Client Success Memberships

MyWorkpapers Client Success Plans

Our client success plans provide you with a 90 day implementation of MyWorkpapers where you’ll work with our experienced Client Success Team to create a bespoke implementation plan for your practice, ensuring your team are achieving the full benefits of the application.

You’ll have access to additional training resources including best practice, Q&A and refresher training.

Choose from the following:

What’s included:	Basic	Standard	Premium
Initial Implementation (first 90 days of subscription)
Consultation – to understand your requirements and expectations and drive expected outcomes.
Implementation plan – stages of implementation are highlighted and scheduled, including a Gantt chart, as agreed by you.
Workflow Review (Best Practice) library – access to our library of workflow review examples based on our work with other firms.
Workflow Review (Best Practice) report – undertaken for your practice to understand your workflow and identify key areas for efficiency gains.
Communications example – access to our suggested communications for each stage of the project.
Staff user setup – tailoring of your user roles and permissions, and setup of staff users.
Customised workpaper pack template		1 template	2 templates
Excel Connect template build – if required		Up to 8 hours	Up to 12 hours
Accounting structure build		1 accounting structure	2 accounting structures
Trial Balance mapping customisation – if required.		1 Trial Balance mapped	2 Trial Balances mapped
Web-based instructor lead training – capped at 15 participants.	Up to 6 hours	Up to 6 hours	Up to 6 hours
On-site training – 6.5 hours – includes travel but not overnight accommodation if required. Training is classroom style from 10.00am to 4.30pm, capped at 15 participants, in your premises (room permitting).			Up to 6.5 hours
Champion training – a 30 minute session with your MyWorkpapers champions.
Web-based training feedback call – for the attendees of your training session. A chance to ask questions once you’ve started using MyWorkpapers and completed training.	1 hour	1 hour	1 hour
Web-based implementation project feedback call	30 minutes	1 hour	2 hours
Training
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
Services
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).

*Implementation of additional subscription type purchase not included and POA.
**Services only available after 12 months of your service subscription plan.

Additional Options – MyWorkpapers Platform

Additional services that you can add on to your Client Success Plan.

Option 1

Public training session

Our public training session courses outline all of the features and functions you will need to get up and running.

Participants can engage directly with our trainers via chat messaging whilst attending the webinar.

Great for firms where there are less than 10 staff to be trained or for new starters to firms who have already had their MyWorkpapers training.

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Option 2

Private Online Training

This is a private training session. Only participants you have invited are eligible to attend. For up to 15 participants.

This course outlines all of the features and functions you will need to get up and running. You can also elect to tailor the content of the training to specifically focus on key areas or functionality.

This is a completely interactive session – participants can engage directly with our trainers via audio and/or chat messaging, whilst attending the webinar. Training is recorded and provided to the firm for 90 days to refer back to.

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Option 3

On-site training

This is a full day, face-to-face interactive instructor-led training workshop conducted onsite at your location.

This course outlines all of the features and functions you will need to get up and running efficiently.

Includes assistance with implementation and setup.

Participants are engaged with a hands-on fully guided training experience.

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Option 4

On-site consultancy visit

3 hour on-site half day meeting with you and your team; or

6.5 hour on-site day meeting with you and your team (including breaks).

Focus on items identified in your initial consultation, and discussion with you on focus points and topics.

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Option 5

Template customisation (per workpaper template)

Our Client Success Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. This option is for when you are editing a current template to include additional workpapers or editing (adding or removing) of content. Only applicable where the referencing of the template/file structure does not change.

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Option 6

Template customisation and accounting structure build – Year-end (per workpaper template)

Our Client Success Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. We will build the custom template for you and one accounting structure. For year-end templates only. Does not include any Trial Balance mapping.

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Option 7

Template customisation and accounting structure build – Audit (per workpaper template)

Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. We will build the custom template for you and one accounting structure. For audit templates. Does not include any Trial Balance mapping.

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Option 8

Trial Balance mapping customisation

Our Implementation Team will work with you to scope out your mapping requirements in MyWorkpapers to connect to your firm’s accounts production software or bookkeeping software if it is not included in our industry templates.

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Option 9

Workflow Review of your practice

Documentation of existing workflow and proposed workflow changes on implementation of MyWorkpapers. Workflow Review is done remotely, however if on-site travel is required, additional travel costs would be applicable. Includes access to our example reports.

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