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An accounting practice, given a workpaper solution and tools that finally connect.

Mora Wealth Accountants were looking for a workpaper solution: preparing workpapers from clients’ documents took too long. We built it, then built out a wider solution across the practice that connects the tools they already use, improving compliance and cutting preparation time.

In numbers80%

Reduction in compliance preparation time.

A workpaper line beside the invoice it came from

Connected across the practice

  1. 01WorkpapersPrepared from clients’ documents, ready for review
  2. 02Client documentsCollected and matched automatically
  3. 03Practice systemsJobs and clients kept in step
  4. 04EmailRequests and replies filed where they belong
  5. 05ReviewEvery figure traced back to its source

Less preparation, more compliance.

Mora were looking for a workpaper solution, and we built it. We’re also building out a solution across their practice that connects the tools they use, which has improved compliance, cut preparation time and lifted operational efficiency.

Client
Mora Wealth Accountants
Scope
Workpaper solution
Practice-wide integration
Ongoing build
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