Why Accounting Firms Are Moving to Cimplico Workpapers

What is Cimplico Workpapers? 

Cimplico Workpapers is a modern cloud-based workpaper solution built for medium and large accounting firms. It's one of several apps Cimplico has built for the accounting industry, and like the rest, it's designed around how things should be done, not how they've always been done. It connects directly to the tools firms already use, including Xero and FYI, and gives practices a structured, standardised approach to workpapers. 

Why firms are making the move 

Consistency in every single workpaper 

Inconsistency in workpapers costs time. Time building out and completing worksheets, time making sense of work someone else has prepared. Multiply that across a team and it adds up quickly. 

In Cimplico Workpapers, every staff member works the same way. Standardised procedures pull straight into the workpaper, and purpose-built calculations mean things like GST recs, tax recs, and hire purchases always function the same way. Every time. No inconsistent layouts, no hidden data, no overwritten cells. Just the numbers, organised the way they should be. 

Efficiency at every step 

Cimplico Workpapers is built to remove the manual work that accumulates across a job: 

• Integrations — a growing suite including Xero, FYI, and ATOSA keeps the tools firms already rely on connected, not siloed 
• Inter-entity reconciliation — balances across related entities are checked automatically, replacing a process that would otherwise mean opening multiple files and comparing figures by hand 
• Carry Forward — prior year data, calculations, and context rolls into the current year workpaper automatically. No re-entering the same information year after year 

Clear visibility over workpaper preparation 

When workpapers are maintained across different folders and filing systems, understanding where a job is at takes effort. And even once you're in the workpaper, piecing together its progress isn't always straightforward. Cimplico Workpapers has visibility built in at every level: 

• Firm dashboard — KPIs across the practice at a glance, with alerts that surface issues early 
• Firm workpaper list — a full view of every workpaper in progress, filterable and customisable 
• Workpaper dashboard — open any workpaper and see exactly what's tracking, what's outstanding, and where attention is needed, all linked to live data 

Processes that are genuinely followed 

Most firms have standards they want applied to every job. The challenge is making sure those standards are consistently followed, regardless of who's preparing the work. 

In Cimplico Workpapers, firms can build out their own templates; structured task lists and sign-off steps that sit directly inside the workpaper, not in a separate document alongside it. Staff work through them as part of the job. Nothing is assumed to have been done; it either has to be completed or marked as N/A. Control and governance that's not a nice to have, it's a need to have. 

A future-proof workpaper solution 

Technology in accounting is moving quickly, and the platforms firms rely on need to move with it. 

Because Cimplico Workpapers was designed from the ground up as a modern cloud platform, not built on top of a legacy tool, the features it can support are a different category entirely. These aren't bolt-ons. They're the result of building something properly from the start and there's more to come. 

See it for yourself 
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The best way to understand whether Cimplico Workpapers is a fit is to see it in the context of how your firm works Book a demo.

A huge thanks to our friends at Cimplico Workpapers for providing us with the basis of this article. Want to learn more? Don’t hesitate to reach out to us or directly to the team at Cimplico Workpapers.