Working Papers
for Accounting Firms. Without Version Risk

Working papers software gives accounting firms one structured place to build lead schedules, reconciliations and adjustments — evidence attached, every version tracked automatically, review points captured in context. Instead of spreadsheets scattered across drives and inboxes, the whole engagement stays organised and audit-ready in a single client file. It's the engagement-level heart of document management for accountants.

Documents open and co-author in Microsoft 365, so there's no check-out, check-in — two people can work in the same schedule at once without creating duplicate copies. Every change is recorded automatically, the file shows who changed what and when, and earlier versions are retained with the complete activity history.

Yes. Bank confirmations, invoices and client correspondence attach to the specific schedule they support, not a loose folder — so when a reviewer or an inspector queries a number, the evidence behind it is right there in context, with a record of who added it and when.

Review points are raised as threads in context, against the schedule or document they relate to. Feedback, queries and decisions stay with the work rather than scattered across a partner's inbox, and each point's resolution is captured in the file — so nothing gets lost between preparer and reviewer.

They stay exactly where they should be. Working papers belong to the client record, not the person who prepared them — so when a team member leaves, their schedules, evidence and review history remain in the client file with the full activity trail intact. No hunting through a departed colleague's inbox or personal drive.