Save time. Increase compliance.

From data collection to compiling reports, the Trusts Assistant will simplify and streamline the auditing of trusts.

From automatic workpaper generation to cloud-based data storage, MyWorkpapers is transforming the way accountants approach audit and assurance.

Trusts Account Screen
End-to-end trust audit coverage

From fieldwork to documentation, the Trust Assistant helps auditors work faster and smarter and stay on top of workflow.

Exacting standards

Automatically apply the latest accounting standards throughout trust audits to streamline your engagements, cut out non-chargeable admin and standardise compliance.

An auditor’s best friend

Utilise our specialised trust audit content packs complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures to streamline workflow.

New content available NOW

Tick Icon NSW Agents Trust Account

Tick Icon QLD Legal Professionals Trust Account

Tick Icon VIC Agents Trust Account

Tick Icon SA Agents Trust Account

Tick Icon SA Legal Professionals Trust Account

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Tick Icon NSW & VIC Legal Professionals Trust Account

Key features

Trusts

Automate audit workflow by instantly generating summaries and populating workpapers using financial data from your client’s chosen accounting software partner.

Assign audit tasks to individual accountants or teams, set reminders for deadlines, and track work by progress completion.

Trusts

Audit workpapers are dynamically built, complete with useful functions and checklists.

Trusts

Choose the accounting standard, decide who should complete the work, set a deadline, and publish the job.

Trusts

Communicate with clients through our portal to exchange information.

Trusts

Apply industry and custom accounting structures to your workpapers.

Work faster
Trusts

Automate audit workflow by instantly generating summaries and populating workpapers using financial data from your client’s chosen accounting software partner.

Total control

Assign audit tasks to individual accountants or teams, set reminders for deadlines, and track work by progress completion.

Workpapers
Trusts

Audit workpapers are dynamically built, complete with useful functions and checklists.

Customise
Trusts

Choose the accounting standard, decide who should complete the work, set a deadline, and publish the job.

Client Portal
Trusts

Communicate with clients through our portal to exchange information.

Accounting Structures
Trusts

Apply industry and custom accounting structures to your workpapers.