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How we redesigned Silverfin
From research to redesign In part one, we explained why we decided to redesign Silverfin, and the research we undertook to understand where we could improve. We looked at how quantitative and
Working Papers
Streamline the preparation and management of your working papers to improve accuracy and efficiency.
Fast and painless preparation of working papers
When you have standardized how you want the firm to prepare and manage working papers, you can build automated templates in Silverfin for everyone to follow. These can be pre-populated with client data automatically from the Silverfin Data Hub and integrate fully with your financial statements and tax workflows too. Save yourself time and improve accuracy.
Ditch the spreadsheets
Complex spreadsheets are prone to errors, tough to maintain and often hard to use. Our automated and template-based workflows guide users through the working papers preparation process. Workflow progress tracking gives real-time visibility of the status of any client job.
Standardize on best practice
Our easy-to-use templating tools help you digitize your working papers preparation on Silverfin. Ensure one standardized way of working across the firm, no matter which team, department or office.
Managers can see the status of client work
Look across a portfolio to see the status of each client. Communicate with teams directly with built-in collaboration and file sharing tools. Share resources across clients now everyone has access to data and works the same way.
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This is the first post in a two-part series designed to give you more insight into why we did this, how we conducted our research and how that research shaped the direction
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