Cimplico Workpapers Features Explained
Cimplico Workpapers is packed with features that simplify and optimise your compliance workflows. This article highlights the key tools and benefits, helping you understand how Cimplico Workpapers supports better control, greater efficiency, and enhanced visibility across your firm.
Cloud-Based Platform
Access your workpapers securely from anywhere, enabling remote collaboration and real-time updates.
Trial Balance and Worksheets
Automatically generate worksheets with built-in calculations and reconciling entries.
Manage internal comments, checklists, and reviews directly from the trial balance, eliminating unnecessary navigation.
File Management
Store and organise files hierarchically across workpapers and entities.
Preview files in-browser and integrate with document management systems like FYI for seamless synchronisation.
Journals
Create, draft, and review journals directly within the platform.
Preview adjusted trial balances and control posting permissions to ensure accuracy.
Customisable Procedures and Checklists
Build firm-level templates to ensure compliance and consistency at a job-level and account level
Workpaper Dashboard and Insights
Monitor progress firm-wide, with detailed breakdowns by group or entity.
Identify blockers and track deadlines to keep engagements on schedule.
Collaboration and Communication
Tag users, create internal comments, and draft client queries directly within workpapers.
Facilitate clear, structured communication using built-in tools.
Role-Based Access Control
Assign permissions based on roles (e.g., preparer, reviewer, approver) to maintain security at a firm-level and accountability at a workpaper level
Control Checks and Audit Trail
Automatic checks ensure tasks are completed before finalisation.
Detailed audit trails track all actions for transparency and compliance.
Advanced Search and Filtering
Quickly locate workpapers, worksheets, or specific entries using powerful search tools.
Filter by entities, roles, or statuses to streamline workflow management.
Automations and KPIs (Coming Soon)
Automate routine tasks like status updates and deadline tracking.
Gain insights with KPI tracking and alerts to stay ahead of key milestones.