Our Platform

why myworkpapers

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

Workflow management

Compliance assured content

Standardise processes across your team

Key benefits and features

maximise fee revenue

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

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

Increase compliance quality

Standardise your processes, checklists and procedures for how work is done in your practice; monthly, quarterly, year-end and audit.

improve collaboration

Improve team collaboration

A cloud platform to do your work on, manage your work and collaborate.

manage jobs and tasks effectively

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

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

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

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

    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 Hendry
    Superannuation 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!
    Stephen Hodgkinson
    Director - Gold Group Consulting
    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 Fletcher
    Director - Elite Super
    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 Jones
    Partner - Spectrum Accountants

    Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team