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Our Core Principles

Discover the core principles of Cimplico Workpapers: Control & Governance, Efficiency, and Visibility for smarter workpaper management.

Hannah Olsson avatar
Written by Hannah Olsson
Updated over 10 months ago

Our Core Principles

At Cimplico Workpapers, we’re driven by three key principles that shape every feature of our platform: Control & Governance, Efficiency, and Visibility. These principles ensure our solution meets the unique challenges of modern accounting firms, empowering you to work smarter and more confidently.

Control & Governance

Gain peace of mind knowing compliance workpapers are being completed following our rigid control & governance measures while maintaining the flexibility you need to operate, such as:

  • Configurable checklist and procedure templates at the firm-level

  • Role and entity-specific procedures

  • Explicit roles and inherent privileges in the app

  • Detailed audit trail of worksheet-related events

  • Automatic control checks to prevent the review and final certification of a workpaper if items are outstanding

  • Automatic update of review and certification status when data changes

Efficiency

Leverage the following efficiency-boosting features to optimise your firm's preparation of compliance workpapers:

  • Integrations

  • Advanced searching & filtering of data

  • Worksheet-specific checklist items

  • Automations (Coming soon)

Visibility

Reduce the time spent requesting status updates on jobs and take advantage of Cimplico Workpapers to track progress on work, thanks to:

  • Firm-wide insights

  • Group and entity-specific workpaper tracking

  • Workpaper dashboard providing an overview of a specific workpaper's progress

  • KPIs and alerts (Coming soon)

Why These Principles Matter

By combining Control & Governance, Efficiency, and Visibility, Cimplico Workpapers offers a solution that not only simplifies your processes but also enhances the quality and compliance of your work. These principles ensure you can:

  • Operate confidently with a controlled and governed workflow.

  • Save time and resources with streamlined processes.

  • Make data-driven decisions with greater clarity.

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