Workpapers
Tax workpaper software that builds the binder for you.
Paloma is tax workpaper software for firms without a workpaper department. The documents your clients uploaded become compiled, review-ready workpapers - every number sourced, every schedule in return order.
The binder is the bottleneck.
Spreadsheet archaeology
Last year's workbook, copied forward, with formulas nobody trusts and tabs nobody remembers making.
Re-keying parsed data
The numbers were already read once - by a human, off a PDF, into a cell. Doing it twice is how errors get in.
Reviews without receipts
When a reviewer can't see where a number came from, every question becomes a document hunt.
How Paloma builds workpapers
From parsed documents to a review-ready package.
Compiled automatically
One click turns the folder's parsed documents into structured workpapers - income summary, deductions, supporting detail.
Every number sourced
Workpaper values keep provenance to the exact page and box of the source document. Verification is a click.
QuickBooks data included
Pull client financials straight from QuickBooks into the workpaper, so business returns start from real numbers.
Review and sign-off
Markup tools, tick marks, and staff sign-off live in the same view as the source documents - review happens where the evidence is.
Excel export
Take the finished workpaper anywhere - it exports to Excel, formatted, for whatever downstream process you run.
Consistent every time
Every client's binder is compiled the same way - new staff read any file because every file reads the same.
Workpapers are only as good as their inputs: see how documents are parsed automatically first, and how the finished binder fits into your season-wide workflow.
Common Questions
Book time with Abby
15 minutes. Watch a folder of client PDFs become a sourced, review-ready workpaper.
Pick a timePrefer to write first? Contact us about Workpapers & Data Overview.