Partner Success & FAQ
Efficiency Improvements
Our software streamlines 1040 document organization and workpaper creation, reducing manual sorting and tie-outs so your staff can focus on higher-value work.
Trial Program Initiation
Test our efficiency with a single return trial to see how WorkpaperPro fits into your existing workflow before rolling out firm-wide.
Compliance and Review Ready
Every binder is meticulously organized to meet standard review and documentation expectations, helping your firm stay audit-ready.
How does licensing work?
WorkpaperPro is licensed per seat. Each license activates a set number of computers, and firms can deactivate a machine at any time to free up a seat for another computer.
What tech is needed?
A Windows computer and your firm's own Anthropic Claude API key. WorkpaperPro installs directly as a standalone application — no existing AI platform required.
Where is client data stored?
All source documents and generated workpapers stay on your firm's own computer. WorkpaperPro never stores or transmits your client data to us.