Getting started

Getting Started Guides

• Commencing your first MyWorkpapers file (Australia only)
• Commencing your first file using MyWorkpapers (UK Only)
• Commencing Your First General Audit and Review
• External Firm Portal Guide (For SMSF Administrators)
• SMSF Letter To Client (Administrator)

Basics

• Help Centre: How to Split-Screen Tab or Multi-Tab (viewing multiple tabs at the same time)
• Example Documents
• Confirming your browser is up to date
• How to clear your Browser Cache
• What is MyWorkpapers
• Browser and connection requirements

See all 9 articles

Logging in

• Two Factor Authentication (2FA) FAQ
• Two-Factor Authentication
• Troubleshooting: Password resets
• Logging in for the First Time
• Reset your Login Password
• Locked out and deactivated account

See all 7 articles

Profile settings

• Establishing or Resetting connection to Integrations
• Accessing your profile
• Changing your display name
• Changing your landing page
• Changing your profile picture
• Resetting Password

Firm settings

• Accessing firm settings
• Updating firm settings

Top Tips

• Accessing Live Chat