Audit workpapers,
reimagined.
WorkpaperOS is the AI-powered platform that helps CPA firms manage engagements, automate procedures, and collaborate with clients — all in one place.
30-day free trial · No credit card required · Cancel anytime
Trusted by modern CPA firms
Built for how auditors actually work
From engagement setup to peer review, every step is streamlined.
Engagement Management
Create engagements from templates, track progress in real-time, and roll forward from prior years with one click.
- Template-driven setup
- Real-time progress tracking
- Prior year roll-forward
Financial Statements Engine
Upload your GL, reconcile to TB, post adjustments, and generate formula-driven statements — NFP and For-Profit.
- GL import & TB reconciliation
- Adjusting journal entries
- Formula-driven statements
AI-Powered Intelligence
Draft workpapers, analyze documents, generate templates from compliance requirements — with 17+ AI providers.
- AI workpaper drafting
- Document analysis & OCR
- 17+ AI provider integrations
Everything else you need
A complete toolkit for every phase of the audit lifecycle.
Risk & Materiality
CRA matrix, materiality calculations, and flux analysis — all automated and interconnected.
Client Portal
Secure PBC document collection. Clients upload directly to their engagement — no more email chains.
Peer Review
Share engagements with external reviewers via a secure read-only portal. Always peer-review ready.
Sampling Engine
Statistical and non-statistical sampling with automatic population import and selection.
File Library
Organize PBC documents, permanent files, and correspondence in a structured, searchable library.
Excel Export
Export any workpaper, trial balance, or financial statement to formatted Excel with one click.
Simple, transparent pricing
Start with a 30-day free trial. No credit card required.
Professional
Everything you need for modern audit engagements.
Additional seats: $49/seat/month
Start Free Trial- 1 seat included
- Unlimited engagements
- Engagement management
- Financial statements engine
- Risk & materiality tools
- Client portal
- Peer review portal
- Standard workpaper templates
- Email support
Premium
AI-powered features and advanced analytics for growing firms.
Additional seats: $49/seat/month
Start Free Trial- 1 seat included
- Everything in Professional
- AI-powered workpapers
- 17+ AI provider support
- Advanced analytics & dashboards
- Custom template builder
- Document intelligence (OCR + AI)
- Priority support
- API access
Loved by auditors everywhere
See what CPA firms are saying about WorkpaperOS.
“WorkpaperOS cut our audit prep time in half. The AI-powered procedures and built-in templates are a game changer for our firm.”
Sarah Mitchell
Managing Partner, Mitchell & Associates CPAs
“The client portal alone saved us dozens of hours per engagement. No more chasing PBC documents over email.”
James Okonkwo
Audit Director, Okonkwo, Reed & Partners
“We passed our peer review with flying colors. Every workpaper was organized, cross-referenced, and export-ready.”
Linda Chen
Senior Auditor, Pacific West Accounting
Ready to modernize your
audit workflow?
Join the CPA firms already using WorkpaperOS to deliver faster, smarter audits.
Start Your Free Trial30-day free trial · No credit card required