Products > Workpapers

Take the work out of Workpapers

Workpapers is Xero’s tool for accountants and bookkeepers working in the cloud. Stay connected with clients, work faster, and improve your workflow.

Connect

  • Clients

    Reach clients through a secure online portal. Get documented responses in real-time, and saved right where you need them.

  • Team

    Collaborate with your team on client matters – anytime, anywhere. Track progress with recorded discussions and review points.

  • Xero and Practice Manager

    Make one update and see it reflected in all your apps. Data flows seamlessly between Xero, Practice Manager and Workpapers.

Work

  • Workpapers

    Store all your reconciliations, calculations, and source documents in one place.

  • Journals

    Get fully integrated journals – calculated in Workpapers and sent straight to Xero.

  • Permanent file

    Keep client information and documents exactly where you need them and automatically copied from one period to the next.

  • Source documents

    Store your documents in the right place – directly alongside the workpaper.

  • Read only archive

    Archive completed jobs securely, and access them easily in the future.

  • Letters

    Create letters that automatically update with info from Xero and Practice Manager.

Workflow

  • Dashboard

    Identify the status of jobs at a glance on a comprehensive dashboard.

  • Alerts

    Receive instant alerts whenever your team makes an important change.

Watch: How Workpapers work in Xero

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“Workpapers has absolutely streamlined our year-end process - we turn work around so much faster than in the past”

Justin Keen

Cloud Accountants Limited

If you're ready to get started, sign up for free. Or get in touch with our partner team to find out more.