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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.

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

  • Individual Tax Pack

    The individual tax template includes standardised programs, checklists, letters and workpapers, designed to assist with meeting your professional obligations. 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
  • 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
  • Year-end SMSF Pack

    Administrators preparing the audit file and supporting documents will ensure a complete file is available for the auditor and reduce queries from the auditor, enabling a more efficient preparation and audit process. Learn more
  • Audit SMSF Pack

    An auditor doing a few SMSF audits or a specialised firm doing thousands of SMSF audits will find the standardisation and efficiencies valuable in ensuring a compliant and time saving audit. Leverage integrations with the leading administrative software. Learn more
  • Audit General Pack

    Suitable for any auditor performing general audits. Customise for your specific country or audit types. A comprehensive framework for any audit. Learn more
  • Audit Trust Pack

    Perform Trust Account Audits for both solicitor and agents Trust accounts utilising our compliant state based content and leverage our existing frame work. 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