This means: • Client engagements are quickly and easily set up and maintained by business users, without programming • Business rule and tax code changes can managed by subject matter experts and propagated without losing preparer data • Tax professionals are able to work “offline’ but share & manage data and formulas at the cell level between engagement teams • Project workbooks are dynamically sized to specific taxonomy needs creating an optimal user experience By using Boardwalk’s unique data management platform, tax firms can reduce risk and transform their tax planning operations by increasing internal controls, increasing responsiveness to clients, and optimally aligning task complexity with resource experience - all while maintaining the Excel user

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