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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.

Tax Returns Before

Returns drag on while info & approvals trickle in.

• Tax returns stall with incomplete info

• Version conflict

• Clients forget documents

• Review cycles elongate

• Evidence lost in inboxes

Tax Returns After

Clear requests, clear progress & nothing missed.

• Centralised document collection

• Computations, evidence, reviews kept together

• Auto-reminders reduce client chasing

• Clear, traceable review and approval cycles

• Ensure every return is complete & accurate

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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.”

A Workiro customer

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

15

years of documents now in the cloud

0

client logins now required for signing

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

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.

Workflow for AML / KYC document collection

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.”

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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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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Workflow for AML / KYC document collection

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.”

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

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CUSTOMER STORY

“Workiro does all the work for you. It’s fast, it's simple, and it's easy to use.”

Workiro customer

How One Firm Replaced Virtual Cabinet With One System for Documents, Clients, and eSignatures.

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