Make the switch to Tax Sorted today

The only workpaper solution your practice needs
Simplify compliance
No complex set up, just plug & play
No lock in contracts

Tax Workpapers simplified

  • Smart working trial balance
  • Checklists
  • Customisable Workpapers
  • Client’s group structure

Key benefits of tax sorted

  • Creates consistency and efficiency in the workpaper process
  • Streamlined DMS
  • Cloudoffis-AI creating better automation & integrations for your practice
Read the case study

Built with Accountants, for Accountants

Purpose-built tools shaped by real feedback from firms like yours—no unnecessary extras, no one-size-fits-all templates. Just what your team actually needs to standardise processes, operationalise efficiency, and feel supported every step of the way.

Whether you’re managing 50 or 5,000 tax files, Tax Sorted gives your team the tools to tackle tax work papers with less stress and more smarts.

Integrations for a seamless experience