Smart Workpaper Features
User guide on how to use features of the Smart Workpapers.
When your firm sets up Smart Workpapers, the administrator will set up a user account for you. From there, you will receive an email inviting you to start ...
Fri, 30 Jun, 2017 at 3:28 PM
The home page is an important part of Smart Workpapers, it contains a lot of client specific information that is used throughout the workpapers. Below is a...
Tue, 30 Jul, 2019 at 5:32 PM
A short video on these feature can be found here. Adding Workpapers Click on the "Insert" button to add workpaper. Workpapers can be a...
Thu, 1 Aug, 2019 at 7:43 PM
Generating Index A short video on this feature can be found here. The generate index feature will generate a list of all available worksheets into t...
Thu, 1 Aug, 2019 at 7:03 PM
There are a number of Smart Workpapers that have a summary of information included on the index page (e.g. the Loan Calculator, Company Debit Loan and ...
Tue, 29 Nov, 2016 at 11:39 AM
Installing and Activating To activate the workpapers tab first, download the latest add-in from the Smart Workpapers website - for more information see...
Tue, 30 Jul, 2019 at 5:33 PM
Adding an item - you can add an item a few different ways: Workpapers tab -"Manage All" and selecting "Add" (click here for mor...
Fri, 16 Mar, 2018 at 2:32 PM
Import Process Where you have used Smart Workpapers in the prior year, you have the ability to "rollover" worksheets. The worksheets used in th...
Tue, 30 Jul, 2019 at 5:33 PM
This user guide details several features on the index page to enable users to track items such as Client Queries, Review and Rework, Checklist Items, Workp...
Tue, 30 Jul, 2019 at 5:34 PM
Various worksheets now allow you to inspect a balances calculation or go directly to the source worksheet. This allows a user to identify the origin of a ...
Thu, 1 Aug, 2019 at 8:05 PM