Setting up Cimplico Workpapers in your firm

Created by Marco Fiumara, Modified on Wed, 15 Feb 2023 at 08:51 AM by Marco Fiumara

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 signup, you'll have 30-day access to Cimplico Workpapers with no credit card required.

This article will outline the steps required to setting up Cimplico Workpapers in your firm and link 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 Before you begin article, which introduces different implementation approaches as well as advice regarding migration of data, allocation of project champions, staff training and learning, and a recommended implementation plan. 

Setting up Cimplico Workpapers

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 over an employee's work email to avoid the case where the employee account cannot be accessed.

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

  1. Create an administrator account
  2. Create a firm
  3. Invite users to join your firm
  4. Add entities to your firm
  5. Group your entities
  6. Configure your subscription

Staff Training and Learning

While you're getting everything setup, your staff can begin working through the provided lessons to ensure your firm is able to hit the ground running and start benefiting from Cimplico Workpapers! More information on the learning & training lessons can be found in our Learning Workpapers article. 

Leveraging an implementor

To streamline setup and onboarding, firms are highly encouraged to make use of an implementor. More information about leveraging an implementor can be found in our Using an implementor article.

If you're ready to gain greater control, efficiency, and visibility over the preparation of accounting compliance workpapers, signup now!

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