Most accountants are familiar with how to use Microsoft Excel^® so we’ve combined the strengths of Microsoft Excel^® and the in-built smarts of our workpapers to create an intelligent and flexible tool that enables accountants to do their job with a tool they are already very familiar with.

With a suite of over 60+ workpapers you can be assured we’ll have a workpaper template for every occasion and the flexibility of our system even means you can easily integrate your own templates.

Get an instant overview of the status of each workpaper so you easily keep track of progress and reduce time wasted getting reacquainted with a job.

Our interactive notes tool helps you keep track of queries for individual workpapers. Easily raise a query and assign it as open or resolved.

Easily add, edit and review supporting documents associated with a particular workpaper.

Improve efficiencies by importing and refreshing general ledger balances throughout the workpapers as you go.

Save valuable time by creating journals within a workpaper and uploading to your general ledger software with ease.

Save time and ensure consistency by importing relevant settings and data from the previous year such as hire purchase and term loan details.

Our integrated validation tool, crafted by tax experts will help you assess whether the preparer has complied with NZ tax regulations assisting with training and improving accuracy across your firm.

We act as your compliance watchdog, keeping up-to-date on all the latest tax and accounting legislation – so you don’t have to.

CCH iFirm, APS, MYOB AO, MYOB AE and Xero