Smart Suite Workpapers and Templates is a comprehensive set of over 500 template documents and procedures covering all areas of an accountants practice (including workpapers, checklists, procedures, forms and letters).
Smart Suite Workpapers allow accountants to overcome one of their biggest challenges: that is, how to find the time and resources to make sure all staff are complying with all legislative requirements and in accordance with industry best practice. All documents are prepared by Business Fitness own CPA qualified accountants, and are updated on a monthly basis. The Smart Workpapers connect directly with cloud data files – (Xero, MYOB, QBO) – which gives you the power to automate your data flows with trial balance and ledger integration.
Smart Suite can be purchased as a stand-alone solution or can be fully integrated as part of our HowNow Document Management Software.
Individual Template Packs are available for Accountants looking for a simple, ready-to-go template solution. Each of the documents sets are prepared and reviewed by qualified CPAs and is fully up-to-date with all legislative and rate changes, so you can be confident in their quality and accuracy. Document Template Packs do not include Workpapers, and can be purchased then downloaded from our website shop. https://www.businessfitness.com.au/shop/
The benefits of Workpapers include:
- Reduced job review times by up to 75%.
- Significantly reduced risk of non-compliance and therefore the risk of PI claims.
- No re-keying of data with trial balance and ledger integration.
- Substantially reduced amount of re-work by having jobs done the right way the first time.