Role-based courses, built around how firms actually work

Everyone in your firm will use Cimplico Workpapers, but not everyone uses it the same way. A partner’s focus looks different to a junior’s, and an admin’s setup responsibilities are different again. The Learning Centre is structured around those differences — so each person can go deep on what’s most relevant to their role, without wading through content that doesn’t apply to them.

Short videos, self-paced

Every course is built around short, focused videos. Because it’s self-paced, team members can work through the material on their own schedule, revisit anything they need to, and move at the speed that suits them.

Best practice, not just feature walkthroughs

There’s a difference between knowing how to use a feature and knowing how to use it well. The Learning Centre covers both. That means less “here’s where to click” and more “here’s how we’d recommend approaching this, and why.”

Consistent training means consistent workpapers

With the Learning Centre, every team member goes through the same structured content, with the same recommendations. The consistency in how your team is trained flows directly into the consistency of how your workpapers are prepared.

An ongoing resource as your team grows

If a new team member joins who isn’t yet up to speed on Cimplico Workpapers, invite them to the Learning Centre straight away. They can get the foundations right from day one — without relying on the rest of the team’s time for training. It fits naturally into your internal onboarding flow and grows with your firm.

Part of a broader onboarding toolkit

The Learning Centre is one part of a wider set of resources available to Cimplico Workpapers customers:

• Support centre articles — detailed documentation covering features, workflows, and common questions, available any time.
• In-app messaging — guidance surfaced directly inside Cimplico Workpapers as you work, so help is there when you need it without having to go looking.
• Custom onboarding plans — structured implementation plans tailored to your firm, so you know exactly what needs to happen and in what order.
• Implementation partners — for firms that want hands-on support, we work with experienced implementation partners who can guide your team through setup and configuration.

You can use the Learning Centre independently, or work through it alongside your implementation — whatever fits how your firm likes to operate.