This page provides a curated collection of resources to assist firm administrators managing their own implementation of the Cimplico platform. These guides cover everything from initial setup to creating your first workpaper, empowering you to onboard effectively.

Get started by setting up your account and your firm’s profile.

Invite team members, assign roles, manage permissions, and ensure access for all users.

Connect tools like Xero and FYI to streamline workflows and ensure seamless implementation.

Learn how to add entities and groups manually, via bulk uploads, or through integrations.

Configure your firm’s checklists and procedures to create consistent and efficient practices.

Create your first workpaper, assign team members, and apply templates effectively.
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This comprehensive resource library ensures you have everything you need for a smooth internal implementation of Cimplico Workpapers.