Designed for partners driving change in modern accounting firms

Roll out tech that actually sticks

You’ve led successful change before. Active helps you do it again with software that delivers real productivity gains, fits into your system architecture, and gets adopted by the team.

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A smart step forward for accounts production

Built for enterprise firm complexity

Active integrates with your tax and practice systems, aligns to firm-wide strategy, and supports the one-firm model you’re working towards.

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Quick wins that build long-term value

You’ll see early productivity improvements in workpapers, then scale those gains to tax and reporting when ready.

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Partner-led implementation

Our team works closely with yours to plan and deliver a rollout that works for your firm—from pilot to post-launch support.

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It fits the big picture

Active isn’t a stopgap. It’s a solution that supports your roadmap today and five years from now.

Deep Microsoft and Excel integration

Two-way sync with Xero and QuickBooks

Scales from a single department to the whole firm

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Adoption is built in

It’s easy for your teams to adopt because it works the way they do—using the tools they already know.

Familiar Excel interface

Configurable templates for firm-wide consistency

Easy-to-follow review and sign-off workflows

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Take the lead with less resistance

Show results early, get support from the top, and make the case to roll it out across the firm.

Clear productivity tracking

Pilots that prove the gains

Quick response to user feedback

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See how Active fits your digital roadmap

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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

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“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

A track record of successful change

Active has helped major firms modernise workpapers and standardise processes with minimal disruption.

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Lead the next successful change at your firm

Start with a pilot. Build momentum. Deliver measurable results.

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