Denari Papers
Streamline tax, accounting, and assurance engagements.
Modern engagement and close management that saves your preparers and reviewers time through G/L integrations, automated trial balance tie-outs, streamlined review process, and more.
Why Denari Papers?
For preparers
Automated trial balance tie-outs
Denari analyzes all workpapers and suggests the supporting document, page, and number on the page, making it effortless to tie-out a trial balance in minutes.
QuickBooks integration
Denari integrates with QuickBooks Online to pull the trial balance and workpapers, and to push adjusting journal entries created in Papers.
For reviewers
Streamlined review
Papers gives you one place to see the exact part of the supporting workpaper used, G/L details, and preparer notes for every account, and makes it easy to send issues back to the preparer so reviews become a breeze.
And many more features
- Consolidations/eliminations
- Classes
- Tickmarks
- PDF/Excel/Word/images
- Roll forward
- Recurring AJEs
- In-app doc editing
- Tax TB and entries
- Calculator tapes
- Project locking
- AJEs, RJEs, etc.
- Account groupings
- CAS to tax handoff
- and more…
Preparation time savings
21%
reduction in year-end close when Denari is used for monthly TB tie-outs, accelerating busy season and handing work off to tax sooner.
Review time savings
32–43%
time savings, varies by close frequency
From a 24-month time study for CAS engagements.
“Denari has played a huge role in helping our CAS team step into the world of AI with confidence, working side by side to build something truly impactful.”
Jenni Okoroafor
CAS Director · Lucida Tax + Accounting Solutions
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Close Management
Coming soonVisibility & task clarity
Most firms track close work as a single line. The work inside that line lives in someone's head, so progress is invisible to managers, scope creeps unbilled, quality varies by preparer, and handoffs are painful.
Papers tracks the close at the G/L account level. Progress is real, scope is captured, and the playbook is the same whether the work is yours or your newest hire's.
- Gather bank statement
- Bank feed in QBO
- Bank reconciliation
- Tie-out account
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.