Prepare turns uploaded documents into an organized, reviewable workpaper binder, automatically. Named, sorted, filed, and linked to source, so your preparers open the engagement with the work already done.
Preparers download documents, name and sort files, build the binder, and key numbers into a leadsheet by hand before any real work begins. The setup takes longer than the review.
Numbers get typed in manually, then checked against source documents page by page. One mismatch means digging back through the file to find where it came from.
When the binder is disorganized or numbers aren't tied out, reviewers spend their time reconstructing the work instead of reviewing it. The engagement stalls.
“Firms are under pressure to increase capacity without endlessly adding headcount or overtime, but quality still matters. Accountant expertise still matters. Prepare helps firms scale that expertise more effectively.”
Prepare replaces manual binder setup with an automated workflow. Documents come in, the binder builds itself, and every number ties back to source. Your team starts at review, not setup.
When a client finishes uploading through Collect, Prepare is already working. The binder is named, sorted, and filed into your firm's folder structure before a preparer touches anything.
Every value flows from the source document into the leadsheet, linked back to the exact page it came from. No re-keying, no manual cross-referencing.
Preparers open an organized binder with source and leadsheet side by side, correct what needs fixing, and re-run without starting over.
Prep falls apart in two places: building the binder and tying out the numbers. Prepare handles both, then gives your team the tools to review fast.
When your client finishes uploading through Collect, Prepare is already working. The binder is named, sorted, and filed into your firm's folder structure, ready before a preparer touches anything.
Every value flows directly from the source document into the leadsheet, with every number linked back to the exact page it came from. No re-keying, no cross-referencing by hand.
Prepare reads every document and flags what's missing, inconsistent, or needs attention, with a citation to the exact document and page so your team can verify in one click.
Ask anything about the engagement and get an answer grounded in that client's actual documents and questionnaire. "What W-2s am I missing?" "Did the client report any rental income?" Answered in seconds, not after digging.
Your preparers review and sign off at every step. Prepare does the work, your team makes the calls.
Most workpaper tools start from a pile of files someone still has to organize. Prepare starts from intake, so the binder is built before your team opens it.
Because intake and prep run in one system, documents arrive already sorted and mapped. No re-uploading, no re-organizing, no handoff gap between tools.
Prepare reads documents the way your team does, with citations back to source so every insight is verifiable, not a black box.
Source and leadsheet side by side, numbers tied out, and a clear trail for sign-off. Your team reviews the work instead of rebuilding it.
Prepare turns client documents into an organized, reviewable binder automatically, so your team spends less time building workpapers and more time on the work that needs their judgment.