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

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...

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...

See Cimplico Workpapers in action.

A scalable, cloud-based approach to workpaper preparation and review — built to give your team consistency, control, and visibility across every job.

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