Workpaper Management Software Solutions - WM for professional service firms

Workpaper Management

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Workpaper Management

Advance Workpaper Management (WM) builds an electronic system for organising, storing and automating the creation of workpaper content to support a variety of processes within a professional services firm.

Creating workpaper projects from standard document templates, linking files to your client’s XPA trial balances for client drill-down, adding notes and reviewing the entire job on screen, is now just a few simple clicks away with Advance Workpaper Management.

Key Features:

Manage your entire workpaper process electronically

Manage any project that has a process with defined steps

Utilise your existing practice content that allows for flexibility

Define project steps (work items) to manage the status of any project

Flexible options for rolling projects, work items and associated files including workpapers

Notes can be assigned to work items within a project

Printing to a Binder - final signed-off workpapers can be printed to a binder and saved back into the client's document store

Integration to Advance Practice Management client database

Workflow integration allows milestones to be automatically updated as work items are completed

Integration to Advanced Document Management

Integration to Xcede Professional Accounting

To find out more about Advance Workpaper Management, please call us on +61 2 9965 1300 (Australia) or +64 9 302 2228 (NZ).