What is the Workflow Manager

The MyWorkpapers Workflow Manager allows you to manage your files by tracking the progress and status of each file from a single, easy-to-use and intuitive interface coupled with email notifications to ensure common communication breakdown points and manual processes are automated.


  1. Filename, type, and period year-end;

  2. Engagement team and File Notes
  3. Workpaper signoff percentage;

  4. File status;

  5. Number of outstanding review points;

  6. Engagement deadline;

  7. Archive date;

  8. Filters;

  9. Saved filters and reports;

  10. Options.

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