SPbinder features

Workspace

Learn how to navigate SPbinder. Adjustable workspace modules create an intuitive user experience with one-click navigation paths and maximum utilization of screen space.

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Annotations

Learn how to annotate workpapers with the digital versions of familiar annotations like tick marks, stamps, shapes, highlighters, and text boxes.

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Notes

Learn how to collaborate with team members in Note threads, cross reference Notes with workpapers, and create a communication bridge between preparation and review.

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Cross-References

Learn how to create one-click hyperlinks between workpapers. Reference specific amounts and create relationships to make review quicker and easier.

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Calculator Tape

Learn how to generate Calculator Tape and operate the digital 10-Key. Enjoy the digital convenience of a centralized Calculator Tape panel.

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Index Tree

Learn how to navigate, sort, and manage digital workpapers in SPbinder’s intuitive folder tree layout. Perform quick bulk actions on multiple documents.

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Review Tree

Learn how to navigate review items in one centralized location. Keep track of what you’ve already completed and address changes to the binder as they occur.

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Multi-Level Sign-offs

Learn how to ensure that all workpapers pass through designated levels of preparation and review with role-specific sign-offs. Track all changes in an automatically stamped log.

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Leadsheets

Learn the fundamentals of SPbinder’s most powerful, game-changing review tool. Address all final amounts in one centralized location with one-click source document references.

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K-1 Reclass

Learn how to reclassify data captured from K-1 supplemental pages. Skip the Excel detour and assign appropriate income and expense categories directly in SPbinder.

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