Xero Workpapers: Take the work out of workpapers

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Import data and trial balance

Easily populate workpapers when you’re ready to start a job by importing data and the trial balance direct from your client’s Xero organisation, no matter whether they’re on the business, cashbook or ledger edition.

import-data

Handle client queries in the cloud

Provide personalised service through the secure client query portal. Clients can answer queries and upload documents straight to the relevant workpaper.

client-queries

Store documents for easy retrieval

Store your source documents in the logical place – directly alongside the workpaper. It's easy to drag and drop files so they sit with the relevant data line.

store-documents

Take control of your compliance workflow with Xero Workpapers

workpapers

Share and work anywhere

Your team can prepare, review and approve workpapers from any device. It's easy to work remotely, share data, and export workpapers as zip file or PDFs, with or without source files. 

Create custom workpapers

In addition to the suite of preformatted workpapers, you can create your own to suit your practice's compliance and financial reporting needs covering any period up to 366 days.

No adjustment double-handling

Post draft or approved adjustment journals from Xero Workpapers directly into a Xero organisation, so the financials remain up to date without duplicate work. 

Pricing

Prices are in US dollars. See our terms of use for details.

You're welcome to try Xero Workpapers for free for 60 days.

Xero Practice Manager + Xero Workpapers for up to 10 users 

US$149 /mo US$149 /mo Free Free Free

Want to get going?

If you’re new to Xero and would like to try or subscribe to Xero Workpapers,
take the first step by becoming a Xero partner.

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