Active Workpapers offers a fully cloud based, flexible solution that easily
handles complex accounting jobs with best practice functionality.
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.
Save time with hyper automation
Re-load client source data at the click of a button – with audit trails of what has changed, no need to export data and reformat each time – this could you save you up to 15 minutes for each rework