Streamline the preparation and management of your working papers to improve accuracy and efficiency.
Ensure one standardised way of working across your firm for a consistent approach to preparing client files. Use best practice workflows for your different client types and processes. Our digital templates are automatically pre-populated with live bookkeeping data. Fully integrated with your accounts production and reporting so you only have to enter data once.
Complex spreadsheets are prone to errors, tough to maintain and often hard to use. Our automated and template-based workflows guide users through the working papers preparation process, ensuring everyone works the same way. Workflow progress tracking gives real-time visibility of the status of any client job.
Now your firm can have one standardised way of working that follows industry best practice. Use our off-the-shelf templates or tailor them to suit your needs. And for firms using the Mercia methodology, this is fully integrated into Silverfin's working papers too.
We give you templates to follow for many client types including limited companies, LLPs, sole traders and partnerships. And we're continuously updating our software to keep pace with regulatory changes too, giving you peace of mind you're always up-to-date.
"We’ve managed to transition our team from what were very manual ways of working, to one very digital way of working.”
Kirsty Yuill, Business Advisory Director at Johnston Carmichael
Advisory Services
