Our Process
01
Local Install
Install the Windows desktop application locally and connect your Claude API key safely.
02
Source Files
Load tax returns and documents into the app to begin the AI cross-referencing process.
03
Review Output
Generate linked workpaper binders locally. Review technical data and reconcile variances using Claude's intelligent analysis while keeping all client data on your machine.
Modern CPA Data Security
Standardized, audit-compliant 1040 workpaper binders for tax professionals
Fast Review
Boost efficiency by 50% using Claude to categorize and index documents. The Windows app eliminates manual tracing and provides automated diagnostic alerts for every tax file.
Accuracy Focused
Reduce errors with automated tie-outs linked to source evidence. The app creates binders from documents and flags data mismatches between source files and the final tax return.
Wide Access
Comprehensive tools for federal individual income tax and multi-state jurisdictional compliance.
Local Privacy
WorkpaperPro runs as a standalone Windows application, utilizing Anthropic’s Claude to process workpapers without compromising your firm’s internal security or privacy.