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Wippy

Core

Dashboard Clients Calendar Tasks Time Tracking

Communication

Email & Messages E-File Center

AI Tools

AI Assistant Organizer Excel Magician Auto Reviewer Workflows

Billing & Reports

Invoicing Contract Labor Reports

Resources

Admin

Settings Import Data

Wippy

Core

Dashboard Clients Calendar Tasks Time Tracking

Communication

Email & Messaging E-File Center

AI Tools

AI Assistant Organizer Tool Excel Magician Auto Reviewer Workflows

Billing & Reports

Invoicing Contract Labor Reports

Resources

Admin

Entity Map Settings Import Data

D

Dummy Account

admin

Auto Reviewer

Auto Reviewer

AI-powered workpaper and financial statement review

Upload for Review

Financial Statements / Workpapers *

Upload Excel workbook or PDF financial statementsSupports .xlsx, .xls, .pdf, .csv

Prior Year for Comparison (recommended)

Upload prior year for YoY comparison

Configuration

Entity Type

Tax Year