Firm Portal

Streamlining the way auditors communicate with external accounting firms

Digital document transfer

The Firm Portal enables you to interact with external accountants in a secure platform to facilitate the exchange of documents and workpapers.

Review points and queries can also be raised by you or the accountant, with instant notifications to make communications a breeze.

Firm collaboration

Documents can be shared between you and the accountant and saved directly into the workpaper file.

Resolve queries

Create and receive responses to queries raised from within the workpaper file, keep track of outstanding matters complete with an audit trail of correspondence.

Digital document transfer

Accountants can connect their MyWorkpapers year-end file to your Firm Portal, streamlining the secure sharing of supporting documents with you.

Workpaperless

Improve collaboration, simplify distribution and increase security with cloud-based paperless workpapers.

Stored securely in the cloud, our intelligent solution is accessible anywhere, anytime, on any computer or smart device, by approved users only. Discover the freedom of paperless workpapers.

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Content Pack Marketplace

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Our training events, face-to-face and digital, are attended by over 7,000 firms. Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Training?

We offer a broad range of technical courses across multiple specialisms and core disciplines.

Our training programme is designed to exceed the needs of you and your firm providing updates on the latest regulatory changes and insights, whilst upskilling individuals to advance their capabilities.

We combine face-to-face, live streamed and on-demand courses as well as some new features and content for 2023 to enable us to support your practice regardless of your training needs.

We have flexible solutions for firms of all sizes, with training memberships, in-house offerings which are delivered exclusively to your team, Pay as You Go solutions and bespoke packages.

New for 2023

CPD Bite-Sized

Taking topical issues from our recent CPD update courses and providing you with focused sessions which enable you to dip into key topics during gaps in your working week.

Early Careers Programme

Our training programme for students has been redesigned offering a blended approach of on-demand e-learning and tutor-led, live streaming courses.

We have used our experience of working with students to create suggested pathways to run concurrently with their technical skills training

CPD Back to Basics

We have revamped our back to basics courses, they are available on-demand suitable for qualified members of the team looking for a refresher on a specific topic.

Skills, Management and Leadership Programme

A new look range of courses for 2023 covering all members of the team from students to partners.

Key areas of focus include topics such as Emotional Intelligence, Wellbeing in the Workplace, Networking and Leading a Team.

For more information on our training programme for 2023 visit www.mercia-group.com/tp23

How do I get in touch?

mercia-group.com/contact-us
Phone: 0330 058 7141
Email: sales@mercia-group.com
Office opening hours: Monday to Friday, 9:00 am - 5:00 pm

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Marketing?

We can help you promote your firm; we have a wide range of flexible solutions for your practice. We combine our specialist in-house technical knowledge with our marketing and design expertise to develop a range of products to suit firms of all sizes.

Our products are available in various formats, easy to understand and enable you to showcase your expertise to your clients both existing and prospective, they include.

Communication products

We produce a wide range of topical and technically accurate content in printed or digital formats for you to communicate to your clients.

Whether you require regular communications such as briefings or newsletters or if you are after something more specialist we can help with our range of technical guides and factsheets.

We also have a range of client letters, that relate to topical issues, these are available in a format that makes them easy for you to adopt

Communicating key information relating to accounting, auditing, or tax in a way a client easily understands is never easy, our communication products focus on practical advice that your clients can understand.

Digital Marketing

We specialise in designing and building websites for accountancy firms in the UK using content that you can trust.

Each website comes complete with high-quality content specifically tailored for accountancy firms.

Our technical experts have written the content, which is automatically updated for you, so you can ensure it is relevant and up to date, without the hassle of updating it yourself.

In addition, for our website clients, we offer a social media solution to help establish your firm as an accountancy expert.

We post daily on LinkedIn, Twitter, and Facebook you can incorporate our solution into your existing social media strategy or rely on this content to keep your social media accounts active and visible.

Budget & Tax

We produce comprehensive summaries of the various Chancellor’s fiscal announcements, including budgets and statements. We make them available to you the following day, making sure your clients have the important information when they need it.

We produce annual tax rates guides covering the latest rates and detail for each tax year, these are available in a variety of sizes and formats to suit your needs.

For more information on these products visit www.mercia-group.com/promote

How do I get in touch?

mercia-group.com/contact-us
Phone: 0330 058 7141
Email: sales@mercia-group.com
Office opening hours: Monday to Friday, 9:00 am - 5:00 pm

Firm Portal

Streamlining the way auditors communicate with external accounting firms