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Our Solution

What is MyWorkpapers?

Our ‘game changing’ solution will save you hours of management time by streamlining and centralising your account preparation engagements and audits. It will also standardise and systemise your compliance, worksheets, checklists and procedures; improve your fee recovery and encourage more collaboration with your clients and your team.

MyWorkpapers for:

For accountants who work with their clients monthly, periodically and at year-end

MyWorkpapers – Where accountants do their work

MyWorkpapers is a cloud-based paperless platform for your practice that imports trial balance data from popular customers accounts and provides accountants with the platform where they do their daily work. All files will be stored digitally on the cloud, freeing up office space and streamlining the way that you run your business.

accountant

For auditors

MyWorkpapers – Where auditors do their work

MyWorkpapers imports trial balance data from Forbes, IRIS, or from the accountants MyWorkpapers data export. Auditors then use MyWorkpapers to complete the audit using Mercia templates available from the MyWorkpapers Marketplace.

auditors

For accountants who do both

MyWorkpapers – Where accountants and auditors do their work

MyWorkpapers is a cloud-based paperless platform for your practice that imports trial balance data from popular customers accounts and provides accountants with the platform where they do their daily work. All files will be stored digitally on the cloud, freeing up office space and streamlining the way that you run your business.

accountants and auditors
for accountants and auditors

Utilise specialised content packs with up-to-date standards, programmes, checklists and procedures:

  • Periodic Files Pack

    The Periodic files functionality is available for all Year-end files and will allow you to create them on a Monthly and Quarterly basis. Learn more
  • Personal Tax Pack

    Subscribe to the newly created Personal Tax Template in your MyWorkpapers platform and enable a standardised completion checklist to help process your personal tax Clients, and maintain a high consistency of work across your firm. Learn more
  • Year-end Mercia Pack

    Standardises and systemises the way you do your year-end files. Utilise our specialised content pack complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures to make year-end a streamlined process! Learn more
  • Year-end Generic Pack

    Accountants reconciling client accounts and preparing year-end financial statements will appreciate the planning section, checklists, procedures and over 20 worksheets to make your year-end job an efficient and accurate process. Learn more
  • Audit Mercia Pack

    Standardises and systemises the way you do your Audits. Utilise our specialised content pack complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures to make audits a streamlined process! Learn more

Key benefits

maximise fee revenue

Maximise your fee revenue

Automate the mundane and personalise the exceptions. See our client case studies showing significant increased productivity and higher fee recovery.

time cost savings

Time and cost savings

Leverage numerous time saving features to streamline the way work is done and enable managers and staff to focus on productive tasks.

increase compliance quality

Increase compliance quality

Standardise your processes, checklists and procedures for how work is done in your practice; monthly, quarterly, year-end and audit.

improve team collaboration

Improve team collaboration

A cloud platform to do your work on, manage your work and collaborate.

manage jobs effectively

Manage jobs and tasks effectively

Customisable workflows, dashboards and analytics. Partners and managers can easily prioritise work, filter by deadlines, team members or job stage.

increase client retention

Increase client retention and engagement

Collaborate and engage with clients timely and efficiently within the software. Share documents and queries in the Client Portal, all direct to the client file.

reduce risk errors

Reduce risk of errors

Workpaper index, programmes, checklists and reports are dynamically built from API (or CSV) connections to bookkeeping products.

audit trail

Audit trail of documents and work done

Version control of all documents, track all work performed and queries and responses. Ensure reviews are completed.

The benefits of all our solution include:

Customise our comprehensive content pack suit to suit your firm and client needs

Dynamically auto-map to build Trial Balance, Profit and Loss and Balance Sheet

Firm and file based permissions for total flexibility and control

Drag and drop and link all supporting documents

Date and user time stamps show when work is done

Manage tasks, queries and documents through Client Portal

Queries and review points are tracked and managed

Manage jobs and tasks effectively with customisable workflows, dashboards and analytics

Managers and partners can easily review and sign-off jobs

Time saving roll forward for future years