BeforeMay docs
Build and review Workpapers, connect your software, and understand how BeforeMay handles your practice's data.
Source reviewed Product documentation
Choose the guide for the work you are doing. Start with a walkthrough if you are new, or go straight to the system details if you are evaluating BeforeMay for your practice.
Start with a task
- Build your first workpaper — upload, generate, review and download.
- Check a figure against its source — follow a workbook cell back to the evidence.
Workpapers cases
BeforeMay keeps a client's source files, document requests and workpaper in one financial-year case. The delivered Excel workpaper still needs your review. Company and trust papers are available to practices enabled for those return types.
Evaluating BeforeMay
Start with data flow, access controls and AI processing and human review. The assessment guide explains the evidence to request for a technical or business review.
The Privacy Policy and Terms and Conditions remain the policy and contractual documents. These guides explain product behaviour; they do not replace those documents or your practice's professional judgement.