PrepDesk turns client documents into review-ready workpapers, with every figure linked back to its source. Your team starts at review.
Joining is free and needs no payment details. We’ll be in touch.
Scans split across emails, a statement in four parts, and files with names like 539357.pdf. Nothing is sorted and nothing is named.
Before review can start, someone opens every file, works out what it is and types each figure into a workpaper. Your best people spend the season on it.
A figure is only as good as the page behind it. Finding that page again, for every figure, is where review time goes.
Start a job with a client’s documents and get back review-ready workpapers in a workpaper pack: one ordered PDF with a lead sheet, and the workbook in Excel. Every figure points to the page it came from, and nothing is decided without a person.
A client’s documents as they came: bank and loan statements, agent summaries, invoices, dividend statements, the ATO pre-fill. Tax file numbers are removed before anything is read, and parts of the same statement are joined.
Today: upload files or a whole folder.
Also works with, coming soon
FYI
Microsoft SharePoint
OneDrive
Google Drive
Dropbox
Outlook
GmailOne tab per workpaper, one table per tab. Every row has its item, amount, source, treatment, status and page in the pack, so a reviewer can see where each figure came from without opening the folder.
The workpaper pack opens on a lead sheet that says where everything is, then every document in order, bookmarked. The workbook has the same tabs, with formulas. Two files go back into your document system in place of the pile.
Today: download both files.
Also works with, coming soon
FYIMicrosoft SharePointOneDriveGoogle DriveDropbox
SuiteFiles
KarbonAnything that needs judgement is marked Check, with its reason, and becomes a question on the job. A person at your firm answers, and the totals follow. Until a person has reviewed it, anything exported is marked DRAFT, NOT REVIEWED.
For the preparers and reviewers in Australian accounting and tax practices: the people who build each job and the people who sign it off.
PrepDesk takes the reading and keying off their desks, so the hours go on review and advice. It’s built for practices, not for taxpayers doing their own return.
Documents, workpapers and every record are stored in Sydney. The AI that reads documents runs in Australia too.
They’re found and removed before a page is stored and before any text goes to the AI. If removal can’t run, processing stops.
The arithmetic is plain code, and what the AI reads is a suggestion. Your people review, decide and lodge.
Your clients’ documents and figures are never used to train AI models.