Inventory the workbook
Identifies sheets, columns, periods, totals, and the schedules that need to be tied together.
Client tool preview
Turn an audit workbook into organized findings
See how the client tool inventories an auditor's workbook, checks the schedules, and organizes findings. Workbook uploads, analysis, saved decisions, and exports stay inside the portal.
Client workflow preview
What Work Papers does
The portal preserves an auditor's workbook as a durable client matter and turns its schedules into a structured review with traceable exceptions and support.
The working interface lives in the client portal
This public page shows capabilities and deliverables only. It does not ask client questions, accept documents, or calculate a personalized result.
Map and tie out
Connects source fields, checks totals, and makes missing or inconsistent data visible.
Run targeted checks
Reviews classifications, rates, calculations, and exceptions without losing the link to the source cell or row.
Document the response
Organizes findings, client explanations, authority, and supporting records for review and response preparation.
What the client receives
- A saved workbook inventory and mapping record.
- Tie-out results, rate checks, and traceable exceptions.
- Organized findings with supporting notes and authority.
- Exportable work papers and a review-ready summary.