SMART TO ACTIVE
WORKPAPERS
Smart Workpapers has now retired. All firms have now been transitioned to Active Workpapers.
Active Workpapers is an automated, cloud-based platform. Many of our clients, like Aintree Group, experience stronger efficiency, accuracy and workflow improvements. Read about their transition.
Why Active?
Active is a cloud platform workpapers and financial reporting solution designed to automate routine tasks and streamline job preparation and the review process. It features a full web interface with deep integration with Microsoft Excel, allowing for seamless data flow and audit trails that capture all changes made by your team.
Please note, you will be required to review and update your existing workpaper process. For example, instead of downloading an Excel workbook and saving it into your document management system, you'll work directly within the Active platform.
Enable automation
Excel worksheets
Facilitate data flow
New integrations
SUPPORTING YOU EVERY STEP OF THE WAY
Training is available. Your account manager can help you access this.
achieve more with active
Client data connection
Manage source documents
ATO connection
ISO 27001 certified
Journals
300+ Excel worksheet templates
Customise the way you work
Practice Management connection
Final PDF export
What you need to know
If required, you can continue to edit existing Smart Workpapers Excel workbooks to the extent that Microsoft Excel allows. However, any functions that rely on the Smart Workpapers Excel add-in will no longer work - click here for more information.
Minimum IT & systems requirements (including Microsoft Standard or Premium edition and matching emails addresses for your Microsoft & Active logins - click here for more information).
Frequently asked questions - click here.
your investment
WorkPapers
$55
ex gst
per user per month
At Active, it's our goal to help you work better. That's why our products have the flexibility to integrate fully with each other, and are also available as stand-alone solutions if preferred.
Note:
This product is for professional accounting firms only.
3 user/licence minimum applies | 12 month contract term | Data storage limits apply, 25GB per user. Additional 25GB at $5 ex GST per user/month. Valid to 31 December 2026.
IMplementation &
Training
$990
ex gsT
starting from
Includes online web sessions with one of our training specialists for your whole firm. Including project management, planning & setup of your Practice Management database connection.
Note:
Pricing for implementation & training is dependent on firm size. MYOB AE & APS Practice Management Connections additional cost starting from $1980 ex GST.
get activated
Active is a cloud platform delivering accounting automation by reducing friction through workpaper and financial reporting processes.