation
(workpapers, forms, etc.) and allows
universal access for authorized users.
Audit Managers can review their total
audit workload and the specific
assignments across their auditor team
and the status of every audit.
Case Management for TaxMaster
comes with a set of standard reports
for Audit Managers. The reporting
includes audit volume, total revenue,
auditor time spend on audits, etc.
