Overview of Workpapers

Created by Marco Fiumara, Modified on Wed, 15 Feb 2023 at 08:47 AM by Marco Fiumara

What makes Cimplico Workpapers great?

Trial balance-based

Full compliance worksheets are automatically generated from all accounts in the trial balance to provide users with the ability to add commentary and supporting evidence.

File management

Cimplico Workpapers supports the linking of files and external links to worksheets. Files can be stored and referenced from workpapers, entities or groups. Files can be viewed within the browser or checked-out of the system when downloaded.

Customisable procedures & checklists

Checklist and procedures are built-in to the program, ensuring control and adherence to quality standards. Content data is customisable, allowing firms to accommodate for scenarios specific to their own requirements.


Integrations with world-leading cloud based solutions for accountants, such as Xero and FYI Docs.

Multi-entity groups

Support for multi-entity groups gives firms visibility and insights across the group, while enabling support for inter-entity collaboration, such as file referencing and reconciliation.

Firm-wide insights

Cimplico Workpapers provides a firm-wide overview of all workpapers, their assigned users, and its progress to date.

Internal communication

File notes and internal conversations are managed within Cimplico Workpapers' modern interface allowing for effective collaboration between team members working on the job.

Client queries

Client queries are easily created within the worksheets or at the job-level as part of the preparation or review process. The query list can then be compiled and downloaded for easy facilitation in notifying your clients of outstanding queries.

Advanced searching & filtering

Wherever you are, you can quickly search and locate any worksheet or other schedule. Cimplico Workpapers also provides advanced multi-criteria filtering on all major screens to enable users to focus on relevant content.

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

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