Every account. Every workpaper. One connected close.
Papers brings trial balances, journal entries, workpapers, reviews, and tax mappings into a single AI-powered workflow, no other Denari apps required. Connect it to the rest of the platform whenever you’re ready, and your data stays in sync from tie-out to tax return to client portal.
Why Denari Papers?
Most engagement software is a patchwork of disconnected tools. Papers keeps trial balance data, workpapers, journal entries, and tax mappings in sync automatically on its own, no other apps needed. Add Documents whenever your firm is ready, and supporting documents live in that same data warehouse too, so a file uploaded once is accessible everywhere it’s needed.
Tie out in minutes, not days.
AI-assisted trial balance tie-outs connect every account to the documentation behind it. Pull trial balances straight from QuickBooks Online, then push adjusting journal entries back without re-keying.
Review faster, together.
See the workpaper, preparer notes, and open issues in one place. Flag it, assign it, resolve it, with no more email chains chasing a missing schedule.
Entries that stay with the work.
Create adjusting and reclassifying entries in the same place as the workpapers, then roll forward, including rolling to tax, without rebuilding schedules from scratch.
Carry the close into tax.
AI-assisted tax mappings turn accounting trial balances into tax trial balances automatically. Consolidate, eliminate, and export straight to your tax software.
Proof it works
reduction in year-end close time when Denari is used for monthly trial balance tie-outs, accelerating busy season and handing work off to tax sooner.
review time savings, depending on 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 OkoroaforCAS Director
An experience clients actually trust.
Clients shouldn’t need three logins to work with your firm. Through Denari Portals, they can securely share and request files for both Documents and Papers from a single, unified portal, with one sign-on across tax, billing, and wealth management.
One workspace, every feature.
From the first trial balance import to the final tax export, it all lives in Papers.
- AI-assisted TB tie-outs
- QBO integration
- Class-based import & tax TB
- Calculator tape & notes
- Export financials, TB & JEs
- Streamlined review & sign-off
- Individual document sign-off
- Comments, issues & notes
- Workpaper editing (Excel & PDF)
- Guided Assurance integration
- Adjusting & reclassifying JEs
- Roll forward & roll to tax
- Period-by-period roll-forward
- Document placeholders
- Bulk upload, download & approval
- AI-assisted tax mappings & tax JEs
- Consolidations & eliminations
- Export to tax software
- Close management & automation
- Client portal for Documents & Papers
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
See how modern engagement and close management technology can save your preparers and reviewers time. Book an intro to see Papers in action, from trial balance to tax to the client portal.