A new cloud-based version of workpapers with a full web interface and deep integration with Microsoft Excel.
With the onset of new technology and the challenge of keeping great staff, we have developed Active to automate and do more of the work for you.
Active Workpapers is the engine room for the entire compliance job process. Our goal is to reduce job preparation and review by 50%.
Hyperlink source documents or securely store documents in the cloud inside Active Workpapers.
Enables worksheets to be pre-populated with balances from lodged BAS data, Integrated Client Account & Income Tax Account.
Visibility across all stages of the job. See any changes to an account after it was approved or completed.
Syncs client and user data from your Practice Management System to the Active Platform.
Import your client data to populate the Trial Balance and Worksheets automatically.
Seamless synchronisation between the web and desktop Excel. Online access to the Trial Balance, Review Points, Journals and Matters.
Reduce risk with a comprehensive set of over 300 worksheet templates developed by qualified Accountants.
Improve your processes with customised recommendations to ensure each workpaper binder includes the templates you want your team to use.
Easily adjust journals and push the data back into the client file.
Review, resolve and question any queries online. Assign and manage matters for attention.
Include your own checklists & workpaper templates or our team can do it for you.
Active Workpapers is at the centre of your compliance process.
It is the connection point of your tech stack allowing your firm to get as much integration as you need and harnessing the data flow between apps to give you ultimate flexibility and results.
ADAM RAMAGE, CANNY GROUP