Work through the guides to get set up, onboarded, and create & complete workpapers!
About Cimplico Workpapers
Cimplico Workpapers is a first-class, cloud-based solution to simplify the preparation of accounting compliance workpapers.
Using advanced logic and sophisticated algorithms, Cimplico Workpapers guides users throughout the preparation, review and approval process, ensuring compliance with quality standards efficiently.
As a solution built for modern accounting firms, it was integral that Cimplico Workpapers provided firms with a cloud solution focused on 3 primary aspects:
Control & Governance
Efficiency
Visibility
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)