Active + iManage

Seamlessly connect iManage with Active to streamline document management. Search, link, and review supporting documents directly within Active Workpapers—without switching between applications.

Access and link iManage documents directly in Active.

Keep supporting documents linked to the right accounts for easy reference.

Ensure all relevant files are connected to workpapers for a smooth workflow.

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What is Active + iManage?

Active’s iManage integration brings powerful document management directly into your accounting workflow. By linking supporting documents to workpapers within Active, firms can improve efficiency, enhance review processes, and eliminate time wasted searching for files in multiple systems.

How it works

Connect iManage to Active

Seamlessly sync your iManage documents, making them accessible within Active.

Link Documents to Workpapers

Search and attach the necessary files to accounts, ensuring supporting documents are always in the right place.

Simplify the Review Process

Reviewers can quickly access linked documents within the system, keeping workflows smooth and efficient.

Why Firms Love Active + iManage

A faster, more organised way to manage supporting documents—directly within your accounting workflow.

Standardise your way of working
Keep all supporting files structured and accessible in one system.

Automated accounting workflows
Eliminate document-hunting with seamless in-app linking.

Scale with flexibility
Easily integrate iManage with your existing processes for a more efficient review system.

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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

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Active + iManage

What is Active + iManage?

How it works

Connect iManage to Active

Link Documents to Workpapers

Simplify the Review Process

Why Firms Love Active + iManage

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

“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.”

“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.”

“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.”

“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.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.