Workpapers is Xero’s tool for accountants and bookkeepers working in the cloud. Stay connected with clients, work faster, and improve your workflow.
Reach clients through a secure online portal. Get documented responses in real-time, and saved right where you need them.
Collaborate with your team on client matters – anytime, anywhere. Track progress with recorded discussions and review points.
Make one update and see it reflected in all your apps. Data flows seamlessly between Xero, Practice Manager and Workpapers.
Store all your reconciliations, calculations, and source documents in one place.
Get fully integrated journals – calculated in Workpapers and sent straight to Xero.
Keep client information and documents exactly where you need them and automatically copied from one period to the next.
Store your documents in the right place – directly alongside the workpaper.
Archive completed jobs securely, and access them easily in the future.
Create letters that automatically update with info from Xero and Practice Manager.
Identify the status of jobs at a glance on a comprehensive dashboard.
Receive instant alerts whenever your team makes an important change.
“Workpapers has absolutely streamlined our year-end process - we turn work around so much faster than in the past”
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.
Log in online anytime, anywhere.
Reconcile your latest bank transactions quickly.
Get paid faster and improve cashflow.
Always get a real-time view of your cashflow.
Attach files to any transaction and store them in Xero.
Simple inventory management to track sales and purchases.
160+ currencies with rates updated hourly.
Business applications integrate seamlessly with Xero.
You can get your business up and running quickly.
Create expense claims anytime, anywhere.
Create and email custom purchase orders.
Manage your spending and make bill payments in bulk.
Create clever targeted customer lists.
Manage your business while you’re on the move.
Your information is guarded to the highest level.
Our friendly experts are here for you 24/7.
Create and manage quotes and easily turn them into invoices.
Interactive reports and budgets in real time.