Navigate to workpapers.cimplico.com to begin and select 'Sign Up'.
Step 1: Choose your login method
You have two options:
Email and password — Enter your email address and create a password, then click Continue.
Xero Single Sign-On — Select Sign in with Xero and follow the prompts to authenticate via your Xero account.
💡 Tip If your firm uses Xero, sign in with Xero. It's faster and means one less set of credentials to manage.
Step 2: Enter your details (email and password only)
If you signed up using email and password, complete the About You section:
Enter your Given Names.
Enter your Family Name.
Click Continue.
ℹ️ Note: If you used Xero Single Sign-On, this step is skipped. Your name is pulled automatically from your Xero account.
Step 3: Join your firm
Once you've created your account, you'll see a list of firms you've been invited to join.
Locate your firm in the list.
Click Join to access it.