Communication

Create internal comments and query lists for clients

Generate comments and queries where they’re relevant, either directly from a worksheet or create general comments and queries for a workpaper.

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Context-specific or general

Create comments and queries without having to leave the worksheet screen.
Auto-link the communication to the worksheet, requiring the communication to be resolved to progress the worksheet to maintain governance and control.
For non-specific communications, general comments and queries can also be created at the workpaper level, requiring general communications to be resolved to certify the workpaper.

Tag users, add bullet points and format text

Be more specific with your communication by tagging users to notify them
Rich text functionality allows formatting text with accents such as bold, italic, and underline, and listing items with the aid of bullet & numbered points.

Create client query lists

Draft queries as you prepare and review worksheets for an efficient workflow
When you’re ready, you can export your drafted queries into a query list, which can be sent to the client.

All the things that make Communication great

Internal comments

Raise internal comments for review points, notes to yourself, or questions for your reviewer.

Client queries

Draft your queries for your client as you prepare worksheets. Export and send to the client when you’re ready.

Rich text

Add depth to your communication with bold, italics, underlines, bullet points and numbered points.

Tag users

Get user’s attention with tagging for comments + queries, subscribing them to future updates on the communication.

See the power of a cloud workpaper solution

Signup and take advantage of a 14 day free trial to see how Cimplico Workpapers will give back control, efficiency and visibility to your workpaper preparation and review.

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