Built By A Practicing CPA
WorkpaperPro was built by a CPA who knows the grind of preparing correct workpapers — sorting scans, building lead sheets, tying every figure to a source, and chasing the one document that didn't make it onto the return. Every firm fights the same battle: hours of careful, repetitive work on every file, followed by reviewers who repeat the document hunt before signing off.

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Built For Your Desktop
WorkpaperPro runs as a standalone Windows application, installed directly on your firm's own computers. Upload the finished return and the client's documents in any order. Using your firm's own Anthropic Claude API key, WorkpaperPro assembles a complete, tied-out, audit-ready binder — federal plus all 41 income-tax states and D.C.

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Audit-Ready Compliance
Missing or mismatched items are flagged instantly, every figure ties to its source, and every lead sheet is built for you.

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Your Data Stays On Your Computer
Source documents and completed workpapers never leave your firm's own computer. Your staff gets consistent workpapers every time. Your reviewers see only the exceptions that matter.

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Faster, Audit-Ready Reviews
WorkpaperPro turns the most tedious part of tax preparation into a fast, reliable, repeatable workflow — so your team can focus on higher-value advisory and client service.