Year-end Generic

Use our year-end pack to streamline your engagements, increase profitability and standardise compliance

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 Generic Pack

Standardises and systemises the way you do your year-end job file. Utilise our year-end content pack complete with up-to-date standards, guidance, programmes, checklists, worksheets and procedures to make year-end jobs a streamlined process!

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

Template the content for different engagement types and lock down for junior staff

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

Reference direct from Trial Balance or any workpapers, ‘tick off’ and cross-reference

Drag and Drop and link all supporting documents Industry template worksheets for reconciliations with in-browser viewing

Date and user time stamps show when work is done, and reviewed

Queries and review points 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

Managers and partners can easily review and sign-off jobs

Time saving roll forward for future years

Some of the many features your team will love:

Workpaper Index

Workpaper index builds from import of trial balance and Customiser.

workpaper index


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



Answer a checklist at the start of the job to define work to be done.


Trial Balance Data Import Options

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

trial balance data import options

Mapping of Trial Balance

Auto mapping to financials. Exceptions are identified for manual intervention.

mapping of trial balance

Workflow Manager

Job status reporting, filter by team and deadlines.

workflow manager
webinar registration

Register now for our FREE webinar!

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

Introducing Year-End | Generic
3/10/20172:00pm Register

Discover the future of digital workpapers for accounting and auditing

Free access to our Year-end Generic Pack until the 31st of October, 2017.

For ongoing pricing, please contact sales:

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