2 hours
What’s included: | Basic | Standard | Premium |
---|---|---|---|
Account Review | |||
Implementation review – a review of your account setup | ![]() | ![]() | ![]() |
Review of workpaper custom template – a review of your custom template, highlighting any suggested changes to improve efficiency | ![]() | 1 template review | 2 template reviews |
Custom template changes – identified and confirmed changes made to your custom template | ![]() | Up to 4 hours | Up to 6 hours |
Excel Connect template changes – if required | ![]() | Up to 2 hours | Up to 4 hours |
Web-based feedback call – your chance for Q&A and to discuss any areas that require assistance | 30 mins | 45 mins | 1 hour |
Training | |||
Non core public training sessions – access to our best practice, Q&A, personal tax, periodic files, and refresher training. | ![]() | ![]() | ![]() |
Access to recording of non core training sessions attended – 12 months. | ![]() | ![]() | ![]() |
Private online training for any additional subscription type purchase* | ![]() | ![]() | ![]() |
Per head training for new starters** | ![]() | 5 per year | 10 per year |
Services | |||
Health check call – to discuss your use of MyWorkpapers and identify any areas for improvement. | Up to 2 per year | Up to 4 per year | Up to 4 per year |
Workflow Review on a year end or audit file – an in-depth review of your use of the functionality within a file. | ![]() | ![]() | ![]() |
Workflow Review (Best Practice) annually ** – a review of your processes internally and recommendations on changes or improvements. | ![]() | ![]() | ![]() |
Onsite half day consultancy session** – includes travel but not overnight accommodation if required. Capped at 15 participants, in your premises (room permitting). | ![]() | ![]() | ![]() |