Active Workpapers revolutionises the way large accounting firms complete complex accounting jobs

For 20 years, Business Fitness have focused on delivering solutions to standardise the compliance process.

Their new product, Active Workpapers, revolutionises the way large accounting firms complete complex accounting jobs with best practice functionality.

In this blog, we discuss the main benefits of using Active Workpapers in your accounting firm.

A hybrid approach to workpapers

Active Workpapers utilises a web user interface. The flexibility of Excel paired with a powerful add-in allows users to choose the work approach that best suits their needs. 
 
Linking client source data at the click of a button 

Powerful API connections in Active Workpapers allow data to be loaded and refreshed instantly from major cloud providers. Augment your Xero experience through automatic reconciliations of certain balances. This means you don't have to worry about rekeying! 
 
Comprehensive set of standard workpapers 

Active Workpapers includes over 300 tax compliant worksheets that improve the accuracy and consistency of your data. This saves preparation time, reduces review times and increases deliverable quality, regardless of how complex your clients’ needs are. 
 
Various workpaper binder types 

Active Workpapers standardises the way your team complete different jobs.  Whether it be Accounts & Tax for Company, Trust, Partnership or Individual clients to FBT, BAS, Payroll Tax, CGT Advice or Tax Planning, Active Workpapers has it all. 
 
Increased visibility over job matters 

The review centre in Active Workpapers 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. 
 
Data privacy is our key priority 

Business Fitness is ISO27001 accredited, and all your data is stored in Azure cloud across Microsoft data centres in Australia. We also support single sign-on (SSO) to enable users to authenticate access to our platform securely. 

If you're ready to test out Active Workpapers, request a demo here.

If you'd like to find out more about how Active Workpapers could benefit your accounting firm, and work within your current App Stack, get in touch with us, or book a meeting here.

Please Note: No one pays us to be featured on our Clarity Street website (or App Stack). We pride ourselves on our independence, enabling us to promote what we consider to be 'best-practice' through informed choice. It has always been this way and is unlikely to ever change.