Our Core Principles
At Cimplico Workpapers, we’re driven by three key principles that shape every feature of our platform: Control & Governance, Efficiency, and Visibility. These principles ensure our solution meets the unique challenges of modern accounting firms, empowering you to work smarter and more confidently.
Control & Governance
Gain peace of mind knowing compliance workpapers are being completed following our rigid control & governance measures while maintaining the flexibility you need to operate, such as:
Configurable checklist and procedure templates at the firm-level
Role and entity-specific procedures
Explicit roles and inherent privileges in the app
Detailed audit trail of worksheet-related events
Automatic control checks to prevent the review and final certification of a workpaper if items are outstanding
Automatic update of review and certification status when data changes
Efficiency
Leverage the following efficiency-boosting features to optimise your firm's preparation of compliance workpapers:
Integrations
Advanced searching & filtering of data
Worksheet-specific checklist items
Automations (Coming soon)
Visibility
Reduce the time spent requesting status updates on jobs and take advantage of Cimplico Workpapers to track progress on work, thanks to:
Firm-wide insights
Group and entity-specific workpaper tracking
Workpaper dashboard providing an overview of a specific workpaper's progress
KPIs and alerts (Coming soon)
Why These Principles Matter
By combining Control & Governance, Efficiency, and Visibility, Cimplico Workpapers offers a solution that not only simplifies your processes but also enhances the quality and compliance of your work. These principles ensure you can:
Operate confidently with a controlled and governed workflow.
Save time and resources with streamlined processes.
Make data-driven decisions with greater clarity.