Products

MyWorkpapers is a cloud based platform specialising in workpapers for monthly, quarterly, year-end file preparation as well as providing specific and compliance assured content for financial audits.

DaitaGRC - GRC solution that integrates SOX compliance with AI, using smart workpapers, automated request tracking, and complete oversight of your internal audit intiatives. DaitaGUARD - Gain complete oversight of your IT asset inventory, empowering you to track, monitor, and optimize resources effortlessly. DaitaCOMPARE - Compare files and find differences between an array of file types. Compare source code from year-to-year at the click of a button.

ChangeGPS is a comprehensive suite of frontline accounting applications designed to streamline practice management and enhance client advisory services for accounting firms of all sizes. By automating routine tasks and standardizing processes, ChangeGPS empowers accountants to focus on delivering high-value services, thereby increasing profitability and reducing operational stress. Key Features and Functionality: - Core: Provides over 500 best-practice documents, including templates and workp

SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 23,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service.

Practora Spark is an AI finance teammate for teams using Xero and Slack. It prepares month-end work from ledger data and source documents, including draft bills, proposed journals, formula-backed Excel workpapers, reconciliations, and reporting answers. Users review, edit, approve, or reject each output in Slack while Xero remains the system of record. Spark creates drafts only; posting, paying, and final authorisation stay with named users. It keeps the source evidence, working, reviewer decisi

Tax Workpapers Simplified Standardise your workpaper process AI Powered Workpaper automation Simplify compliance

Manage your workpapers and reporting with client accounting software Manage assets, prepare reports and access all your workpapers with AI-powered, cloud-based software designed for accountants.

Audit with technology, not time. AuditMiner improves the quality and efficiency of the EBP audit process with automated Workpapers and SOC Review Toolkits. The AuditMiner Platform is a powerful, yet simple tool to create Workpapers in minutes instead of hours.

Lunar Papers builds tax workpapers for small CPA firms. Upload last year's return and everything the client sent; every document is identified, renamed and filed, the prior year is proven line by line, carryforwards are rolled, and you get one reviewer-ready Excel workbook for Form 1040, 1120-S, 1065 or 1120, with the expected refund or balance due before anyone opens the tax software. When the return is keyed, upload it as a PDF: every line is tied to the workpapers and every difference comes w

Gambling Tax is tax compliance software that automates the collection, matching, and reconciliation of W-2Gs, 1099s, sportsbook and casino statements, IRS transcripts, and bank records into audit-ready workpapers. The system identifies duplicates, gaps, missing months, and audit risks before preparers review files. Clients sign Form 8821 to release IRS transcripts, which are processed alongside matched statements, enabling preparers to finalize one complete workpaper. The software applies consis

Oxus is an AI-powered platform designed to automate and streamline internal audit workflows, enabling audit teams to deliver more audits faster and with greater efficiency. By leveraging advanced artificial intelligence, Oxus transforms hours of manual tasks—such as flowcharting and control testing—into review-ready outputs within minutes. Key Features and Functionality: - Automated Control Testing: Utilizes AI to pull evidence, analyze content, and generate comprehensive workpapers ready for

Crosstie Practice is the operating layer of an accounting firm. Client records, document requests and secure storage, a workflow that moves a job from preparation through review to sign-off, and e-signature for engagement letters, all in one system rather than four. Built for firms that want their practice management, workpapers and tax software to be the same product, so nothing is re-keyed and nothing falls between tools.

Finbryn provides outsourced bookkeeping, month-end close, audit support, tax-preparation support and virtual CFO work for US small businesses, inside the client's own QuickBooks Online or Xero file. Bookkeeping plans are priced on a public rate card. Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation. It is not a CPA firm: Finbryn prepares the tax workpapers, and a CPA named on finbryn.com/us/team reviews and signs each return as preparer of record.

Empty Spaces helps finance teams prepare reconciliations, investigate the exceptions holding the close open, and route proposed corrections for review. Agents gather source records, match transactions and prepare workpapers and supported journal entries. Finance teams review the supporting evidence and retain approval over accounting decisions. Teams start with one workflow, validate the results against their records, and expand as the process is put into operation. Empty Spaces also supports fi

CoController AI is a month-end close tool for US accounting firms on QuickBooks Online. A Chrome extension (https://chromewebstore.google.com/detail/cocontroller-ai-%E2%80%94-qbo-clo/eofdfecgbhnhfajdojmknfecloljibjd) works inside QBO, and the web Close Center tracks close status across clients: bank recs, uncategorized items and statements. AI suggests categorizations with confidence and reasons, learning from the firm's history; it supports reconciliations, drafts flux variance explanations and

AuditCraft Suite is a web-based internal audit platform for individual auditors and audit teams. It connects risk assessment, annual planning, engagement management, fieldwork, reporting and follow-up in one workspace. The platform includes enterprise risk management and KRIs, risk and control matrices, audit programs, sampling and testing, workpaper review, findings and observations, draft reporting, exit meetings and final report release. It also supports Audit Committee oversight, QAIP, audi

When an auditor challenges a standalone selling price (SSP) allocation, most Controllers defend it from a hand-built spreadsheet. Soluqube replaces that spreadsheet with a deterministic engine: you confirm the performance obligations and stated prices, and Soluqube returns the relative-SSP allocation, the full-term recognition schedule with terminal-period remainder absorption, and an audit-ready evidence workpaper. Arithmetic is integer (BigInt) at 10^6 scale, rounded to cents, so the schedule