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  1. MyWorkpapers
  2. Getting started

Getting started

Under the Getting Started menu you will find all you need to know to get started using MyWorkpapers.

Help Centre Navigations & Basics

  • Signing up to the Help Centre
  • Accessing your logged support queries through the MyWorkpapers Help Centre

Getting Started Guides

  • Commencing your first MyWorkpapers file AU
  • Commencing your first file using MyWorkpapers (UK Only)
  • 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
  • Confirm your browser is up to date & meets requirements
  • How to clear your Browser Cache
  • Supported devices
  • Basic rules
See all 7 articles

Logging in

  • Setting up BrightID
  • Two Factor Authentication Using App
  • New login page
  • Single Sign On (SSO)
  • Multi Firm Access
  • Two Factor Authentication (2FA) FAQ
See all 11 articles

Profile settings

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

Firm settings

  • Accessing firm settings
  • Updating firm settings

Top Tips

  • Accessing Live Chat

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