Workpapers

Seamless cloud workpapers that just…work

2-way integrations with Xero & QuickBooks mean you can focus on the accounting whilst we automate the data entry. Standardise your Workpapers workflow in a familiar, locked-down Excel environment.

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Why choose Active?

2-way Integrations with Xero & QuickBooks

No more importing and exporting data. Data flows seamlessly between Active and your bookkeeping platform so you can focus on the accounting.

Standardise your workpapers with custom templates

Use our template library or create your own to standardise how workpapers are completed across the firm.

Familiar, locked-down Excel environment

It’s workpapers in Excel, like you’ve never experienced before. Locked down workbooks, 2-way integrations, and a workflow your team is already familiar with.

One click creation or roll-over from last year

Either create a new binder from scratch with an existing template, or click to roll-over from last year. Active imports the data from Xero or Quickbooks automatically.

Capture & share client queries and review points in one place

No more back & forth with spreadsheets. Active allows you to add client queries and review points that relate to specific accounts. Work collaboratively on internal notes and easily send out client queries when you’re ready.

Export a Trial Balance to any other solution

Not using Active Ledger & Reporting? No problem. Easily export your trial balance to use in another system.

See Active Workpapers in action

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

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