To turn these features ON for your firm please contact

Brief introductory film:

Auto Insert - When using Connected Workpapers the Add-In will now populate the most commonly used templates for your convenience. Choose to add those recommended by the Add-In or change to suit your requirements.

Auto Populate - The Add-in will automatically populate the financial data from your connected Practice Manager into the worksheets that have been inserted. The Add-In and it's capabilities are constantly being updated to bring you an efficient and robust Workpaper product.

Reconcile Assist -  The Add-in will automatically show in the Index if an account is reconciled or not.