Welcome to the CCH Workpapers help centre
The place to find information, videos and more
Boosting accuracy and efficiency, CCH Workpapers streamlines the process of evaluating and documenting the financial position of businesses or individuals.
We’ve combined the strengths of Microsoft Excel® and the in-built smarts of our CCH Workpapers Excel Add-in to create an intelligent and flexible tool that helps accountants work smarter.
With a suite of over 60+ workpapers, you can be assured we’ll have a workpaper template for every occasion. The flexibility of our system even means you can easily integrate your own templates.
CCH Workpapers integrates with all leading accounting software providers including:
- iFirm
- APS
- MYOB AO & MYOB AO (Common Ledger)
- MYOB AE (MAS) & MYOB AE (Common Ledger)
- Xero
- Reckon One
About CCH Workpapers
Follow the links below to learn about your CCH Workpapers :
Get started with CCH Workpapers
Visit our Get started with CCH Workpapers help pages to learn how to:
- Access the workpapers from within CCH iFirm Document Manager (on premise), CCH iKnow or iFirm Intranet
- Install the CCH Workpapers Add-in on a PC or terminal server
- Activate the CCH Workpapers Add-in
- Complete the Admin setup and create a master workbook for your team
Use the workpapers
Visit our Use CCH Workpapers help pages to learn how to:
- Prepare the workbook for a client
- Import client data into the workbook
- Create a journal manually or automatically
- Review the workpapers
We also provide help for individual worksheets.
