Our Platform

What is MyWorkpapers?

Our ‘game changing’ platform will save you hours of management time by streamlining and centralising your account preparation engagements and audits. It will also standardise and systemise your compliance, worksheets, checklists and procedures; improve your fee recovery and encourage more collaboration with your clients and your team.

Key benefits

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 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 team collaboration

Improve team collaboration

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

manage jobs 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

Increase client retention and engagement

Collaborate and engage with clients timely and efficiently within the software. Share documents and queries in the Client Portal, all direct to the client file.

reduce risk errors

Reduce risk of errors

Workpaper index, programmes, checklists and reports are dynamically built from API (or CSV) connections to bookkeeping products.

audit trail

Audit trail of documents and work done

Version control of all documents, track all work performed and queries and responses. Ensure reviews are completed.

The benefits of all our platform include:

Customise our comprehensive content pack suit to suit your firm and client needs

Dynamically auto-map to build Trial Balance, Profit and Loss and Balance Sheet

Firm and file based permissions for total flexibility and control

Drag and drop and link all supporting documents

Date and user time stamps show when work is done

Manage tasks, queries and documents through Client Portal

Queries and review points are tracked and managed

Manage jobs and tasks effectively with customisable workflows, dashboards and analytics

Managers and partners can easily review and sign-off jobs

Time saving roll forward for future years