Client Management: Manage client information effortlessly with Papercare

Client Management

Benefit from Companies House integration, secure data storage, detailed stakeholder profiles, and user-friendly interface with Papercare.

Client Master Data Storage

Working Papers provides a centralised environment storing all client master data securely. It offers single-click access to client profiles, including management information and address details.

Flexible Client Addition

Add individual clients to your database using an intuitive interface or save time by importing client data via a CSV file. This flexibility ensures efficient and accurate client data management.

Companies House Integration

Working Papers automates client data entry using the Companies House API. It retrieves and displays Limited company details instantly upon entering the registered company number, eliminating manual entry.

Detailed Stakeholder Information

Easily maintain client profiles by adding information about key people, such as company directors, sole traders, or partners. This feature helps create a more complete and detailed client record.

Security of Data

Set a password for a sensitive client. You can easily secure access to client files by adding a password.

User Friendly Interface

The client management system is user-friendly and easy to navigate. This enhances productivity and improves the overall user experience, making it simpler for users to manage client data efficiently.

Explore some more Features

P&L Insights

Review all profit and loss account codes to find mispostings to more than one account and then reclassify the transactions with an automated journal.

Software Integration

Seamlessly integrates with various software to automatically import data, eliminating the need for manual entry.

Ledger Analysis

Doing Ledger Analysis was never this easy. Filter the accounts to review and reclassify the transactions with an automated journal.

Customised Reports

Explore the customisable reporting feature, allowing you to easily select modules according to your specific needs.

Seamless Import

Easily import current year transactions from bookkeeping software using the API or use CSV file to import the data into the software.

Control Account

Review the control account summary, it’s movements, attachments, queries, review points and notes.

Roles & Permission

Access a centralised list of all team members and their information. Assign module-specific roles and permissions to each member individually and set their status as active or inactive.

Firm's Dashboard

The Firm’s Dashboard provides an overview of all jobs, showing their status and includes a file counter of the firm. This ensures detailed tracking and management of all jobs.

Client's Dashboard

Quickly get an insight into the job status to understand which tasks are completed, in progress or not started yet. You also get a quick view of outstanding queries and review points.

Chart of accounts

Get a customised chart of accounts according to your firm’s needs. Adjust codes and schedule references to suit your specific requirements.

Accounting Workflow

Enjoy the benefits of a cloud-based working paper solution to transform raw bookkeeping data into financial statements, eliminating preparing manual Excel spreadsheets and maintaining paperwork.

Final Pack

Save up-to-date final reports, conveniently consolidated in one location for immediate access.

List of attachments

Easily find and access all the attached documents in one place.

Quickly Add

Easily add a new journal, note, query or review point without navigating to its particular page. This will help in time-saving with a reduced number of clicks.