Securing Sensitive Client Documentation

Is Document Sharing Putting You at Regulatory Risk?

Sharing sensitive client documents through email, consumer file-sharing services, or outdated portals creates serious security vulnerabilities and compliance risks.

Learn how to securely share and collaborate on confidential documents while maintaining complete control and regulatory compliance.

The Problem: Conventional Document Sharing Creates Regulatory Risk

Workiro helps you meet the strictest regulatory requirements:
Traditional Document Sharing Methods Fail Security Requirements
  • Email attachments create multiple uncontrolled copies on various devices
  • Consumer file sharing lacks proper audit trails required by regulations
  • Downloading creates local copies that aren't protected or tracked
  • Access control is often all-or-nothing without document-level permissions
  • Revoking access after sharing is difficult or impossible
  • Most systems lack comprehensive logging for compliance verification

"84% of regulated firms have experienced document-related security incidents in the past 24 months, with 37% resulting in regulatory actions." (Financial Services Security Survey, 2023)

The Real Cost of Version Control Problems

When you can't keep track of document versions, your business suffers serious consequences:

Decisions Based on Outdated Information

Teams make critical choices using obsolete data.

Wasted Work

Hours spent making changes to the wrong version of a document.

Errors and Inaccuracies

Incorrect information makes its way to clients and stakeholders.

Compliance Violations

Unable to prove which version was in effect at a specific time.

Frustrated Teams

Constant version confusion leads to workplace tension and blame.

For professional services firms, these version control failures directly impact quality of service, client satisfaction, and legal exposure.

The Solution – Enterprise-Grade Document Security

Complete Control Over Sensitive Documents

Complete Control Over Sensitive Documents

Workiro provides comprehensive security for even your most sensitive client documents:

  1. Enterprise Identity Integration: Use Single Sign-On (SSO) with Microsoft or Google accounts for secure authentication.
  2. Multi-Factor Authentication: Enhance security with MFA support that integrates with your organisation's security policies.
  3. Granular Permission Control: Set precise access permissions at the document, folder, or client level.
  4. Secure External Sharing: Share documents with clients using secure, tokenised links without requiring them to create accounts.

Comprehensive Compliance Tools

Workiro helps you meet the strictest regulatory requirements:

Time-Limited Access

External links automatically expire after 48 hours and limit access attempts for enhanced security.

Complete Audit Trails

Track every document interaction with detailed logs of who accessed what, when, and how.

Secure Browser Sessions

Client access is device-specific, preventing unauthorised sharing of access links.

No Account Required

External clients can securely collaborate without creating accounts or remembering passwords.

Branded Experience

Maintain your professional identity with branded secure sharing.

We enhance the world's leading software

NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
NetSuite colour logoCeligo logoOutlook iconPowerPoint iconWord iconExCel iconGlide logoCloudTamers logoTurnkey logoXero logoTaxCalc, tax
and accountancy software logoSalesforce logo
" It was critical that we could keep our information secure and that nothing was lost. Workiro offered the all singing, all dancing, version of what we already had, at the right price."
Rob Creswell
Director - RWC Corporate Benefits

Why Workiro is Different

Truly Centralised
One connected, secure location for every document - no matter which system, tool, or team it started in.
Embedded where you work
Smart folders and documents are accessible directly inside NetSuite, Salesforce, HubSpot, and Microsoft tools like Outlook, Word, Excel, and PowerPoint.
Organised by relationships, not folders
Workiro replaces outdated folder structures with smart tagging, linking files automatically to customers, projects, services, transactions, and more - so documents stay organised around the work that matters, not buried in silos.
Seamless across every device
Access files securely from any device via browser, desktop apps for Windows and Mac, or beautiful native mobile apps for iOS and Android.
PLUS Workiro gives you native e-signing, automatic email capture, as well as PDF markup and Office 365 Collaboration for increased productivity.

Book a personalised discovery call

Take control of your files

  • Stop wasting time searching.
  • Stop duplicating files.
  • Stop losing critical information.

Book today to see how Workiro transforms document management for your business.