Build accounting workpapers monthly.
Link to balances from bookkeeping software.
Record adjustments, queries and notes.
Fully customisable online workpaper library.
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.
Fully customisable task and process libraries.
Improve standardisation and consistency.
Assign tasks and review status.
Build and assign checklists.
Tax compliant workpapers.
Drag and drop supporting documents and link to
Auto-link supporting documents to electronic workpapers.
Permanent document folder.
Document version control with history.
Data flows seamlessly from multiple bookkeeping packages and to accounting practice software.
Dynamically builds workpapers for you.
Identify the status of jobs at a glance on a customisable dashboard.
Manage your team with real time information.
Best practice security and backup.
Tier-1 local hosting.
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.