Menu of Services for existing clients

MyWorkpapers Client Success Plans

As an existing client you can sign up to one of our client success plans where you’ll work with our experienced Client Success Team to review your setup and use of MyWorkpapers.

You’ll have access to additional training resources including best practice, Q&A and refresher training, along with regular health checks to ensure that you and your team are achieving the full benefits of the application.

Choose from the following:

What’s included:	Basic	Standard	Premium
Account Review
Implementation review – a review of your account setup
Review of workpaper custom template – a review of your custom template, highlighting any suggested changes to improve efficiency		1 template review	2 template reviews
Custom template changes – identified and confirmed changes made to your custom template		Up to 4 hours	Up to 6 hours
Excel Connect template changes – if required		Up to 2 hours	Up to 4 hours
Web-based feedback call – your chance for Q&A and to discuss any areas that require assistance	30 mins	45 mins	1 hour
Training
Non core public training sessions – access to our best practice, Q&A, personal tax, periodic files, and refresher training.
Access to recording of non core training sessions attended – 12 months.
Private online training for any additional subscription type purchase*
Per head training for new starters**		5 per year	10 per year
Services
Health check call – to discuss your use of MyWorkpapers and identify any areas for improvement.	Up to 2 per year	Up to 4 per year	Up to 4 per year
Workflow Review on a year end or audit file – an in-depth review of your use of the functionality within a file.
Workflow Review (Best Practice) annually ** – a review of your processes internally and recommendations on changes or improvements.

Onsite half day consultancy session** – includes travel but not overnight accommodation if required. Capped at 15 participants, in your premises (room permitting).

*Implementation of additional subscription type purchase not included and POA.
**Services only available after 12 months of your service subscription plan.

Additional Options – MyWorkpapers Platform

Additional services that you can add on to your client success plan or purchase individually.

OPTION 1

Public training session.

Our public training session courses outline all of the features and functions you will need to get up and running.

Participants can engage directly with our trainers via chat messaging whilst attending the webinar.

Great for firms where there are less than 10 staff to be trained or for new starters to firms who have already had their MyWorkpapers training.

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OPTION 2

Private Online Training.

This is a private training session. Only participants you have invited are eligible to attend. For up to 15 participants.

This course outlines all of the features and functions you will need to get up and running. You can also elect to tailor the content of the training to specifically focus on key areas or functionality.

This is a completely interactive session – participants can engage directly with our trainers via audio and/or chat messaging, whilst attending the webinar.

Training is recorded and provided to the firm for 90 days to refer back to.

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OPTION 3

On-site training.

This is a full day, face-to-face interactive instructor-led training workshop conducted onsite at your location.

This course outlines all of the features and functions you will need to get up and running efficiently.

Includes assistance with implementation and setup.

Participants are engaged with a hands-on fully guided training experience.

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OPTION 4

On-site visit by training or implementation consultant.

3 hour on-site half day meeting with you and your team; or

6.5 hour on-site day meeting with you and your team (including breaks).

Focus on items identified in your initial consultation, and discussion with you on focus points and topics.

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OPTION 5

Template customisation (per workpaper template).

Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. This option is for when you are editing a current template to include additional workpapers or editing (adding or removing) of content. Only applicable where the referencing of the template/file structure does not change.

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OPTION 6

Template customisation and accounting structure build – Year-end (per workpaper template).

Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. We will build the custom template for you and one accounting structure. For year-end templates only. Does not include any Trial Balance mapping.

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OPTION 7

Template customisation and accounting structure build – Audit (per workpaper template).

Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. We will build the custom template for you and one accounting structure. For audit templates. Does
not include any Trial Balance mapping.

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OPTION 8

Trial Balance mapping customisation.

Our Implementation Team will work with you to scope out your mapping requirements in MyWorkpapers to connect to your firm’s accounts production software or bookkeeping software if it is not included in our industry templates.

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OPTION 9

Workflow Review of your practice.

Documentation of existing workflow and proposed workflow changes on implementation of MyWorkpapers. Workflow Review is done remotely, however if on-site travel is required, additional travel costs would be applicable. Includes access to our example reports.

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