Connector is a quick and easy way to link Working Papers information into documents generated by Word or Excel.

Integrate a wide range of information

Connector lets you link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.

Quickly customize balances

Choose your period type, number format, rounding type, foreign exchange and more.

Easily manage links

The Links Path dialog lets you check existing links and reassign links from one file to another.

• Easy File Linking
  You can use Connector to quickly link a new or existing Excel or Word file.
• Flexible Link Options
  Connector lets you link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.
• Balance Customization
  Choose your period type, number format, rounding type, foreign exchange and more.
• Link Organization
  The Links Path dialog lets you check existing links and reassign links from one file to another.
• Drill-Down Functionality
  The drilldown automatically opens the appropriate area of the Working Papers client file based on the links in the selected formula in the Word or Excel document.