Tax-time sign-off usually means exporting workpapers, signing somewhere else, and tracking review in a separate tool. Cloud-integrated workpapers keep digital signatures and review inside Excel, connected to live Xero data, so the whole sign-off chain happens in one place.

The building of a workpaper happens in Excel. The signing and reviewing often happen somewhere else, which is why tax time turns into a paper-chase of exports, PDFs, and version control. It doesn't have to.

Can you sign workpapers digitally in Excel?

Yes, with cloud-integrated workpapers. RadiusCore adds digital signatures to workpapers built in Excel, so completed work is signed off in the file itself, without exporting to another system. Each signature is verified through the signer's Xero login.

How does workpaper review work?

Review sits alongside the signature. A preparer completes the file, a reviewer checks it, and sign-off is recorded against the workpaper itself. Because the data is connected to Xero, the reviewer checks current figures, not an export that may have aged. That matters most at tax time, when dozens of files move through review at once.

Why keeping it in Excel matters

Every time work leaves Excel to be signed or reviewed elsewhere, you add steps and version risk. Which PDF is final? Was this the reviewed copy? Keeping signatures and review in the workbook removes that. One file, current data, signed and reviewed in place.

Where RadiusCore fits

RadiusCore is an Excel add-in that connects Microsoft Excel directly to Xero, with two-way sync and cloud-integrated workpapers that include digital signatures and review. Build in Excel, pull live Xero data with a click, and sign off in the file itself, verified by each signer's Xero login. Plans start at $75/month with a 30-day free trial.

FAQ

• Can you digitally sign a workpaper without leaving Excel? Yes. RadiusCore adds digital signatures to workpapers built in Excel. Sign-off is recorded in the Excel file itself, and each signature is verified through the signer's Xero login, so you know exactly who signed.

• Does the reviewer see current Xero figures? Yes. Because workpapers are connected to Xero, review happens against live data.

• Is review tracked in the workpaper itself? Yes. Review and sign-off are recorded against the workpaper, so there's no separate system or loose PDF.