Revolutionise compliance work

A hybrid approach to workpapers

Seamless syncronisation utilising a web user interface and the flexibility of Excel paired with a powerful add-in.  Users can choose the work approach that best suits their needs.

Link client source data at the click of a button

Powerful API connections allow data to be loaded and refreshed instantly from major cloud providers. Augment your Xero experience through automatic reconciliations of certain balances. Forget rekeying!

Comprehensive set of standard workpapers

Over 300, 100% tax compliant worksheets that improve the accuracy and consistency of your data, saving preparation time, reducing review times and increasing deliverable quality, regardless of how complex your clients needs are.

Various workpaper binder types

Standardise the way your team complete different jobs.  Whether it is Accounts & Tax for Company, Trust, Partnership or Individual clients to FBT, BAS, Payroll Tax, CGT Advice or Tax Planning, Active Workpapers has it all.

Increased visibility over job matters

The review centre allows for a quick health check of the file and various matter types allow for client queries, matters for manager/partner or review points to be identified quickly and actioned appropriately, with a full audit trail from job start to finish.

Data privacy is our key priority

Business Fitness is ISO27001 accredited, and all your data is stored in Azure cloud across Microsoft data centres in Australia. We also support single sign-on (SSO) to enable users to authenticate access to our platform securely.

These features will power up your practice – click here to request a demo of Active Workpapers and see how they can transform your practice.