client portal uk and mercia updates

Our New Client Portal + Mercia Updates

We are pleased to introduce our new Client Portal and updates to our templates with the latest Mercia content:

New Client Portal

The brand new Client Portal now allows you to raise queries, exchange documents and collaborate directly with your client through MyWorkpapers, eliminating messy and time consuming email exchanges of documents and queries.

Our new Client Portal is now available in MyWorkpapers Audit and MyWorkpapers Exempt.

Collaborate and communicate with your clients with the new Client Portal to help streamline the engagement process and reduce reliance on onsite testing and email.

Both you and your clients can raise and track outstanding queries, exchange documentation and keep a record of all communication within a file.

Learn more about our new Client Portal by checking out our release notes.

Register below for our webinar on Thursday 15/09/2016 at 3pm BST to learn how these features will save you time and frustration on every engagement:

Webinar registration

Mercia Updates

As part of this release we have updated the Mercia Academies and the Solicitors Accounts Rule templates just in time for academies season! The following templates have been updated with the latest Mercia content:

Academies 7.0

Solicitors Accounts Rules 9.1

Learn more about these updates and more in our comprehensive help centre which contains the latest release notes:

Learn more
Enter your details to receive our brochure
No Comments

Post a Comment