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  1. MyWorkpapers
  2. Help Videos
  3. Getting Started

Getting Started

The Dashboard (GS1) - An overview of the dashboard, dashboard tools, and what users see based on permissions. Adding Clients (GS2) - Adding clients or funds to MyWorkpapers, including a look at the various information tabs. Navigating the My Files Page (GS3) - An overview of the MyFiles page, adding engagement team members, and other functions.

  • Importing Your Prior Year Figures by CSV (Video tutorial)
  • Importing a Trial Balance via CSV (Video tutorial)
  • The Dashboard (GS1)
  • Adding Clients (GS2)
  • Navigating the My Files Page (GS3)

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