Leading Accounting Workpapers

A cloud workpaper solution for financial collaboration, document management,
workflows and queries.

5 reasons to choose MyWorkpapers Connect

Improve efficiencies

Improve efficiencies

Improve collaboration

Improve collaboration

Reduce risk of errors

Reduce risk of errors

Audit trail of docs & communications

Audit trail of docs & communications

Manage jobs and tasks effectively

Manage jobs and tasks effectively

webinar registration

Register now for our FREE webinar!

Discover why leading accountancy and bookkeeping firms can’t live without the efficiencies and collaboration tools in MyWorkpapers Connect.

- Let’s Get Started - SMSF Audits
25/7/20172:00pm Register
workpapers

Workpapers

Build accounting workpapers monthly.
Link to balances from bookkeeping software.
Record adjustments, queries and notes.
Fully customisable online workpaper library.

Collaborate

Manage all communications, queries and documents in one place.
Work anywhere anytime.
Track queries, responses and review points.
Share workpapers and documents, internally and externally.

collaborate
tasks and processes

Tasks and processes

Fully customisable task and process libraries.
Improve standardisation and consistency.
Assign tasks and review status.
Build and assign checklists.
Tax compliant workpapers.

Store and share documents

Drag and drop supporting documents and link to
relevant work-papers.
Auto-link supporting documents to electronic workpapers.
Permanent document folder.
Document version control with history.

store and share documents
data import and export

Data import and export

Data flows seamlessly from multiple bookkeeping packages and to accounting practice software.
Dynamically builds workpapers for you.

Data analytics

Identify the status of jobs at a glance on a customisable dashboard.
Progress reports.
Manage your team with real time information.

data analytics
security

Security

Best practice security and backup.
Tier-1 local hosting.

Accounting workpapers made easy

MyWorkpapers Connect is the ultimate online workpaper solution. In a digital world where businesses are increasingly managing their own books through popular online services like Xero and Quickbooks, MyWorkpapers Connect is the glue that brings all these packages together in a secure, centralised and easy to use platform. From anywhere on any device you can manage your client files with ease at an affordable monthly fee. Easily share files and supporting documents with clients, bookkeepers and staff and gain insights with queries and review points.

Dynamically build electronic workpapers in the cloud and with MyWorkpapers Connect’s roll forward functionality you can easily copy previous periods into new files. With our innovative approach you can ensure all your accounting workpapers are complete and well referenced and annotated.

Create tax compliant workpapers using out task manager which allows firms to create step-by-step guides and customised workflows for completing accounting workpapers and other common financial functions.

What our customers say about MyWorkpapers Connect

Connect has changed the way we prepare workpapers.

Connect has changed the way we prepare workpapers. We’re spending less time on jobs and reducing errors because the information is all there. I can keep track of jobs and communications with clients simply and efficiently. Being able to log in from anywhere to review a file, and have everything right there is a game changer for me.

Aaron Jones
Partner / Spectrum Accountants

Connect is very intuitive, and our team love the design. It’s become the firm’s workplace.

The report layouts are great. It’s very easy to see what’s complete and what’s outstanding. We’re also managing queries a lot more effectively, because we can send them, and the client and staff can reply to them all within the workpaper file.

Stephen Hodgkinson
Director / Gold Group Consulting

Try MyWorkpapers Connect for free until 31/12/17!