Protect Your Integrity. Prove Your Numbers.
The ultimate due-diligence and audit-readiness accounting tool that protects the integrity of preparers, advisors, and accountants against dishonest taxpayers. Every engagement, every deduction, every step — chronicled, timestamped & defensible. Audit shows up? You're ready. Prove your numbers. Defend deductions. Hand over legal proof of due diligence without breaking a sweat.
$2,195/yr
Billed annually · All sales final
- Full client & workpaper management
- AI Tax Research — outcome probability scoring
- IRS audit exposure estimates in dollars
- Deduction audit risk analysis
- Bank reconciliation workspace
- Branded PDF audit report export
- Annual updates & new features
Secure checkout powered by Stripe. All sales final — no cancellations or refunds.
What's inside
Everything you need to defend any return
Research That Answers. Documentation That Defends.
Most research tools give you an answer and leave you on your own. WORKPAPER® goes further — it quantifies the position, logs it to your engagement file, timestamps your due diligence, and builds the paper trail that proves you did your job. When the IRS shows up, you're not scrambling for notes. You're handing over a defensible record.
- Outcome probability scoring (0–100%) per tax position
- IRS audit exposure estimates in dollars
- Verifiable IRC section citations — live, internet-enabled
- Four research modes: Standard, Outcome, Exposure, Strategy
- Research results linked directly to your workpaper audit trail
- Dishonest client integrity flagging — chronicle everything
Every Client. Every Flag. Every Note — In One Place.
Your client roster is the foundation of your practice. WORKPAPER® gives you a centralized command center for every taxpayer you serve — with built-in integrity controls that most platforms don't even consider. When a client misrepresents income, inflates deductions, or disappears before an audit, your file already has the documentation to protect you.
Risk levels, integrity flags, engagement notes, contact history — all organized, searchable, and linked directly to the workpapers and due diligence checks they generated. Your entire client history, audit-ready by design.
- Full client profiles — entity type, contact info, tax ID, address
- Integrity Risk Level: Low, Medium, High, Critical — per client
- Dishonesty Flag with documented reason — timestamped and initialed
- Engagement status tracking — active or archived
- Direct links from every client to their workpapers and due diligence trail
- Searchable client roster with risk-level filtering
- Engagement notes field — chronicle every conversation that matters
Structure Every Engagement. From Intake to Filing.
An engagement without structure is an audit waiting to happen. The WORKPAPER® Engine gives every client engagement a defined framework — from the first intake conversation to the final filed return. Every step is logged, ordered, categorized, and linked to supporting evidence so nothing is ever left to memory.
Built around how real tax professionals actually work — not how software vendors think they work. Intake notes, workflow steps, financial summaries, due diligence checks — all under one roof, all timestamped, all defensible.
- Engagement types: Preparation, Review, Amendment, Audit Response, Advisory
- Filing type support: 1040, 1065, 1120, 1120S, 1041, 706, 990, and more
- Structured intake notes with JSON-level detail capture
- Workflow step tracking — ordered, categorized, and initialed
- Financial summary fields: income, deductions, refund/owed amounts
- Audit readiness scoring: Not Ready → Partial → Ready → Defensible
- Engagement status pipeline: Draft → In Progress → Review → Filed → Audit Hold
The IRS Asks Questions. Your Audit Trail Answers Them.
Most practitioners scramble when an audit notice arrives — digging through emails, chasing down old notes, trying to reconstruct what happened months ago. WORKPAPER® eliminates that problem entirely. Every action you take inside a workpaper becomes a permanent, timestamped entry in a chronological audit trail that's already built before you need it.
Not just a log — a legal record. Each entry captures who did what, when, why, and with what supporting evidence. Hand it over in response to an IRS inquiry and let the paper trail do the talking.
- Automatic chronological event logging for every engagement action
- Timestamped entries — date, time, and preparer initials on every step
- Evidence file attachments — upload and link documents to specific steps
- Due diligence verification records — who checked what and when
- Red flag documentation — flagged items with written explanations
- Client disclosure tracking — what the client told you, on the record
- Exportable audit trail — generate a PDF report of the full engagement history
Know Your Exposure Before the IRS Does.
Every deduction carries risk. The question is whether you've quantified it, documented it, and built a defensible record around it before you sign the return. WORKPAPER®'s AI-powered Deduction Analysis engine scores each deduction by audit risk level, generates documentation checklists specific to that deduction type, and flags anything that needs additional support.
Stop guessing. Start knowing. When a deduction is scrutinized — by a reviewer, a supervisor, or an IRS agent — your analysis is already on file. You didn't just claim it. You vetted it.
- AI-powered audit risk scoring per deduction category
- Documentation checklists tailored to each deduction type
- Red flag detection — unusual deduction patterns flagged automatically
- Category coverage: home office, vehicle, meals, charitable, business expenses, and more
- Deduction-level notes and evidence linking
- Risk level indicators: Low, Moderate, High, Critical
- Deduction analysis tied directly to the workpaper audit trail
Your Paper Trail. Packaged. Delivered. Defensible.
Documentation only protects you if you can produce it. WORKPAPER®'s Export Center transforms your engagement data into professionally formatted, branded deliverables — ready to hand to a client, a reviewer, a firm partner, or the IRS. One click. Fully assembled. Professionally presented.
Whether you're responding to an audit inquiry, presenting a year-end summary to a client, or archiving a completed engagement for your records — the Export Center gives you exactly what you need, formatted the way it needs to look.
- Branded PDF audit reports — firm name, engagement details, full trail
- Complete workpaper export — all steps, checks, and notes in one document
- CSV and Excel data export for external analysis or records
- Due diligence summary export — printable checklist with verification status
- Workflow step log export — ordered, dated, and initialed
- Client engagement summary — one-page overview for client delivery
- Export any engagement at any stage — draft through filed
Universal Tax Software Import
Stop Retyping.
Start Defending.
Export a file from any tax software you already use — Drake, Lacerte, ProSeries, UltraTax CS, ATX, CCH Axcess, CrossLink, TaxSlayer, or any other platform. WORKPAPER®'s AI translation engine reads the file regardless of format, identifies the source software, translates every proprietary field name into standardized tax data, and maps it directly into your workpaper.
CSV, Excel, TSV, XML, fixed-width, DAT, PRN — any format. No manual re-entry. No reformatting. No compatibility headaches. Just upload and let the AI do the work.
- Auto-detects source software from file structure & field names
- Translates proprietary codes into plain English tax fields
- Extracts income, deductions, credits, dependents, filing status & more
- Flags data anomalies and missing required fields before you file
- Full field-by-field translation map — verify every import at a glance
Import from Tax Software
AI-PoweredUpload Any Export File
CSV · Excel · TSV · XML · DAT · PRN
✓ Translation Complete — Drake_Export_2025.csv
Client data fully translated. 34 fields mapped. 1 anomaly flagged for preparer review.
Insider Newsletters
Insight & Foresight Delivered to Your Dashboard
Every WORKPAPER® subscription includes access to the Insider Newsletter Library — a private, rotating series of deep-dive editions covering due diligence, audit defense, compliance, recordkeeping, deduction documentation, and IRS enforcement intelligence. Published directly inside your dashboard. No inbox required.
- How a workpaper protects your license when a client lies
- The real cost of missing documentation in an audit
- Dishonest taxpayer red flags — and how to chronicle them
- Why due diligence checklists are your best legal defense
- IRS enforcement intelligence — current penalty rates & Tax Court outcomes
9 Editions. Rotating Automatically.
From Due Diligence Fundamentals to live IRS enforcement data — every edition is built for practitioners who play it straight and need the paper trail to prove it.
Get the Insider Library
Purchase annual access to WORKPAPER® and unlock the full Insider Newsletter Library inside your professional dashboard — along with every platform feature.
- 9 deep-dive editions — available the moment you log in
- New editions added automatically with each newsletter cycle
- Full client & workpaper management suite
- AI Tax Research with outcome probability scoring
- Deduction analysis, audit trail builder & PDF export
Other tools give you answers.
WORKPAPER® proves you used them.
Research. Document. Defend. The complete audit-readiness platform — starts here.
$2,195/yr
Billed annually · All sales final
Secure checkout powered by Stripe. All sales final — no cancellations or refunds.
About WORKPAPER®
Built to Prove Integrity.
Not Just Practice It.
WORKPAPER® was built on a simple truth: tax professionals who play it straight deserve tools that prove it. We serve CPAs, enrolled agents, tax attorneys, and independent preparers who know that their license, their reputation, and their firm are only as defensible as their documentation.
We build and maintain WORKPAPER® with one goal — giving practitioners a complete, contemporaneous paper trail before they ever need one. Because the best audit defense isn't reactive. It's already built.
A Bluechip, Inc. Company
WORKPAPER® is a subsidiary brand accounting tool of Bluechip, Inc. — a Holdings & Subsidiary Business Management company specializing in the holding, ownership, and control of assets across multiple sectors and industries. Bluechip, Inc. operates with a genesis-like development focus on the inception of diverse subsidiary brands, with a prime mission to cultivate, scale, and deploy small to mid-sized enterprises so they consistently thrive in the marketplace.
Contact
Request a Demo
Interested in seeing WORKPAPER® in action? Submit your request below and we'll schedule a guided walkthrough of the platform — so you can see exactly how it protects your practice before you commit. We will respond back within 12 to 72 hours.