Menu of Services for clients

2 hours

What’s included:BasicStandardPremium
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
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
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).