Practical tips for evaluating a workpaper tool – how to identify what’s not working, what resources you’ll need, and what to prioritise.
Category Archives: Resource
What does a scalable workpaper solution actually look like? We define scalability for accounting workpapers and walk through the three things that make it work: consistent inputs, process, and outputs.
Coleman Financial Group, a third-generation firm led by principal Darcy Coleman, uses Cimplico Workpapers to build its checklists and procedures directly into every job, giving Darcy the confidence that his firm’s standards are met consistently no matter who does the work. That reliability gives him peace of mind and the foundation to grow the practice without letting service standards slip.
You can now export Calculations to PDF! Here’s the run down and some examples on how this feature can be used.
Every time someone opens a workpaper and can’t immediately understand what they’re looking at, your firm is paying a hidden cost. Here’s what interpretation tax is – and how to stop paying it.
Meet the Learning Centre — purpose-built to help your team get confident with Cimplico Workpapers, fast.
For firms using FYI, Cimplico Workpapers integrates directly — your clients, groups, and documents are exactly where you expect them.
Carey Group, a multi-location accounting and advisory firm with five offices and 100+ professional staff, implemented Cimplico Workpapers to unify compliance processes across its teams. The platform gave partners real-time visibility, streamlined reviews, and enabled juniors to develop faster with structured workflows. With full oversight across locations, Carey Group now works more collaboratively, reallocates seamlessly, and delivers consistent, scalable compliance at speed.
Exant Advisory brought visibility, efficiency & accountability to every job with Cimplico Workpapers, making collaboration easier by eliminating old-school Excel workpapers and utilising a truly cloud workpaper platform.
DFK Hirn Newey brought consistency and visibility to every job with Cimplico Workpapers, making collaboration easier and onboarding faster.
- 1
- 2