CPA-Grade Automation

The 1040 workpaper binder that builds itself.

Audit-ready binders in minutes inside your Microsoft 365.

How It Works

Add WorkpaperPro to your firm’s own Microsoft / Cowork environment.

Drop in the client’s source documents in any order.

Receive a complete, organized, tied-out federal + state workpaper binder.

41 income-tax states & D.C. — mapped to the exact line. Every figure tied to its source and totaled for you.

Automated, audit-ready 1040 workpapers designed for the modern CPA firm.

Up to 75% less workpaper-building time with automated sorting and source linking.

Every figure tied to its source and totaled for you, catching omissions automatically.

Federal + all 41 income-tax states and D.C., with individual state line tie-outs.

Runs entirely inside your Microsoft tenant. Client data never leaves your firm.

Request a demo or discounted pilot.