Cimplico Workpapers is a cloud-based workpapers platform for accounting and professional services firms. Firms use Cimplico Workpapers to prepare, review and approve compliance workpapers, with the same structure applied across every job.
Who uses Cimplico Workpapers
Cimplico Workpapers is used by accounting firms in Australia and New Zealand, from small partnerships through to firms with more than 100 staff.
It suits firms that:
Prepare compliance workpapers across a large number of entities
Want every team member working to the same structure rather than their own version of it
Want to cut repetitive work that adds no value
Want a workpapers platform that fits the app stack they already run
Want visibility across the whole firm, not one job at a time
Want to move away from the version control problems and inconsistency that come with traditional workpapers
What firms use it for
Building workpapers directly from a client's trial balance, with reconciling entries and supporting schedules held against the relevant worksheets
Running the same set of procedures and checks on every job, defined once at firm level
Working through Australian tax and compliance calculations without rebuilding them each period
Drafting and posting journals, with the adjusted trial balance visible before anything is posted
Reviewing and approving through defined roles, with checks that must clear before a workpaper can be finalised
Seeing the status of every open workpaper across the firm
For detail on each of these, see Our Key Features.
What it connects to
Xero. Import entities and trial balance data directly from Xero. See Cimplico + Xero Overview.
FYI. Link documents held in FYI to a workpaper, so files stay in your document management system. See Using FYI files within Cimplico Workpapers.
Atosa. Automatically import ATO data to our in-built Calculations with our Atosa integration. See Atosa.
Clients on other ledgers, including MYOB and QuickBooks, are brought in by importing the trial balance rather than through a direct connection.