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
to show only unresolved items and more. Open it directly into MS Word for further editing
with a simple click of a button.
(sample page below printed from Word.)
to show only unresolved items and more. Open it directly into MS Word for further editing
with a simple click of a button.
(sample page below printed from Word.)