MTS Agents App vs Workiva CA

MTS Agent App streamlines tax management for agents, making it easier to support clients with secure and efficient services. From taxpayer registration to record-keeping, the app equips you with the tools to handle multiple clients with confidence. Built with strong privacy and security standards, it keeps sensitive data protected while simplifying compliance tasks. Whether you manage a few clients or an extensive portfolio, the MTS Agent App helps you deliver reliable tax support with less effort.

Workiva Mobile keeps you productive wherever work takes you. No need to pause when you step away from your computer: review documents, presentations, and spreadsheets right from your mobile device. Download PDFs for offline access, manage permissions, view, reply to, or add comments all from your phone. Major benefits: • Collaborate on the go — continue working when away from your desktop • Work on your terms — choose your language and device • Reduce your risk — keep your data secure in the Workiva platform What you can do with the app: Control Access • Edit permissions to files • Share file links Find and Review Your Documents • Search within a workspace for files (documents, presentations, spreadsheets) • View files in app • Check what reviews you’ve been assigned and handle them via mobile or tablet Respond To or Add New Comments • Respond to comments you are tagged in • Review comment threads and navigate to the original file • Add new comments as needed Work on Your Terms • Download PDFs to work offline (flying somewhere?) and then upload your marked up PDF when you have online access • Select from multiple in-app language translations NOTE: This app requires a Workiva platform account.