Active Workpapers offers a fully cloud based, flexible solution that easily
handles complex accounting jobs with best practice functionality.
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A hybrid approach to workpapers
Seamless syncronisation utilising a web user interface and the flexibility of Excel paired with a powerful add-in. Users can choose the work approach that best suits their needs.
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Link client source data at the click of a button
Powerful API connections allow data to be loaded and refreshed instantly from major cloud providers. Augment your Xero experience through automatic reconciliations of certain balances. Forget rekeying!
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Comprehensive set of standard workpapers
Over 300, 100% tax compliant worksheets that improve the accuracy and consistency of your data, saving preparation time, reducing review times and increasing deliverable quality, regardless of how complex your clients needs are.
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Various workpaper binder types
Standardise the way your team complete different jobs. Whether it is Accounts & Tax for Company, Trust, Partnership or Individual clients to FBT, BAS, Payroll Tax, CGT Advice or Tax Planning, Active Workpapers has it all.
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Increased visibility over job matters
The QA centre allows for a quick health check of the file and various matter types allow for client queries, matters for manager/partner or review points to be identified quickly and actioned appropriately, with a full audit trail from job start to finish.
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