Training MyWorkpapers Year-End

MyWorkpapers > Tables > Training MyWorkpapers Year-End

Training MyWorkpapers Year-End

2 hours

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Session	Duration	Pre-requisites	Delivery Method	Watch/Register
Introduction to MyWorkpapers Audience: All users – compulsory This session is for all users of MyWorkpapers. An introduction to your platform, how to login, contact support and navigate the dashboard. Note: You will need access to the Learning Management System (LMS) to complete this course. If you do not have access, please email us on training@myworkpapers.com and we’ll get you set up.	17 mins	None	Online video	Watch
Preparing & Reviewing Your File Audience: Prepares & Reviewers This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication. This session is also for manager and reviewers who will be reviewing files, including how to mark workpapers as complete and how to complete the file and archive it.	150 mins	Introduction to MyWorkpapers	Webinar	Register
Periodic Files (monthlies & quarterlies) Audience: Preparers, Managers & Partners This session is for preparers, who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the monthly & quarterly files in MyWorkpapers.	60 mins	Introduction to MyWorkpapers	Webinar	Register
Personal Tax Audience: Preparers, Managers & Partners This session is for preparers who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the Personal Tax template in MyWorkpapers.	60 mins	Introduction to MyWorkpapers	Webinar	Register

Content Pack Marketplace

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Our training events, face-to-face and digital, are attended by over 7,000 firms. Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Marketing?

We can help you promote your firm; we have a wide range of flexible solutions for your practice. We combine our specialist in-house technical knowledge with our marketing and design expertise to develop a range of products to suit firms of all sizes.

Our products are available in various formats, easy to understand and enable you to showcase your expertise to your clients both existing and prospective, they include.

Communication products

We produce a wide range of topical and technically accurate content in printed or digital formats for you to communicate to your clients.

Whether you require regular communications such as briefings or newsletters or if you are after something more specialist we can help with our range of technical guides and factsheets.

We also have a range of client letters, that relate to topical issues, these are available in a format that makes them easy for you to adopt

Communicating key information relating to accounting, auditing, or tax in a way a client easily understands is never easy, our communication products focus on practical advice that your clients can understand.

Digital Marketing

We specialise in designing and building websites for accountancy firms in the UK using content that you can trust.

Each website comes complete with high-quality content specifically tailored for accountancy firms.

Our technical experts have written the content, which is automatically updated for you, so you can ensure it is relevant and up to date, without the hassle of updating it yourself.

In addition, for our website clients, we offer a social media solution to help establish your firm as an accountancy expert.

We post daily on LinkedIn, Twitter, and Facebook you can incorporate our solution into your existing social media strategy or rely on this content to keep your social media accounts active and visible.

Budget & Tax

We produce comprehensive summaries of the various Chancellor’s fiscal announcements, including budgets and statements. We make them available to you the following day, making sure your clients have the important information when they need it.

We produce annual tax rates guides covering the latest rates and detail for each tax year, these are available in a variety of sizes and formats to suit your needs.