Setting up Cimplico Workpapers

Cimplico Workpapers is an easy-to-use, simple-setup application to manage your firm's accounting compliance workpapers. Workpapers' cloud-based nature means you can get your firm started in a few easy steps from your web browser. When you sign up, you'll have 30-day access to Cimplico Workpapers with no credit card required.

This article outlines the steps required to set up Cimplico Workpapers in your firm and link you to the relevant articles covering these steps in more detail.

Before you begin

Before proceeding with the setup, it's highly encouraged you refer to our Before you begin article, which introduces different implementation approaches and advice regarding migration of data, allocation of project champions, staff training and learning, and a recommended implementation plan.

Setup steps

Note

The firm administrator is responsible for establishing the firm in Cimplico Workpapers; therefore, the account used to establish the firm is linked to the firm. It is recommended firms use a firm-wide email rather than an employee's work email to avoid the case where the employee account cannot be accessed.

Below are the steps required for setup, each linking to an article guiding you through the step in detail.