Periodic Reporting will allow you to create Monthly and Quarterly files. Your BAS and Management reporting procedures will be conducted in a standardised framework
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.
Audit General Pack
Use our General Audit pack to streamline and systemise your audit enabling multiple sta to perform the audit seamlessly.
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.
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.
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.
Year-end Generic Pack
Use our year-end pack to streamline your account preparation engagements, increase profitability and standardise compliance.
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
Adding Text; and
Insert Tickmarks from the MyWorkpapers library to validate the work being performed
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!
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.
This video goes through some of the key features and benefits of the MyWorkpapers Platform
Tips and Tricks
Importing Integrations Xero, QBO and Kashflow
In this video we showcase our direct integrations with leading accounting software, including Xero, Kashflow and Quickbooks Online.
Communicating with your clients
Complementing our feature rich platform, we have created a secure portal for you to communicate directly with your clients.
Importing Integration Super
In this video we showcase our direct integration with leading SMSF administration software including Class Super, Simplefund 360 and SuperMate.
In this video we show you how you can import a CSV file into the MyWorkpapers platform.
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.