Review & Tick Marks
Workpaper review software with the evidence one click away.
Paloma's workpaper review software puts the workpaper and its source documents on the same screen - click a number to see where it came from, mark it up in place, sign off when it's right.
Review shouldn't be a scavenger hunt.
Alt-tab archaeology
A spreadsheet on one monitor, twenty PDFs on the other, and a reviewer playing match-the-number all afternoon.
Tick marks on printouts
The review trail lives in pencil on paper that gets scanned, shredded, or lost - and can't be searched either way.
Who checked this?
When sign-off is a verbal 'looks good', nobody can answer the question that matters a year later.
What it does
The workpaper, the evidence, and the pen: one screen.
Side-by-side review
Workpaper rows on one side, the source document on the other - no window juggling, no printout stack.
Click to the source
Every number keeps a record of where it came from. Click it and the exact spot on the original form lights up.
Tick marks on the page
Ticks, highlights, text notes - the reviewer's full toolkit, applied directly to the document and saved with it.
Comments where they belong
Questions attach to the document they're about, visible to the team - not buried in a Tuesday email.
Sign-off that sticks
Review states record who signed off and when - 'who checked this?' has an answer with a name on it.
How it works
- 1
Open the workpaper next to the real documents.
- 2
Click a number to see where it came from.
- 3
Add tick marks and notes right on the page.
- 4
Sign off when it is right.
Review is the quality gate on tax workpapers, closing the loop that AI parsing opens, all inside each client's digital binder.
Common Questions
Book time with Abby
15 minutes. Review one workpaper with the source documents alongside - and feel the alt-tabbing disappear.
Pick a timePrefer to write first? Contact us about Workpapers.