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Videos

Introduction to MyWorkpapers

Introduction to MyWorkpapers

Designed for accountants, auditors, bookkeepers and businesses, MyWorkpapers is an industry-proven, born-in-the-cloud platform delivering innovative digital workpapers. Get ready to embrace digital transformation with MyWorkpapers.

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Quarterly Showcases

Trial Balance Demo

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PDF Demo

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Office Online Demo

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Pack Videos

Periodic Files

Periodic Reporting will allow you to create Monthly and Quarterly files. Your BAS and Management reporting procedures will be conducted in a standardised framework

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Individual Tax Template

Individual Tax Template

Subscribe to the newly created Individual Tax Template in your MyWorkpapers platform to help process your Individual tax Clients and maintain a high consistency of work across your firm.

The template includes standardised programs, checklists, letters, and workpapers designed to assist with meeting your professional obligations.

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audit general video

Audit General Pack

Use our General Audit pack to streamline and systemise your audit enabling multiple sta to perform the audit seamlessly.

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year-end smsf

Year-end SMSF Pack

Complementing our feature rich platform, we have created a content pack specifically designed for SMSF administrators in preparing their SMSF for year-end and audit.

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audit smsf pack

Audit SMSF Pack

Complementing our feature rich platform, we have created a content pack for performing SMSF audits. The SMSF audit pack includes compliance assured content, guidance and customizable workflows to make your SMSF audits a streamlined process for all relevant staff members.

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trust account audit

Audit Trust Pack

The Trust account audit pack includes compliance assured content, for both Legal professionals trust account external examination as well as Agents Trust Account Audit. Equipped with guidance and customizable workflows to make your Trust audits a streamlined process for all relevant staff members.

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year-end generic

Year-end Generic Pack

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

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Platform Videos

Newly released - PDF Annotation functionality within MyWorkpapers

PDF Documents just got a whole lot smarter in MyWorkpapers.

With our new PDF editing, annotation and hyperlink functionality, combined with our Office 365 and Ledger integrations, see how you can save even more time and increase productivity by taking the next step to a fully paperless workpaper solution.

Everything you once did with paper workspapers can now be performed digitally within the MyWorkpapers fully paperless workpaper solution.

Our new PDF Annotation functionality in MyWorkpapers allows you to;
Add Hyperlinks from PDF supporting documents to workpapers
Annotate PDFs to draw attention to points of interest by
Drawing
Highlighting
Underlining
Inserting Callouts
Adding Text; and
Adding Stamps
Insert Tickmarks from the MyWorkpapers library to validate the work being performed

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AU Product Update Video October 2019

Partners and managers in public practice want to provide more ongoing feedback to business clients. However, they struggle with lack of time to deliver more services and resistance from clients to pay for advice.
Join us and our new ebook author, Dale Crosby, as we discuss how you can effectively introduce a regular financial review service to all your business clients. With over 15 years in Practice and a passion for developing processes that deploy technology, Dale has insight and practical advice that is not to be missed!
You’ll learn:
MyWorkpapers existing functionality to increase efficiencies - workflow manager, workflow diagram, office 365 integration.
MyWorkpapers new features - periodic files, individual tax template, PDF annotation.
7 key steps to transition your firm from compliance to advice using periodic reporting.

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au platform video

MyWorkpapers Platform

This video goes through some of the key features and benefits of the MyWorkpapers Platform

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Tips and Tricks

Importing Integrations Xero, QBO and Kashflow

Importing Integrations Xero, QBO and Kashflow

In this video we showcase our direct integrations with leading accounting software, including Xero, Kashflow and Quickbooks Online.

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Communicating with your clients

Communicating with your clients

Complementing our feature rich platform, we have created a secure portal for you to communicate directly with your clients.

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Importing Integration Super

Importing Integration Super

In this video we showcase our direct integration with leading SMSF administration software including Class Super, Simplefund 360 and SuperMate.

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csv import video

CSV Import

In this video we show you how you can import a CSV file into the MyWorkpapers platform.

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dashboard

Dashboard

More than just set of workpapers, MyWorkpapers is the complete platform and the Dashboard proves this by increasing collaboration between internal staff members as well external clients.

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On Demand Webinars

The 'New Normal' - Managing Staff Remotely

The webinar will discuss the issues practices are currently grappling with when it comes to managing staff, before we demonstrate some of the key features of MyWorkpapers that can make the process easier

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MyWorkpapers AU - The New Normal

Experts explore how we are going to get things back to normal once this is all over. Persuading people to come back to the office will be hard. They are experiencing home working, no commuting and possibly, greater productivity as a result…… the elephant in the room will be that question “do we actually need to work from the office?”

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Let's get started with Year-end SMSF

MyWorkpapers Public Webinar – Let’s Get Started with Year-End SMSF

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Let's get started with Year-end

MyWorkpapers Public Webinar – Let’s Get Started with Year-End

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Let's get started with Audit for Trust Accounts

MyWorkpapers Public Webinar - Let’s Get Started with Audit for Trust Accounts

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Tips and Tricks

MyWorkpapers Public Webinar - Tips and Tricks

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Let's get started with General Audit

25th June 2020 - MyWorkpapers Public Webinar - Let’s Get Started with General Audit

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Let's get started with SMSF Audit

MyWorkpapers Public Webinar - Let’s Get Started with SMSF Audit - 30.07.2020

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