WorkpaperOS

The operating system for modern accounting firms.

Audit, books with payroll, tax, and apprenticeship — each one a focused product app, deployed independently, so your team can ship work without one release breaking another.

Pick a product to learn more. Product pages explain each app's access path; Apprenticeship is free for CPA firms.

Products

One platform. Focused product apps.

Each WorkpaperOS product runs at its own subdomain and ships on its own schedule. Pick one to open it.

Workpapers

Audit

Engagement workpapers that stay live with the books.

Plan engagements, run procedures, attach evidence, and review with the team. Built for firms that want audit documentation that doesn't drift from the underlying numbers.

  • Engagement planning and risk assessment
  • Procedure library with sign-off and reviewer notes
  • Evidence vault with file versioning and MCP-driven analysis

Try Audit free for 30 days. No card required.

Accounting

Books

Bookkeeping, billing, and client accounting by country.

Run client books end-to-end: bank feeds, reconciliations, invoices, bills, and country-specific compliance. Pick your country on the next screen.

  • Bank feeds, reconciliation, and journal entries
  • Invoices, bills, and AP/AR aging
  • Country-specific chart of accounts and tax filings

Choose your country on the next screen.

Payroll

Payroll

Payroll runs, employee records, and country-specific filings.

Payroll lives inside Books for each country, so payroll, books, and tax filings stay in sync. Pick your country on the next screen — payroll is bundled in.

  • Payroll runs and employee records
  • Country-specific statutory filings (US, CM, NG/ZA coming)
  • One product with Books — no separate add-on to wire up

Choose your country on the next screen.

TaxPro

Tax

Tax preparation, filing workflows, and review queues.

Prepare and review individual and entity returns with year-aware forms, jurisdiction rules, and a structured review queue. Each tax year is its own focused workspace.

  • Year-by-year return workspaces
  • Federal and state jurisdictions
  • Reviewer queues and e-file status tracking

Try Tax free for 30 days. No card required.

Training

Apprenticeship

Train accounting apprentices on real workpapers.

A guided training environment that walks apprentices through accounting, audit, and tax workflows on safe, sandboxed engagements before they touch live client work.

  • Structured learning tracks
  • Sandboxed practice engagements
  • Progress tracking and reviewer feedback

Free for CPA firms. Create a firm workspace to invite apprentices.

Why WorkpaperOS

A platform that won't break your firm.

Most accounting platforms ship one giant app. When something breaks, everything breaks. WorkpaperOS keeps each product isolated so your live client work isn't held hostage by an unrelated release.

Built by a CPA, for CPAs

WorkpaperOS is run from a working accounting firm. Every workflow has been used on real engagements before it ships.

Independent product apps

Each product runs in its own deployment, so a release in one app never disrupts another. Your audit work isn't at risk when the books team ships.

Country-aware from day one

Books, payroll, and tax are split by country so jurisdiction rules stay clean. We grow into new countries without bending the apps that are already live.

For firms

Built around how small and mid-size firms actually work.

WorkpaperOS isn't a re-skin of generic accounting software. The audit module reflects how a real engagement is run. The books module is what a CAS team actually needs. Tax is structured year-by-year so prior years don't get clobbered when forms change.

Pick a product to explore
  • Per-product subdomains so deploys never collide
  • Country-specific Books and Payroll instances
  • Year-by-year Tax workspaces (current and historical)
  • Reviewer access without sharing source files
  • MCP endpoints per product for AI-assisted workflows