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Year-end Generic Pack

Use our year-end pack to streamline your account preparation engagements, increase profitability and standardise compliance

Platform + Specific Benefits of Year-end Generic Pack

For Sole Traders, Partnerships, Companies and Trusts.

Standardises and systemises the way you do your year-end account preparation jobs. Utilise our year-end content pack complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures to make year-end jobs a streamlined process!

Customise our comprehensive content pack to suit your firm and client needs

Template the content for different engagement types and lock down for junior staff

Dynamically auto-map to build Trial Balance, Profit and Loss and Balance Sheet

Reference direct from Trial Balance or any workpapers, apply tick marks and cross-reference

Drag and drop and link all supporting documents

Comprehensive library of standard reconciliation worksheets

Date and user time stamps show when work is done and reviewed

Queries and review points tracked and managed

Manage checklists, notes, tasks, queries and documents through our client portal

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

Some of the many features your team will love:

Workpaper Index

Workpaper index builds from import of trial balance and Customiser.

Working Paper Index Planning

Workpapers

Workpapers are dynamically built. They include guidance, programmes & checklists.

Customiser

Answer a checklist at the start of the job to define work to be done.

Trial Balance Data Import Options

API and CSV import of trial balance to dynamically build your job file.

Trial Balance Import Options

Mapping of Trial Balance

Auto mapping to financials. Exceptions are identified for manual intervention.

Mapping of Trial Balance

Workflow Manager

Job status reporting, filter by team and deadlines.

workflow manager
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Discover why leading accounting firms can’t live without the efficiencies and collaboration tools in MyWorkpapers.

Audit Let’s Get Started with Trust Accounts

19/11/20192:00pm AEST30 minutes

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This 30-minute webinar introduces our Trust Account Audit workpaper pack for solicitor and real estate trusts. It provides a walk-through of the application and showcases our specifically designed trust account template.

Audit Let’s Get Started with Trust Accounts

19/11/20192:00pm AEST30 minutes

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This 30-minute webinar introduces our Trust Account Audit workpaper pack for solicitor and real estate trusts. It provides a walk-through of the application and showcases our specifically designed trust account template.

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

What Our Customers Say

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.
Chrissie Hendry
Superannuation Accountant - The MBA Partnership
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!
Stephen Hodgkinson
Director - Gold Group Consulting
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.
Katrina Fletcher
Director - Elite Super
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.
Aaron Jones
Partner - Spectrum Accountants