Live integration between Xero and Workpapers replaces the need for spreadsheets and data entry. Create bulk workpapers for groups of similar clients so that you get through your workload without too much repetition.
Collaborating with your team is easier than ever. Workpapers has built-in indicators that let everybody know which stage the process is at all the way through to manager review and approval. When your review is done, automatically create management reports to share with your client.
No need for paper filing! Safely archive your completed workpapers online.
Use the handy client portal to manage
all of your communications. You can keep track of queries and save client responses along with the supporting documents they’ve supplied. No need to worry about client miscommunication!