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Product image for Getting Started

Getting Started

Get comfortable navigating Cimplico Workpapers. Learn about our story, our goals, and the core features that will help your firm work more efficiently. Length: 15 minutes

Course•By Hannah Olsson

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Product image for Entity and Group Management

Entity and Group Management

Learn how to set up and manage entities and groups in Cimplico Workpapers. We’ll cover different methods depending on your app stack, as well as ongoing management. Length: 35 minutes

Course•By Hannah Olsson

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Product image for Firm Templates and Standards

Firm Templates and Standards

Discover how to customise your firm’s content by setting up and managing templates. Explore Procedures, Checklists, and Other Schedule Templates, and see how they interact in workpapers. Length: 20 minutes

Course•By Hannah Olsson

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Product image for Workpaper Foundations

Workpaper Foundations

Follow the complete lifecycle of a workpaper, from creation through to review and close. Explore all the key features, entries, and tools you’ll use day-to-day. Length: 75 minutes

Course•By Hannah Olsson

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Product image for Inter-Entity Reconciliations

Inter-Entity Reconciliations

Learn how to set up and use our Inter-Entity Reconciliation feature to quickly identify when inter-entity balances align and highlight any variances. Length: 10 minutes

Course•By Hannah Olsson

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Admin Bundle

The Admin Bundle covers recommended courses for firm administrators, focusing on firm-level setup and management tasks such as templates, user permissions, and system configurations.

Bundle

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