Year-end SMSF

Use our SMSF Administrator Year-end pack to streamline your file compilation and ensure a seamless submission to the auditor

Platform Benefits

maximise your fee revenue

Maximise your fee revenue

Automate the mundane and personalise the exceptions. See our client case studies showing significant increased productivity and higher fee recovery.

time and cost savings

Time and cost savings

Leverage numerous time saving features to streamline the way work is done and enable managers and staff to focus on productive tasks.

roll forward

Increase compliance quality

Standardise your processes, checklists and procedures for how work is done in your practice; monthly, quarterly, year-end and audit.

improve team collaboration

Improve team collaboration

A cloud platform to do your work on, manage your work and collaborate.

manage jobs and tasks effectively

Manage jobs and tasks effectively

Customisable workflows, dashboards and analytics. Partners and managers can easily prioritise work, filter by deadlines, team members or job stage.

increase client retention

Increase client retention and engagement

Collaborate and engage with clients timely and efficiently within the software. Client portal to share documents and queries. All direct to the client file.

review points

Reduce risk of errors

Workpaper index, programmes, checklists and reports are dynamically built from API (or CSV) connections to bookkeeping products.

version control

Audit trail of documents and work done

Version control of all documents, track all work performed and queries and responses. Ensure reviews are completed.

+ Specific Benefits of Year-end SMSF Pack

Standardise and systemise the way you prepare your SMSF for year-end. Utilise our content pack complete with up-to-date programmes, checklists and procedures to make your jobs a streamlined process, increasing profitability and standardise compliance.

Customise our comprehensive content pack to suit your firm and client needs

Dynamically auto-map to build Trial Balance, Profit and Loss and Balance Sheet

Automatically import reports available within BGL 360, SuperMate and Class to use in file

Easy steps to send the file to the auditor

Date and user time stamps show when work is done

Queries and review points are tracked and managed

Manage checklists, notes, tasks, queries and documents through our client portal

Manage jobs and tasks effectively with customisable workflows, dashboards and analytics

Time saving roll forward for future years

Managers and partners can easily review and sign-off jobs

Some of the many features your team will love:

Workpapers

Workpapers are dynamically built. They include guidance, programmes & checklists.

Customiser

Answer questions at the start of the job to define work to be completed.

Trial Balance Data Import Options

API and CSV import of trial balance to dynamically build your job file.

Report Pack

Automatically import reports available within SMSF Administration packages to use in file.

Workflow Manager

Job status reporting, filter by team and deadlines.

Working Paper Index

Working Paper Index builds from import of a trial balance and the Customiser questions.

webinar registration

Register now for our FREE webinar!

Discover why leading accounting firms can’t live without the efficiencies and collaboration tools in MyWorkpapers.

Introducing Year-End SMSF
5/9/20172:00pm Register

Year-end SMSF files are just $5.00+GST each, contact us today to get started!

Contact sales

Our integration partners

We partner and integrate with leading software providers in the industry

What our customers say

MyWorkpapers has changed the way we prepare workpapers. We’re spending less time on jobs and reducing errors because the information is all there. I can keep track of jobs and communications with clients simply and e ciently. Being able to log in from anywhere and have everything right there is a game changer for me.

Aaron Jones
Partner / Spectrum Accountants

MyWorkpapers is very intuitive, and our team love the design. It’s become the firm’s workplace. The report layouts are great. It’s very easy to see what’s complete and what’s outstanding. We’re also managing queries a lot more e ectively, because we can send them, and the client and sta can reply to them all within the workpaper file. Our team loves MyWorkpapers!

Stephen Hodgkinson
Director / Gold Group Consulting

Discover the future of digital workpapers for accounting and auditing