Accounts Working Papers Software for UK Accountants
WpAccPac provides a structured, cloud-based working papers file for accountancy firms handling sole traders, partnerships, and small companies. Bring planning, schedules, fixed assets, queries, and completion together in one organised system.
Or explore a key feature: fixed asset register software →
A complete working papers file in one place
Planning and work programmes
Set up planning checklists, assign preparers and reviewers, and tailor work programmes for each client.
Lead schedules and supporting schedules
Build structured schedules with comparatives, linked documents, and clear organisation by client and period.
Fixed asset register
Maintain a full fixed asset register with depreciation, disposals, and automatic rollforward between periods.
Queries and review tracking
Record, track, and clear queries throughout the assignment, keeping all review points in one place.
Accounts completion
Finalise journals, perform completion checks, and prepare accounts with a clear audit trail of work performed, including disclosure checklists.
Period rollforward
Carry forward working papers into the next accounting period with structure, schedules, and work programmes retained.
Explore key parts of the working papers file
Built for UK accountants and small business clients
WpAccPac is designed for firms working with sole traders, partnerships, micro-entities, and small companies. It works alongside your bookkeeping system and trial balance, providing structure and clarity to your working papers rather than replacing existing tools.
See how WpAccPac works in practice from setup through to period close.
Why firms move from Excel working papers to structured software
Many firms start with Excel working papers, but over time manual rollforward, broken links, version control, and review tracking can become harder to manage. Structured working papers software helps standardise files, improve review, and reduce admin without removing spreadsheets where they still add value.
How WpAccPac works alongside spreadsheets
No manual rollforward
Working papers carry forward automatically between periods, removing the need to copy and rebuild files each year.
Consistent structure
Every client file follows the same structure, making review and navigation faster and more reliable.
Everything in one place
Planning, schedules, fixed assets, and queries are all stored together rather than spread across multiple files.
Clear review trail
Sign-offs, completion status, and changes are tracked, making it easier to review and finalise assignments.
Work with spreadsheets more efficiently
WpAccPac is designed to work alongside your existing spreadsheets, not replace them. Many firms continue to use Excel or Google Sheets for detailed calculations, while using WpAccPac to structure, track, and complete the working paper file.
No rebuilding files each year
Working papers roll forward automatically, with prior year figures and structure carried through. This removes the need to copy spreadsheets or recreate files each period.
Automatic comparatives
Comparatives are generated as part of the rollforward process, so you do not need to maintain or re-link prior year figures manually in your spreadsheets.
Keep spreadsheets where they add value
Continue using Excel or Google Sheets for detailed workings, while linking them into a structured working paper file organised by client and period.
Periods locked once complete
Once a period is closed, key values such as depreciation are locked. This prevents changes after completion and maintains a clear audit trail.
Less time spent on admin and file management
Reduce time spent organising files, managing versions, and maintaining paper records. Everything is stored securely in one place and accessible to your team.
New to the topic? Read our guide on what accounting working papers are or compare the common problems with Excel working papers.