Workpapers Release Notes

February 5, 2020




Workpapers’ Lock feature allows you to lock the year-end data so no unexpected changes can be made as you review and adjust your client’s financial statements.

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Download to Zip:


With the Workpapers’ Download to Zip feature, one click will allow you to download all associated attachments, notes, reports, PDFs, tax mapping, and links associated with your client’s file.

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November 4, 2019


Groupings & Statements

The financial grouping feature allows the user to take individual accounts and group them together for the purposes of creating simplified financial statements based on those groupings.


It also allows users to attach supporting documentation to these groups, add reference codes (mapping necessary for compliance purposes – i.e. Leadsheets), and has a direct link to export as an excel doc and/or PDF report.


  • These simplified financial statements are better than the current situation as Balance Statement and Profit & Loss reports include all the accounts – for some clients, this could represent hundreds of accounts, which is too detailed for simplified financial statement purposes.


We’re quickly building an all-in-one spot to print out the necessary report required for CA Accountant Compilation Reports.

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