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
Review points shouldn’t be repetitive
Recurring review points aren't a training problem — they're a sign your firm's standards live in the wrong place. Here's...
Applying the ADKAR Model to Software Change in Your Accounting Practice
The ADKAR model gives you a structured way to bring your team through a change well. Here's how each of...
Three Reasons You’ll Love Our Inter-Entity Reconciliation Feature
If you work with a lot of large family and client groups, you'll love how Cimplico Workpapers helps reconcile related-party...
