Workpapers open release

We’re thrilled to confirm Workpapers for Xero will move to open release on 15 April – the first step in bringing together our Practice Studio vision. Workpapers has been in a closed beta since Xero acquired it back in July 2012. In that time we’ve had the input of over 100 accounting and book-keeping firms to help guide the development of market-driven features and functionality, whilst building up a compelling product roadmap for the future.


Workpapers has come a long way and there’s plenty more in store. Over the next two weeks we’ll be getting the plumbing sorted to connect the sign-up and log-in functionality with all of our back-end systems. Alongside the migration of the application to Xero servers we’ll be updating the Help section and introducing content to the marketing site.

Existing users won’t notice any change on 15 April other than access to the app will be automatically redirected to its new home. We’ll be in touch with all of you individually closer to the time.

Practice Studio will continue to come together over the next 18 months: Tax will be rolled out in Australia over a number of releases (the first step of that due in the next month); Practice Manager gets a complete redesign; Workpapers rolls out for the UK and US; and the lot will be brought together under one umbrella.

It’s no small feat but we’re making good progress and based on previous experiences (like Payroll in Australia and Tax in New Zealand) we’re confident we can deliver something special.

If you’re an accountant or bookkeeper that hasn’t used Workpapers yet – don’t stress. As you’d expect from us, from April 15 there will be a 60 day free trial available so you can get stuck in and have a play.

UPDATE: The migration is in full swing but we have encountered a few issues we want to resolve before going live. The open release for Workpapers has been moved out a week.


Gayle Buchanan
April 3, 2013 at 5:27 pm

Congratulations Richard and Team, nice work

Elizabeth Salter
April 3, 2013 at 7:36 pm

Great stuff!

April 4, 2013 at 4:12 am

That’s great! Is the release date applicable to the uk as well or is that later?

Richard Francis, GM Workpapers
April 4, 2013 at 8:55 am

Thanks Gayle and Elizabeth. Our end of April software update includes some stuff for book-keepers in particular :)

Pesach – not long to wait in the UK. Hoping to launch the UK-localised beta at Xerocon London at the end of September.

Mark Lawton
April 7, 2013 at 10:44 pm

At last a web based paperless workpaper solution for accountants! This frees me up to be able to work anywhere, excellent concept and product.

Don MacMillan
April 7, 2013 at 10:46 pm

I have clients who don’t have access to ADSL2.

How do these changes help them?

Richard Francis
April 8, 2013 at 11:30 am

Hi Don – Workpapers is designed for Xero clients or for those that you have utilised Xero ledgers for. For any clients who don’t yet have the wonders of the internet at their disposal you can – if you have their data in a Xero ledger – use paper-based checklists to have your client questions answered.

Hope this helps.

Richard Francis
April 8, 2013 at 11:32 am

Thanks Mark. Our latest release contains more useful features and time-savers. We appreciate all the positive and constructive feedback we receive – it all helps to move the product and customer experience forward.

April 21, 2013 at 10:32 pm

Yay, well done Richard. Looking forward to it.

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