WorkpaperOS brings audit, bookkeeping, payroll, and tax under one roof — purpose-built for CPA firms that want to work smarter, not harder.
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Four powerful products, one unified platform. Start with what you need, expand as you grow.
AI-powered audit workpapers
Manage engagements, automate procedures, and collaborate with clients. Complete audit workpaper platform for modern CPA firms.
Bookkeeping for CPA firms
Streamlined bookkeeping workflow designed for CPA firms managing multiple clients. Automated reconciliation and reporting.
Payroll processing for firms
Process payroll for your clients with compliance built in. Tax calculations, filings, and employee self-service.
Tax preparation & filing
Professional tax preparation platform for CPA firms. Individual, business, and nonprofit returns with e-filing.
Row-level security, tenant isolation, encrypted storage. Your clients' data is protected at every layer.
17+ AI providers. Draft workpapers, analyze documents, generate templates from compliance requirements.
Cloud-native platform. No installations, no file syncing. Access your work from any browser, any device.
Secure portals for PBC document collection and peer review. No more email chains.
Track engagement progress across phases. Know exactly where every workpaper stands.
Share engagements with reviewers via secure read-only portals. Findings tracked inline.
Start with Audit at $75/month. Add more products as your firm grows.
30-day free trial · 1 seat included · Additional seats $49/mo
Join the CPA firms already using WorkpaperOS to work smarter.
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