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.

Year End Screen Laptop
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

Year-end workpapers are dynamically built, complete with useful programmes and checklists.

Year-end

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

Year-end

Import API or CSV trial balance to dynamically build your job file.

Year-end

Communicate with clients through our portal to exchange information.

Year-end

Apply industry and custom accounting structures to the Trial Balance.

Workpapers
Year-end

Year-end workpapers are dynamically built, complete with useful programmes and checklists.

Customise
Year-end

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

Trial Balance Data Import Options
Year-end

Import API or CSV trial balance to dynamically build your job file.

Client Portal
Year-end

Communicate with clients through our portal to exchange information.

Accounting Structures
Year-end

Apply industry and custom accounting structures to the Trial Balance.