Innovative and Intuitive Cloud-First Workpapers for Accountants

Stacked with features:

Audit – Streamline the audit process to save time and resources, while delivering standardisation.

Year-End – Improve your year-end with our automated solutions that enhance your existing process via the cloud.

Personal Tax – Discover the fastest and most efficient way to deliver personal tax services to clients.

Workflow Management – Take back control of spiralling workloads, enjoy greater visibility, cut down on revenue-killing admin and power productivity.

PDF Annotation – Draw, highlight, underline, and sign PDF documents as if they were paper pages in front of you.

Enhanced Risk Assessment – Summarising and simplifying all of your audit risks within your audit files.

Checklists – Eliminate the chasers and get the information you require from clients at year-end or during the busy tax season.

Excel Connect – Re-wired for the cloud, Excel Connect allows you to harness your Excel spreadsheets as part of a robust workflow solution.

Client Portal – Collaborate and exchange documents with your clients directly on your workpapers on our secure platform.

Firm Portal – Interact with external accountants in a secure platform to facilitate the exchange of documents and workpapers.

Client Manager – Effortlessly validate processing done by clients, compare data, and enter adjustments for management reports.