Public training webinar

Select the contact package below to view the courses available.  Our courses are tailored for the role in your Practice that you will be undertaking when working through your files.

Prices start from £99 plus VAT per person and payable once registered.

Introduction to MyWorkpapers

Pre-requisites: None

Delivery Method: E-learning module

Audience: All users – compulsory

This session is for all users of MyWorkpapers. An introduction to your platform, how to login, contact support and navigate the dashboard.

MyWorkpapers – Preparing & Reviewing Your File

Audience: Preparers & Reviewers

This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication.

** Note: you will need access to MyWorkpapers Academy to complete this module. If you do not have access, please email us on client.success@myworkpapers.com and we’ll get you set up.

Additional Training and webinars

Introduction to MyWorkpapers

Pre-requisites: None

Delivery Method: E-learning module

Audience: All users – compulsory

This session is for all users of MyWorkpapers. An introduction to your platform, how to login, contact support and navigate the dashboard.

Mercia – Preparing & Reviewing Your File

Audience: Preparers & Reviewers

This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication.

Mercia – Audit Workpapers

Audience: Auditors

This session is for auditors who will be populating the audit file. You’ll learn how to use the functionality in MyWorkpapers to work through the Completion, Planning and Permanent Files folders.

** Note: you will need access to MyWorkpapers Academy to complete this module. If you do not have access, please email us on client.success@myworkpapers.com and we’ll get you set up.

Additional Training and webinars

Introduction to MyWorkpapers

Pre-requisites: None

Delivery Method: E-learning module

Audience: All users – compulsory

This session is for all users of MyWorkpapers. An introduction to your platform, how to login, contact support and navigate the dashboard.

HAT – Preparing & Reviewing Your File

Audience: Preparers & Reviewers

This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication.

HAT – Audit Workpapers

Audience: Auditors

This session is for auditors who will be populating the audit file. You’ll learn how to use the functionality in MyWorkpapers to work through the Completion, Planning and Permanent Files folders.

** Note: you will need access to MyWorkpapers Academy to complete this module. If you do not have access, please email us on client.success@myworkpapers.com and we’ll get you set up.

Additional Training and webinars

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