Audit Trail Management
2 products
Xero Workpapers
Xero
·Tax Management+4
-
Supervizor Platform
Supervizor
·Financial Reporting+1
-
Tax ManagementMainAudit Trail ManagementDocument CollaborationBusiness Process AutomationFinancial Reporting
Xero Workpapers streamlines compliance workflows for accountants and bookkeepers, offering tools for managing and reviewing financial documents.
Features
- Automate data extraction from Xero for workpapers
- Map client data to reporting and tax with report codes
- Customize checklists to ensure compliance steps are followed
- Draft adjustments and tax calculations without affecting the ledger
- Export workpapers and supporting documents for audits
- Bulk update workpaper statuses, preparers, and reviewers
- Assign multiple staff to a workpaper pack
- Track progress with clear statuses and lock completed packs
Tax ManagementMainAudit Trail ManagementDocument CollaborationBusiness Process AutomationFinancial Reporting
Xero Workpapers streamlines compliance workflows for accountants and bookkeepers, offering tools for managing and reviewing financial documents.
Features
- Automate data extraction from Xero for workpapers
- Map client data to reporting and tax with report codes
- Customize checklists to ensure compliance steps are followed
- Draft adjustments and tax calculations without affecting the ledger
- Export workpapers and supporting documents for audits
- Bulk update workpaper statuses, preparers, and reviewers
- Assign multiple staff to a workpaper pack
- Track progress with clear statuses and lock completed packs