Trusted By 65,000 Professionals

Workiro Customers

Client Onboarding For
Accounting Firms.
Gather Client Information and Get Sign-Off Fast.

Stay compliant while getting everything you need from clients quickly.

Onboarding Before

Slow, disorganised and email-driven client comms.

• Chasing ID, engagement letters, AML

• Engagement letters across inboxes

• Requesting prior-year accounts

• Poor first impressions

Onboarding After

1 secure place
to
onboard clients.

• Everything in 1 workflow
(requests, files, eSigns, approvals)

• Captured against the right client record

• Full visibility and complete audit trail

Request A Demo

Workflow diagram showing document request via no-password secure link for client onboarding, with active threads and recent documents logged and filed against client as a single source of truth.

Send Engagement Letters for Fast, Painless Sign-Off

Upload your standard engagement templates, tag your reviewers, and co-author directly in Office 365, with every change tracked and recorded in Workiro.

Send to clients for fast approval, and Workiro files the signed letter automatically against the client - no locked client portals, no downloads, no DocuSign fees.

“I know instantly what’s been sent, what’s been signed, and what’s still waiting. I don’t have to chase anymore.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Ketton Wealth company logo.

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A 98.4% Support Rating Over Last 120,367 Tickets

Free migration for eligible firms – book a demo for qualification

Workflow for AML / KYC document collection

Speed Up AML/KYC Document Collection

Upload your standard engagement templates, assign your reviewers, and co-author directly in Office 365, with every change tracked and recorded in Workiro.

Request A Demo

Workflow for centralising all verification evidence

Centralise All Verification Evidence

AML checks, approval notes, conflict assessments, and risk scoring all stay within the client file creating a clean, chronological audit trail that your regulator will love - and your team can access in seconds.

“For everything in one place - documents, emails, decisions - Workiro is phenomenal.”

A Workiro customer

Rachel Fowler
Owner, Rachel Fowler Advisory

20 days

Saved annually in admin

100%

Case files now paperless

Read Story

Ketton Wealth company logo.
Workflow for giving clients a secure document portal without logins

Give Clients a Secure Document Portal Without Logins

Clients upload files and complete requests through secure links without login friction. Everything is captured automatically - nothing buried in inboxes or lost in transit.

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Workflow for delivering a clean handover to internal teams

Deliver a Clean Handover to Internal Teams

Once onboarding is complete, Workiro wraps up all documents, approvals, tasks, and messages into a structured client record. Bookkeeping, tax, and accounts teams can then start work with complete confidence.

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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A short overview video of Workiro

“For everything in one place - documents, emails, decisions - Workiro is phenomenal. Especially in high pressure situations I couldn't do without it.”

A Workiro customer

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

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Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

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CUSTOMER STORY

"Especially in high pressure situations, I couldn't do without it.”

Workiro customer

How An Insolvency Practice Went Paperless In Less Than 1 Month – Reducing Risk, With 16 Days Back Annually.

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