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Adding MyWorkpapers to Class gives you much more than just workpapers

MyWorkpapers is a cloud based paperless workpaper solution to collaborate, manage documents, workflows and queries. Integrating MyWorkpapers and Class lets you seamlessly create and populate your workpaper files.

Key features

  • Import fund list and fund details directly from Class
  • The trial balance data from Class is automatically mapped to lead schedules and dynamically populates programs
  • Access available Class Reports within each file to use

How to connect

Enter Class  credentials once and then with a click, import all the data and reports for selected clients into a pre-mapped workpaper file.

Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team