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
Tips for evaluating a workpaper tool
Practical tips for evaluating a workpaper tool - how to identify what's not working, what resources you'll need, and what...
What a scalable workpaper solution looks like
What does a scalable workpaper solution actually look like? We define scalability for accounting workpapers and walk through the three...
Export your Calculations to PDF (and use cases!)
You can now export Calculations to PDF! Here's the run down and some examples on how this feature can be...
