Solutions
Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo
Accounting
Accounting Overview
Client Onboarding
Year-End Accounts
Working Papers
Annual Tax Returns
Financial Advisers
Adviser Overview
Client Discovery
Advice Approvals
Client Engagement
Insolvency
Insolvency Overview
Case Onboarding
Case Comms
Auditing
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“Workiro is easy to use, easy to set up, and solves problems accountants have dealt with for years."
How One Accounting Firm Halved Their Xero Admin Time – And Streamlined 200+ Emails A Day Into Workflows.
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Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo
Accounting
Accounting Overview
Client Onboarding
Year-End Accounts
Working Papers
Annual Tax Returns
Financial Advisers
Adviser Overview
Client Discovery
Advice Approvals
Client Engagement
Insolvency
Insolvency Overview
Case Onboarding
Case Comms
Auditing
CUSTOMER STORY
“Keeping client data safe is what keeps me awake at night. Workiro helps with that.”
How A Financial Planning Firm Cut Client Turnaround 90% – Making Same-Day Work Possible For The 1st Time.
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Solutions
Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for yours – please book a tailored demo
Accounting
Accounting Overview
Client Onboarding
Year-End Accounts
Working Papers
Annual Tax Returns
Financial Advisers
Adviser Overview
Client Discovery
Advice Approvals
Client Engagement
Insolvency
Insolvency Overview
Case Onboarding
Case Comms
Auditing
CUSTOMER STORY
“Clients have been blown away, they love the simplicity.”
How One Accounting Firm Cut Their Xero Admin Time 50%.
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Customer Stories
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Trusted By 65,000 Professionals

Tax Return Preparation for Accounting Firms. Built for Complete Returns and Confident Filing

Collect client information, manage computations, and complete reviews faster — with nothing missing.

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.

Collect Client Tax Documents With Ease

Create consistent tax return processes using templates for recurring tasks, document requests, and approval steps.

From initial information gathering to final sign-off, every return follows the same high-quality workflow - reducing risk and speeding up delivery.

“I haven’t had anybody come back and say ‘I can’t work with this’ - it’s easier for clients than our old portal.”

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

years of documents now in the cloud

client logins now required for signing

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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

Collaborate on Tax Computations Smoothly

Upload draft tax computations, supporting schedules, or working papers and collaborate directly within the document.

Use comments, discussions, and Office 365 co-authoring to keep everyone aligned while Workiro manages version control automatically.

All stored automatically and tied to the tax return’s record, ensuring complete transparency.

Discuss and Review Documents In Context

Internal reviewers can comment directly on documents or within the task thread, attaching evidence or clarification as needed.

No more lost email chains or confusion around what changed and why.

Workflow for centralising all verification evidence

Secure Client Review and Approval

Share draft tax returns safely with clients for review. Capture their feedback in context – on the document or within the conversation thread – and collect final approvals using Workiro’s built-in e-signature capability.

Directors and individuals can sign from anywhere using the mobile app with complete confidence.

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

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

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Workflow for giving clients a secure document portal without logins

Keep the Full Evidence Trail in One Record

Computations, schedules, workings, correspondence, and signed returns sit together, ready for HMRC queries or internal quality assurance reviews.

Workiro maintains a complete audit trail automatically, making compliance and future reference effortless.

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Archive Cleanly for the Following Year

Completed returns and supporting paperwork can be archived and stored against clients and jobs, ready for easy access when needed – ensuring future years start with full context.

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

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