Active Workpapers delivers automation and seamless synchronisation with powerful integrations.

Why Active?
We’ve spoken to accountants to discover their frustrations with their current workpaper process: 

Manual, error prone spreadsheets

Lack of standardisation across the firm

Need to cater for different types of clients with varying needs

Signing document on tablet
How Active can help?

Let Active streamline your workflow by effortlessly creating and populating workpapers and checklists. Our two-way integration establishes a single source of truth with the ability to push journals back to your source client record for heightened efficiency.


Whether using our templates or adding your own, create firm-specific binders for uniform use across your entire team. Preset checklists, with options for mandatory or recommended work instill rigor in your processes.


Experience the unique split-pane view where our feature-rich web interface seamlessly integrates with Excel, working as one cohesive system. This flexibility, combined with our adaptable features, makes Active a perfect fit for all your clients. 

Discover the future of workpapers production with Active Workpapers —where automation, standardisation, and flexibility converge for a streamlined and efficient workpapers experience.

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Our Active platform

has been certified for

ISO 27001