PLATFORM
Everything you need to sign off with confidence
From preparation to sign-off in one structured environment — the same repeatable process on every job, so you know the work is correct at every step.
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Live figures, start to finish
Cimplico Workpapers connects both ways with Xero, so your job runs on the client’s real numbers the whole way through — not an export taken at one point in time. When the figures change, your workpaper changes with them. Clients outside of Xero? Bring in the trial balance and prepare all your adjustments in-app.
ATO figures, straight into your workpaper
Through our Atosa integration, your client’s instalment and activity statement figures come straight from the ATO and land exactly where they’re needed in the workpaper, ready to use the moment they arrive.
Calculations built and maintained for you
Div 7A, prepayments, company tax reconciliations and more — each one pre-built, so your working looks the same on every job and rolls forward year to year. You just bring the figures — the structure and the logic are already built, so every schedule stays clean and consistent.
All your evidence, in one place
Documents, reports, client queries and review points, all tracked exactly where they should be. Nothing sits in a separate email thread, a note, or a folder somewhere else – so when it’s time to review, it’s all there, where you expect it.
Built-in checks for every account
Every account type comes with its own checks built in, so nothing depends on remembering what to look at. Your team works to the same standard every time, without relying on anyone’s memory.
Related-party balances, cross-checked automatically
Loans, distributions and dividends between related entities are cross-checked for you, and flagged the moment they don’t agree. Gain peace of mind knowing these are checked right up to sign-off.
A foundation carried forward from last year
Roll last year’s workpaper forward and the worksheets, calculations and prior figures come with it. Last year’s context is right there — so you’re carrying the work on, not starting it over.
A clear view of where every job stands
See what’s in progress, what’s ready for you to review, and what’s ready to sign off — across the whole firm, without chasing anyone for an update. No more wondering where things are.
Control and governance built in
ISO 27001 certified, with role-based permissions, a full audit trail, and review sign-offs on every workpaper. You decide who can do what, and you can see who did what — so the work holds up whenever someone looks back.
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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