Active Workpapers integrates with your clients Xero file - populating data in your workpapers, refreshed at the click of a button and journals posted back to the client file.
Active Workpapers will automate and direct your team through the process of a job, including functional collaboration and enhanced data flows.
Comprehensive workpaper templates improving the accuracy and consistency of your data, saving preparation time, rework, and reducing review time by senior accountants. Active Automation to assist you in transforming tedious tasks with the click of a button.
Connect source documents to each job and export the complete workpaper at the end of each job in one single PDF.
In each country we operate, we have some regional differences. For example, in Australia, we auto populate BAS data into workpapers via our ATO integration. This also allows us to reconcile your client's wages accounts directly.
Active Workpapers + Xero
Connect your Xero file seamlessly to Active Workpapers. Integrate the Xero trial balance, along with key client data, directly into Active Workpapers to automate reconciliations and monitor real time changes.
Email or call us to get started.
1300 333 424
United Kingdom firstname.lastname@example.org +44 1223 739550