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Onboarding With Workpapers
Welcome to the Setup Course! πŸŽ“
Welcome to the Setup Course! πŸŽ“
Updated over a week ago

Cimplico Workpapers is an easy-to-use, simple-setup application to manage your firm's accounting compliance workpapers. Workpapers' cloud-based nature means you can get your firm started in a few easy steps from your web browser. When you sign up, you'll have 30-day access to Cimplico Workpapers with no credit card required.

This article outlines the steps required to set up Cimplico Workpapers in your firm and links you to the relevant articles covering these steps in more detail.

Before you begin

Before proceeding with the setup, it's highly encouraged you refer to our planning for your implementation article, which introduces different implementation approaches and advice regarding the migration of data, allocation of project champions, staff training and learning, and a recommended implementation plan.

Setup steps


The firm administrator is responsible for establishing the firm in Cimplico Workpapers; therefore, the account used to establish the firm is linked to the firm. It is recommended firms use a firm-wide email rather than an employee's work email to avoid the case where the employee account cannot be accessed.


Read FYI Setup & FYI Onboarding articles If you are using FYI or looking to implement FYI. You can leverage the integration for your onboarding process.

Below are the steps required for setup, each linking to an article guiding you through the step in detail.

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