Resources
Customer Stories
Peace of mind, built into every job
Coleman Financial Group, a third-generation firm led by principal Darcy Coleman, uses Cimplico Workpapers to build its checklists and procedures...
Unlocking Visibility & Control at Scale with Carey Group
Carey Group, a multi-location accounting and advisory firm with five offices and 100+ professional staff, implemented Cimplico Workpapers to unify...
Enabling Visibility, Efficiency & Accountability with Exant Advisory
Exant Advisory brought visibility, efficiency & accountability to every job with Cimplico Workpapers, making collaboration easier by eliminating old-school Excel...
Blog
Why workpapers should be consistent across every team in your firm
When each team prepares workpapers its own way, reporting, review and resourcing get harder. Here's why consistency across your firm...
Preparing for the accounting skills shortage: three things your practice can do now
The accounting skills shortage is growing. Here's what the latest CA ANZ and Tax Institute research shows, and three things...
Why our Atosa integration just makes sense
Pulling ATO data into workpapers by hand is slow and error-prone. See how Cimplico Workpaper's Atosa integration brings it straight...