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Introduction

Learn the core concepts of Cimplico Workpapers

Marco Fiumara avatar
Written by Marco Fiumara
Updated over a week ago

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.
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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)

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