How is SPbinder different from Workpapers CS?

SPbinder is specifically designed for tax return preparation while Workpapers CS is intended for trial balance-based engagements or more general workpapers. SPbinder gives users the tools for highly flexible tax workpaper organization. Its wide array of tick marks and annotations are tax return preparation specific.

Additionally, multi-page PDFs are automatically split so each page can be bookmarked separately in SPbinder. Workpapers CS’s functionality is far more rigid, forcing users to instead drag and drop individual PDF documents into separate folders for organization.