Review Checklist

    Does your firm currently use a due diligence checklist? 1040 Review provides a more efficient 'smart' checklist with capabilities beyond what you can do with a manual or spreadsheet checklist. It is fully customizable with the ability to add your own custom questions, or delete any existing items. The customizations can be performed for all clients, or on a per-client basis and will carry from year to year. Use it on-screen with productivity features to help you complete it faster such as view filters Checklist filter feature to show only unresolved items and more. Open it directly into MS Word for further editing with a simple click of a button. Open in Word feature (sample page below printed from Word.)

Checklist page sample 219k