MyWorkpapers vs Active Workpapers Compared

Choosing the best accounting workpapers software shouldn’t be harder than balancing a trial balance on a Monday morning. MyWorkpapers and Active Workpapers both promise to declutter your compliance headaches, but their methods are as different as tax time and holiday season. The right choice could mean less time wrangling spreadsheets and more time perfecting your coffee order.

Here’s an entertaining (yet factual!) look at how MyWorkpapers stacks up against Active Workpapers across features, flexibility, and value.

Xero Marketplace Rating

Join the top-rated solution with a 4.9/5 rating on Xero Marketplace from 56 reviews, chosen by practices for its collaboration and workflow excellence.

MyWorkpapers	Active Workpapers
⭐ ⭐ ⭐ ⭐ ⭐ 4.9 from 56 reviews – top-rated for collaboration and workflow	⭐ ⭐ ⭐ ⭐ 3.8/5 from 5 reviews – limited feedback and adoption

Cloud

MyWorkpapers offers a truly 100% cloud-based solution that liberates you from desktop dependency, allowing you to work anywhere, anytime – delivering seamless accessibility.

MyWorkpapers	Active Workpapers
✅ 100% cloud-based – accessible anywhere, no desktop dependency	️⚠️ Cloud-based, but requires Excel plugin

Job Types Supported

What truly sets us apart is our comprehensive support for diverse job types – from various audit engagements, year-end, and periodic work, to personal tax and payroll.

MyWorkpapers	Active Workpapers
✅ Various Audit engagement, Year End, Periodic, Personal Tax, Payroll, IE, Assurance	❌ Year End only

Published ‘Best Practice’ Content

Industry-proven ‘Best Practice’ content, including Mercia, HAT, and Chartered Accountants Ireland materials, ensuring you always have trusted, up-to-date compliance guidance.

MyWorkpapers	Active Workpapers
✅ Mercia, MyWorkpapers, HAT, Chartered Accountants Ireland – trusted and up-to-date compliance materials	❌ No published content

Content Customisation

MyWorkpapers empowers you with full content customisation at both the practice and client level, offering unparalleled flexibility.

MyWorkpapers	Active Workpapers
✅ Fully customisable content at the practice and / or client level	⚠️ Limited – restricted template flexibility

Tax guidance

Access trusted, up‑to‑date tax checklists and compliance content from industry‑recognised providers, ensuring every job meets the latest regulatory standards.

MyWorkpapers	Active Workpapers
✅ Tax workpaper checklists with guidance linkage to Tolley’s Tax	❌ Not available

Integrations

Robust integration ecosystem connects seamlessly with Xero, QuickBooks, Sage, Bright (Accounts & Tax), IRIS, and CCH, along with specific tax integrations that go beyond basic connections.

MyWorkpapers	Active Workpapers
✅ Xero, Quickbooks, Sage, Bright (Accounts, Tax,), IRIS, CCH, Supermate, FYI doc, Microsoft 365	⚠️ Xero, QuickBooks

Tax integration

Seamlessly connect to leading tax software to import trial balances, post journals, and keep data accurate across platforms, saving time and reducing errors.

MyWorkpapers	Active Workpapers
✅ API Accounts Production integrations with Bright, Xero, IRIS, etc.	❌ Not available

Client Portal

Secure, two-way client portal facilitates effortless document sharing, query collaboration, and interactive checklists – a far cry from basic, non-engaging portals.

MyWorkpapers	Active Workpapers
✅ Secure portal for document sharing and query collaboration, 2‑way secure and encrypted communication, and sending checklists for completion	⚠️ Basic portal – lacks interactive checklists or discussion tools

Internal file Collaboration

Unlimited users, review points, and client queries, promoting true team collaboration without limitations.

MyWorkpapers	Active Workpapers
✅ Review Points, Client Queries, Unlimited Users	⚠️ Limited features and User limited

Support & Onboarding

We back our intuitive product with full Client Success memberships, including online LMS, onboarding, training, and personalised template creation.

MyWorkpapers	Active Workpapers
✅ Intuitive product supported online LMS (learning management system) and full Client Success memberships: onboarding, training, hand-holding, and creation of your own firm templates	⚠️ 30-day onboarding period

Pricing Model

Flexible per-job pricing model scales with your firm, providing cost transparency that accountants appreciate, avoiding the escalating costs of per-user models as your team grows.

MyWorkpapers	Active Workpapers
✅ Per-job pricing – scalable and flexible across firm types. Matching principle cost by job that accountants love.	❌ Per-user pricing – can add cost as team grows. Limited transparency of cost per job.

Document Management API integration

Store, organise, and share all workpaper documents in one secure, cloud‑based platform with full version control and real‑time team collaboration.

MyWorkpapers	Active Workpapers
✅ FYI Docs	✅ FYI Docs

MyWorkpapers isn’t just software; it’s your partner in achieving peak efficiency, unwavering compliance, and sustainable growth.

Ready to transform your practice? Let’s discuss how MyWorkpapers can solve your biggest workflow challenges.

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MyWorkpapers vs Active Workpapers

A Feature Comparison

MyWorkpapers isn’t just software; it’s your partner in achieving peak efficiency, unwavering compliance, and sustainable growth.

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