Currently Cimplico Workpapers provides two templates:
A procedure template called Cimplico Template
A checklist template called System Checklist
These templates are designed to support annual compliance tasks, such as preparing financial statements and tax returns.
💡 Recommendation: We encourage you to review these templates and tailor them to suit your firm’s specific needs. For guidance on how to customise templates effectively, refer to What are the best practices for managing firm checklists and procedures?.