Designed for accountancy practices, auditors, bookkeepers and businesses, MyWorkpapers is an industry proven cloud-based platform for digital workpapers, collaboration and reconciliation. Get ready to embrace digital transformation with MyWorkpapers.
About our software
The smart integrated cloud platform to build your workpapers
Workpapers for periodic and year-end
Workpapers for audit
Pre-built workpaper content, checklists and methodology, or use your own
Supporting document management
Collaboration and query management with your team, and your clients
Task creation for your team, and for your clients
Compliance assured content
Standardise processes across your team
Key benefits and features
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
Leverage numerous time saving features to streamline the way work is done and enable managers and staff to focus on productive tasks.
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
A cloud platform to do your work on, manage your work and collaborate.
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 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.
Reduce risk of errors
Workpaper index, programmes, checklists and reports are dynamically built from API (or CSV) connections to bookkeeping products.
Audit trail of documents and work done
Version control of all documents, track all work performed and queries and responses. Ensure reviews are completed.
Utilise specialised content packs with up-to-date standards,
programmes, checklists and procedures:
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 efficiently. Being able to log in from anywhere and have everything right there is a game changer for me.
Aaron JonesPartner - Spectrum Accountants
MyWorkpapers enables us to log directly into our client accounts which makes our workflows much more efficient as we can readily check data feeds and the status of files. MyWorkpapers also populates other fields within our templates and removes quite a bit of manual processing, making it a very valuable tool.
Katrina FletcherDirector - Elite Super
The MBA Partnership uses MyWorkpapers as its ability to integrate with our SMSF administration software - Class Super was second to none. At The MBA Partnership, we are continually looking for ways to improve our processing efficiency in order to meet our client’s expectations and free up time to spend on pro-active advice. Audit helps us achieve this goal. The service we receive from the MyWorkpapers team is excellent. We continue to look forward to working with MyWorkpapers in the future.
Chrissie HendrySuperannuation Accountant - The MBA Partnership
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!