Document Management

52 products

File StorageDocument CollaborationVersion ControlApproval WorkflowsOCR & IndexingSecure File SharingeArchiveDocument SearchAccess Controls for DocumentsRecords ManagementPDF Editors
Xero Workpapers
Xero
·Tax Management+4
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Xero HQ
Xero
·Accounting Platforms+4
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Vimeo Enterprise
Vimeo
·Video Collaboration+4
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Adobe Acrobat
Adobe Acrobat
·PDF Editors+4
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Learnosity Author
Learnosity
·Assessment Platforms+3
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Lark
Lark
·Collaboration Hubs+4
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CBAM
Greenly
·Business Process Automation+2
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LockFiles
LockSelf
·Cloud Storage+4
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LockPass
LockSelf
·Password Management+3
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Wimi
Wimi
·Collaboration Hubs+5
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Tresorit FileSharing
Tresorit
·Cloud Storage+1
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Tresorit Engage
Tresorit
·Secure File Sharing+4
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Tresorit SecureCloud for Businesses
Tresorit
·Cloud Storage+4
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Slite AI Knowledge Base
Slite
·Knowledge Bases+3
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Pitch
Pitch
·Presentation Design+4
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PandaDoc
PandaDoc
·Document Collaboration+4
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Microsoft 365
OVHcloud
·Document Collaboration+4
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Nextcloud Assistant
Nextcloud
·Enterprise Knowledge Assistants+4
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Nextcloud Office
Nextcloud
·Document Collaboration+2
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Nextcloud Groupware
Nextcloud
·Collaboration Hubs+4
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Nextcloud Files
Nextcloud
·File Storage+2
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Form OCR API
Mindee
·Document Data Extraction+2
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Jotform Inbox
Jotform
·Forms-to-Workflow Automation+2
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Jotform Tables
Jotform
·Forms-to-Workflow Automation+2
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Jotform Enterprise
Jotform
·Forms-to-Workflow Automation+3
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Confluence
Atlassian
·Team Workspaces+4
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SwissTransfer
Infomaniak
·Secure File Sharing+2
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kDrive
Infomaniak
·File Storage+4
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Coda
Coda
·Team Workspaces+4
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Grist
Clever Cloud
·Document Collaboration+4
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Smart Docs
Pipedrive
·CRM Platforms+4
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Notion
Notion
·Team Workspaces+2
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Claude Cowork
Anthropic
·AI Workflow Automation+4
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Gen for Salesforce
DocuSign
·Quote Generation+4
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Dropbox Fax
Dropbox
·Document Collaboration
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DocSend
Dropbox
·Secure File Sharing
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Dropbox
Dropbox
·Secure File Sharing
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Box AI
Box
·Enterprise Knowledge Assistants+3
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Box Content Cloud
Box
·Document Collaboration+4
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Excel-Word Synchronization
Leeway
·Data Sync Automation+2
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Microsoft OneDrive
Microsoft OneDrive
·Cloud Storage+2
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Zoom Sheets
Zoom Video Communications
·Self-Service Analytics+4
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Zoom Slides
Zoom Video Communications
·Presentation Design+3
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Zoom Canvas
Zoom Video Communications
·Document Collaboration+2
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Zoom AI Productivity Suite
Zoom Video Communications
·AI Knowledge Assistants+5
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Google Sites
Google Workspace
·Team Workspaces+2
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Google Forms
Google Workspace
·Forms-to-Workflow Automation+2
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Google Slides
Google Workspace
·Document Collaboration+2
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Google Sheets
Google Workspace
·Document Collaboration+2
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Google Docs
Google Workspace
·Document Collaboration+2
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Google Drive
Google Workspace
·File Storage+2
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Microsoft 365
Microsoft
·Document Collaboration+2
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Tax ManagementMainFinancial ReportingAudit Trail ManagementDocument CollaborationBusiness Process Automation

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
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