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File Maintenance

Working Papers has several features to maintain your client files, ensuring that your documents are clean, accurate, up-to-date, and comply with governing standards. The four file maintenance features include:

  • Remove sensitive information within your client file.

  • Comply with established standards governing the documentation that an auditor should prepare and retain using the Lockdown feature. Lockdown creates a milestone or snapshot of the file at the time the file is locked down.

  • Keep client files organized and well-maintained using various maintenance procedures.

  • Close a file to the next year, rolling forward the current file's closing balances to create opening balances for the new file.