Groups in Cimplico Workpapers help organise and manage collections of entities under a single structure. These groups streamline workflow and provide clarity when dealing with related entities.
Examples of groups include:
Family groups or partnerships
Corporate groups with associated entities
Aligning groups in Cimplico Workpapers with your practice management software ensures consistency. Integrations like FYI make this process seamless by allowing you to sync groups directly.
How to Manage Groups
You can manage groups in Cimplico Workpapers in the following ways:
Manually add groups: Add individual or multiple groups via bulk uploads.
Add groups from FYI: Import and sync group structures directly from your FYI integration.
Edit or update groups: Update group details or reallocate entities as needed.
💡 Tip: Refer to Choosing the best method to import entities and groups to determine the optimal setup for your firm.
Key Facts About Groups
Entities can belong to only one group: Each entity is assigned to a single group at a time.
Groups are optional: Entities can function independently without belonging to a group.
Group pages offer consolidated insights: Group pages include:
Summaries and insights about the group
A view of all entities within the group
Workpapers and files associated with the group