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MyWorkpapers Essential: Your Excel, transformed

Cloud workpapers built for small accounting practices

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Work Smarter, Save Time, and Stay in Control with MyWorkpapers Essential

Take your Excel workflows into the cloud with MyWorkpapers Essential. Streamline trial balance to final workpapers, save time, and collaborate effortlessly – purpose-built for UK firms handling FRS 105 and 102 1a accounts.

MyWorkpapers Essential is the new, streamlined version of MyWorkpapers built for small UK accounting practices relying on Excel.

Designed for firms with 1–5 employees or up to 150 clients, Essential makes workpaper prep faster, automated, and more reliable, without changing how your team works.

Why Should Firms Choose Essential

Right-sized, right-focused, designed for small teams.

Easy to Use
Built for small practices,

with familiar workflows that just work.

  • Trial balance-first design – no complex setup.
  • Prebuilt templates, Excel-style editing, cloud access from anywhere.

Built for small practices with familiar workflows that just work. Start directly from your trial balance, no complicated setup, no audit folder maze. Features include Excel-style editing, prebuilt templates, and secure cloud access.

Faster Year-End
MyWorkpaper Automation,

replaces manual steps, saving hours each week.

  • Real-time collaboration with your team.
  • Automated schedules and live dashboards.

Automation replaces repetitive steps, saving hours every week. Collaborate in real-time and eliminate version conflicts. Features include automated schedules, one-click sign-offs, and visual progress dashboards.

Quick Onboarding
Access MyWorkpapers Academy,

for fast, guided adoption.

  • Get your team live in hours, not days.
Compliance Made Simple
Stay up to date with FRS 105 and FRS 102 1a

Essential helps you stay up to date with FRS 105 and FRS 102 1a. Built-in checks provide visibility and audit-ready confidence without slowing your workflow.

A condensed version of  MyWorkpapers Advanced – a purpose-built solution for small accounting practices that want Excel familiarity with added structure, automation, and compliance.

Ready to transform your workflow?

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Key features:

MyWorkpapers Essential is designed to simplify compliance and streamline workflows…

Its trial balance-first workflow means you can land exactly where you work most, saving time from the very first step. Generate Excel workpapers in one click with automation built in – no more manual updates or broken links.

Stay on top of every job with visual progress dashboards that show completion status at a glance. Seamlessly integrate with BrightTax and Accounts Production through Bright’s connected ecosystem. And because it’s securely cloud-based, you can access your files anywhere, collaborate in real time, and work faster than ever before.

Trial Balance First

Start where accountants naturally work best, the trial balance. MyWorkpapers Essential is designed around your workflow, not the other way around. By landing directly in the trial balance, you can instantly view balances, make adjustments, and link straight to your workpapers without navigating multiple screens.

This approach eliminates duplication and gives you complete oversight from the start of every job. With built-in automation, changes flow through instantly, ensuring your numbers always stay aligned. It’s intuitive, efficient, and saves valuable time on every client file. For small practices juggling multiple deadlines, that’s time back to focus on clients, not admin.

One-Click Excel Workpapers

Bring automation to your favourite tool, Excel. With one click, MyWorkpapers Essential transforms your spreadsheets into structured, cloud-based workpapers ready for review. No more manual linking or version confusion, automation ensures data stays accurate and up to date across every sheet.

You’ll still enjoy the flexibility of Excel but gain the structure and control of a modern workflow system. Attach supporting documents, comments, and review notes in seconds, all within the same workspace. Whether you’re preparing accounts or completing checklists, it’s a faster, smarter way to work. Think of it as Excel, evolved for accountants.

One Click Excel Workpaper

Secure cloud access

Work anywhere, work faster. MyWorkpapers Essential keeps your data safe in the cloud, giving you flexibility without compromise. With enterprise-grade encryption and automatic backups, you can collaborate confidently from the office, home, or on the move.

Teams can work together in real time, review progress, and share notes instantly, no need for local drives or outdated versions. Security, accessibility, and efficiency all come standard, helping you stay connected and compliant wherever you are. It’s the modern way to manage your workpapers, always available, always secure. And with regular updates from Bright, your software evolves as your firm does.

Secure cloud access

FAQs – MyWorkpapers Essential

Who is MyWorkpapers Essential for?

Designed for small UK accounting firms with 1–5 users and up to 150 clients preparing FRS 105 or 102 1a accounts. Perfect for teams still using Excel who want faster, smarter workflows.

Do I need to change how I use Excel?

Not at all. Essentials enhances your existing Excel workflows, adding automation and cloud access while keeping everything familiar. Your team won’t have to learn a new system.

How much time will Essential save me?

Expect to cut hours off your year-end prep. Pre-populated schedules, one-click templates, and automated workflows streamline repetitive tasks so your team can focus on value-added work.

Can Essential grow with my practice?

Yes. Essential is scalable. When your firm grows, you can upgrade seamlessly to the full MyWorkpapers suite without losing your data or workflows. 

Is my data safe in the cloud?

Absolutely. Essential is secure, encrypted, and UK-compliant, giving you peace of mind while working from anywhere.

How easy is onboarding?

Onboarding is simple with MyWorkpapers Academy. Most firms are live within hours thanks to guided setup, tutorials, and support designed specifically for small practices.

Will Essential help with compliance?

Yes. Essential includes templates aligned with FRS 105 and 102 1a, providing visibility and audit-ready confidence without slowing your workflow.

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