MyWorkpapers Client Success Plans
Our client success plans provide you with a 90 day implementation of MyWorkpapers where you’ll work with our experienced Client Success Team to create a bespoke implementation plan for your practice, ensuring your team are achieving the full benefits of the application.
You’ll have access to additional training resources including best practice, Q&A and refresher training.
Choose from the following:
| What’s included: | Basic | Standard | Premium |
|---|---|---|---|
| Initial Implementation (first 90 days of subscription) | |||
| Consultation – to understand your requirements and expectations and drive expected outcomes. |  | | |
| Implementation plan – stages of implementation are highlighted and scheduled, including a Gantt chart, as agreed by you. |  | | |
| Workflow Review (Best Practice) library – access to our library of workflow review examples based on our work with other firms. | | | |
| Workflow Review (Best Practice) report – undertaken for your practice to understand your workflow and identify key areas for efficiency gains. | | ||
| Communications example – access to our suggested communications for each stage of the project. | | | |
| Staff user setup – tailoring of your user roles and permissions, and setup of staff users. | | | |
| Customised workpaper pack template | | 1 template | 2 templates |
| Excel Connect template build – if required | | Up to 8 hours | Up to 12 hours |
| Accounting structure build | | 1 accounting structure | 2 accounting structures |
| Trial Balance mapping customisation – if required. | | 1 Trial Balance mapped | 2 Trial Balances mapped |
| Web-based instructor lead training – capped at 15 participants. | Up to 6 hours | Up to 6 hours | Up to 6 hours |
| On-site training – 6.5 hours – includes travel but not overnight accommodation if required. Training is classroom style from 10.00am to 4.30pm, capped at 15 participants, in your premises (room permitting). | | | Up to 6.5 hours |
| Champion training – a 30 minute session with your MyWorkpapers champions. | | | |
| Web-based training feedback call – for the attendees of your training session. A chance to ask questions once you’ve started using MyWorkpapers and completed training. | 1 hour | 1 hour | 1 hour |
| Web-based implementation project feedback call | 30 minutes | 1 hour | 2 hours |
| 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.
Switch to cloud-based workpapers and embrace the digital world of intelligent accounting and auditing.
MyWorkpapers lets you:
Remove reliance on paper and minimise errors
Improve workflow systemisation and processing efficiency
Reduce staff training time and improve team collaboration
Maximise fee recovery on year-end engagements
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