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Versatile Working Papers for All Client Types

Fast, accurate, paperless preparation and review of your client accounts with digital working papers templates.

 

Connected live to your client data they avoid duplicated work, reduce errors and can halve the time it takes to prepare year-end accounts.

Working Papers

Create one way of working

Smart, connected working paper templates help ambitious accounting firms standardise and automate the preparation of client accounts. Powered by the Silverfin Hub, which makes live client data accessible to anyone in your firm from anywhere, Silverfin’s working paper templates ensure a standardised way of working. 

Automatically pre-populated with live bookkeeping data and fully integrated with accounts production and corporation tax workflows means you only have to enter data once. While automated reconciliations remove significant amounts of manual work. 

No more wasted work in spreadsheets

Remove repetitive, error prone tasks with automated data syncs that ensure the client data in your working papers is always up-to-date and accurate.

 

Our intuitive working papers guide users through the preparation process workflows. Progress tracking gives real-time visibility of any client file, while in-context communication ensures clients and accountants resolve queries quickly.

Standardise with best practice templates

Implement industry best practice with our off-the-shelf templates, and tailor them to suit your needs. You can create workflows that standardise any type of common client job, and even use The Mercia methodology, which is already fully integrated into Silverfin’s working papers.

Versatile Working Papers for All Client Types

Silverfin’s templates support many client types including limited companies, LLPs, sole traders and partnerships. And, we continuously update our software to reflect regulatory changes, giving you peace of mind you’re always up-to-date.

Johnston Carmichael

“We’ve managed to transition our team from what were very manual ways of working, to one very digital way of working.”

Kirsty Yuill, Business Advisory Director at Johnston Carmichael

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Frequently Asked Questions

With Silverfin’s digital working paper templates, you can efficiently prepare and review your client accounts. Eliminate errors and say goodbye to manual work thanks to a live connection to the client bookkeeping system and automated reconciliations. Preparing year-end accounts can take half the time, letting you focus on understanding the numbers, not crunching them.

Silverfin’s templates support many client types including limited companies, LLPs, sole traders and partnerships. And, we continuously update our software to reflect regulatory changes, giving you peace of mind you're always up-to-date.

 

With industry best practice off-the-shelf templates there’s also the ability to tailor them to suit your needs. Plus, you can create workflows that standardise any type of common client job, and even use The Mercia methodology, which is already fully integrated into Silverfin's working papers.

We’ve integrated Mercia’s disclosure checklists seamlessly into our software.  This means you can ensure the Mercia planning and completion checklists are followed as part of our best-practice workflows when preparing client accounts.  What’s more, thanks to this direct integration, any updates to Mercia’s methodology are automatically reflected in our software, giving you peace of mind.

With automated data syncs, your client’s bookkeeping data is always live in the Silverfin Hub.  This means your entire team are working with the latest information and can avoid wasted effort, exporting and importing data. With Silverfin’s working papers templates automatically connected to the source data, you can avoid human errors and improve the quality of your client deliverables.

Everyone in your firm and all clients will benefit as Silverfin helps improve accuracy with live data, enhanced with AI mapping, and best practice templates. Connected workpapers flow through in half the time as automation and in-context communication tools resolve queries and remove reviewing bottlenecks. Finally, standard reporting provides easy access to P&L, Balance Sheet and Key Financial Metrics with customisable branding and charts to bring your data to life.

As a core Hub module, working papers in Silverfin are connected to smart collaboration tools that reach across your firm and connect with clients. This makes it straightforward to assign, review and manage work with in-context and integrated communications, tasks and to-do's.

 

Alongside this, best practice workflows standardise your common compliance jobs with checklists, progress tracking, integrated review, audit log and much more.

Improve access and accuracy with real-time client data that flows into best practice working papers, supported by AI mapping. Year-end preparations and corporation tax submissions can take 50% less time using automation, AI data checking and in-context communications.

Speak to us today to learn how you can become a connected accountant.

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