Transform the way your practice approaches
year-end accounting
The Year-end Assistant simplifies and streamlines workflow to cut out admin, power productivity, and guarantee compliance.
By combining automation with real time guidance, checklists, worksheets and procedures, we’ve transformed the way practices complete year-end accounting.
Complete year-end coverage
From company tax returns to annual accounts, the Year-end Assistant helps accountants work smarter, faster and stay on top of workflow.
Exacting standards
Automatically apply the latest accounting standards on MyWorkpapers to streamline your engagements, increase profitability and standardise compliance.
An accountant’s best friend
Utilise our specialised year-end content pack complete guidance, programmes, checklists, worksheets and procedures to streamline workflow.
Work faster
Dynamically generate expense reports, balance sheets, and more to speed through year-end workpapers.
Total control
Assign work to individual accountants or teams, set reminders for deadlines, and track work by progress completion.
Key features
Year-end workpapers are dynamically built, complete with useful programmes and checklists.
Choose the accounting standard, decide who should complete the work, set a deadline, and publish the job.
Import API or CSV trial balance to dynamically build your job file.
Communicate with clients through our portal to exchange information.
Apply industry and custom accounting structures to the Trial Balance.
- Workpapers
Year-end workpapers are dynamically built, complete with useful programmes and checklists.
- Customise
Choose the accounting standard, decide who should complete the work, set a deadline, and publish the job.
- Trial Balance Data Import Options
Import API or CSV trial balance to dynamically build your job file.
- Client Portal
Communicate with clients through our portal to exchange information.
- Accounting Structures
Apply industry and custom accounting structures to the Trial Balance.
