CASE MANAGEMENT FOR
A robust set of case management
functions and features for audtios
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.