30 Day Implementation

Your 30 Day Implementation Plan

Rolling out a new system doesn’t have to be hard—and with our 30 Day Implementation Plan, it won’t be. We’ve built a guided, hands-on approach that gets your firm up and running with Active quickly and confidently.

From setup to team-wide adoption, we’re here to support you as much as you need us to.

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Why choose the 30 Day Implementation Plan?

Quick wins, confident rollout

Our 30-day plan helps your firm get up and running with Active—fast. With guided setup and tailored support, you’ll see value early and avoid the usual implementation friction.

Standardise from day one

Align your team with consistent workflows, templates, and best practices to build a solid foundation for scale.

Tailored to
your firm

We work with your team to adapt Active to your specific needs—no generic training or one-size-fits-all setup.

Phase 1

Trial Team Setup & Customisation

We kick things off by working closely with a small Trial Team to tailor Active to your firm’s needs. This phase is all about building the foundation—together.

Kickoff Session
‍Align on your firm’s goals and walk through what’s ahead

Training Sessions
‍Hands-on guidance for using the platform

Set Up Review
‍A collaborative session to check everything’s in place before rolling out

Trial Team Insights
‍Share feedback, success stories, and tips to shape the wider rollout

Phase 2

Wider Team Rollout

Once your setup is complete with the Trial Team, it’s time to bring the rest of the team onboard. We follow a similar agenda to ensure everyone is confident using Active from day one.

Best Practice Preparing workpapers

Customising templates and binders to fit your workflows

Best Practice for Review

Live walkthroughs led by your own Trial Team, using real firm examples

Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Weekly Live Q&A + Ongoing Support

We know questions come up—so we’re always here to help with our weekly Q&A sessions, or tap into our Training Centre and Support Centre whenever you need more help.

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Visit our support centre

Get the Support You Need to Succeed.
Get Active.

Whether you prefer self-serve training or guided implementation, we’re here to help you make the most of Active.

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