Workpapers are dynamically built. They include programmes and checklists.
Answer questions at the start of the job to define work to be completed.
API and CSV import of trial balance to dynamically build your job file.
Job status reporting, filter by team and deadlines.
Working Paper Index builds from import of a trial balance and the Customiser questions.
Be able to communicate with your client without having to go outside of the audit file.
Discover why leading accounting firms can’t live without the efficiencies and collaboration tools in MyWorkpapers.
MyWorkpapers enables us to log directly into our client accounts which makes our workflows much more efficient as we can readily check data feeds and the status of files. MyWorkpapers also populates other fields within our templates and removes quite a bit of manual processing, making it a very valuable tool.
The MBA Partnership uses MyWorkpapers as its ability to integrate with our SMSF administration software - Class Super was second to none. At The MBA Partnership, we are continually looking for ways to improve our processing efficiency in order to meet our client’s expectations and free up time to spend on pro-active advice. Audit helps us achieve this goal. The service we receive from the MyWorkpapers team is excellent. We continue to look forward to working with MyWorkpapers in the future.
MyWorkpapers has changed the way we prepare workpapers. We’re spending less time on jobs and reducing errors because the information is all there. I can keep track of jobs and communications with clients simply and efficiently. Being able to log in from anywhere and have everything right there is a game changer for me.
MyWorkpapers is very intuitive, and our team love the design. It’s become the firm’s workplace. The report layouts are great. It’s very easy to see what’s complete and what’s outstanding. We’re also managing queries a lot more e effectively, because we can send them, and the client and staff can reply to them all within the workpaper file. Our team loves MyWorkpapers!