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.