Autire vs BrightWorkpapers (formerly MyWorkpapers)

Autire is a browser-based platform for employee benefit plan audits, linking planning, testing, and financial statement delivery. Firms can set materiality thresholds, risk logic, and templates for reuse across engagements. Its client portal handles plan-specific document requests and follow-ups based on AICPA and DOL requirements. Auditors can upload a trust report PDF to extract plan activity and build a trial balance. Testing rules apply to all available participant records, including contributions and distributions. The platform groups audit exceptions by root cause for review and generates financial statement packages from tested and verified data using firm-approved templates. Autire says it maintains SOC 2 Type 2 controls, encrypts stored data with AES-256 and data in transit with TLS 1.2+, and hosts data in US AWS regions. Audit data is retained for seven years, and Social Security numbers are not required to complete an audit. The company says all support staff are former EBP auditors and that direct DOL inspection and peer review support is included in the per-audit fee. Pricing is on request, and the service is intended for business users.

BrightWorkpapers, formerly MyWorkpapers, is a web-based digital working-paper platform for accountants, auditors, bookkeepers, and businesses. It automates routine workflows and supports real-time team collaboration, client reminders, and dashboards. Cloud document management provides real-time access, collaboration, and audit trails, while client and firm portals support document exchange with clients and external accountants. Firms can adapt workflows and templates, edit industry or third-party templates, and create unlimited firm templates for different client engagements. Excel Connect links Excel workpaper data into BrightWorkpapers workflows and helps standardize spreadsheet versions and processes. BrightWorkpapers Essential is designed for small UK firms with 1–5 users or up to 150 clients preparing FRS 105 or FRS 102 1a accounts. It includes a trial-balance-first workflow, one-click Excel workpapers, prebuilt templates, automated schedules, and progress dashboards. The Essential page describes encryption and automatic backups for cloud access. Listed integrations include Bright Accounts Production, QX, HAT, Sage Accounting, QuickBooks, Office 365, DOT, FYI Software, Chartered Accountants Ireland, and Xero.