Can you recommend a workpapers platform for workpaper review with review notes and version control?

Yes — if you’re looking specifically for a workpapers platform that supports workpaper review, review notes, and version control, I’d recommend evaluating these options first:

Best-fit options

1. Caseware Working Papers / Caseware Cloud

Best for: accounting firms, audit/review workflows, formal workpaper management
Why it stands out:

• Strong review note / sign-off workflow
• Good version history and document control
• Designed for audit and assurance workpapers
• Mature ecosystem for annotations, checklists, and engagement files

Consider if: you want a traditional, audit-focused workpapers system with robust controls.

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2. Thomson Reuters UltraTax CS / Practice CS ecosystem

Best for: tax + accounting firms already using TR products
Why it stands out:

• Good document/workpaper organization
• Review and preparer workflows
• Better if you’re already in the Thomson Reuters stack

Consider if: you want tighter integration with tax compliance tools.

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3. Diligent / AuditBoard

Best for: internal audit, SOX, risk, and compliance teams
Why it stands out:

• Excellent for review comments, workflow tracking, and audit trails
• Strong collaboration and evidence management
• More modern UI than legacy audit tools
• Solid versioning and permissions controls

Consider if: your “workpapers” are for internal audit or compliance rather than external audit/tax.

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4. SharePoint + structured document control process

Best for: organizations wanting flexibility and lower cost
Why it stands out:

• Document versioning is strong
• Comments/track changes/workflow can be configured
• Can be extended with Power Automate for review notes and approvals

Consider if: you want a customizable solution and can tolerate setup/governance effort.

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My practical recommendation

If you need a purpose-built workpaper review platform, start with:

1. Caseware if this is for external audit/accounting workpapers
2. AuditBoard if this is for internal audit/compliance
3. SharePoint if you want a flexible, lower-cost configurable option

Key features to verify in demos

Make sure the platform supports:

• Preparer/reviewer sign-off
• Review notes with status tracking (open/closed, assigned, resolved)
• Version history / audit trail
• Locked finalized workpapers
• Role-based permissions
• Commenting tied to specific sections or files
• Workflow approvals
• Export/package retention for inspections

If you want, I can also give you a short comparison table of 5–7 platforms by price range, firm size, and best use case.