Client Portal For
Accounting Firms.
Send, Sign and Collect – No Client Logins or Separate App Needed

No. Your client opens the portal through a branded, secure link and works in a private session - no account to create, no password to remember, no app to download. It's the same simple experience whether they're on a laptop or their phone.

Everything the job needs: upload files, complete ID and document requests, reply to questions, and sign what needs signing. Each item files itself automatically against the right client record the moment it's done, so nothing sits in an inbox waiting to be saved.

That's the reason there's no login. The friction that makes clients abandon a portal - another account, another password - simply isn't there. Lloydbottoms moved 15 years of documents to Workiro and their clients sign with zero logins: "I haven't had anybody come back and say 'I can't work with this'."

The portal chases for you. Every request carries automatic reminders, so clients are nudged until they respond without anyone on your team keeping a list. You see at a glance what's been sent, what's signed and what's gone quiet, and send a one-line nudge from the same screen. Ben Symons at Serenity puts it plainly: "I don't have to chase anymore."

Yes. Access is role-based and least-privilege by default, so people only see what they should, and every action is captured against the client with a timestamp. The audit log can't be altered after the fact, and you can search across your files - including the text inside PDFs - to produce the evidence in seconds. Full security detail is in the Workiro Trust Centre.

Yes. Workiro connects the tools your practice already runs, including TaxCalc, IRIS, Xero and Microsoft 365, so a new client's details and their signed documents land in the same record instead of being re-keyed between systems. See all integrations for regulated firms.