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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
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“Workiro does all the work for you. It’s fast, it's simple, and it's easy to use.”
How One Firm Replaced Virtual Cabinet With One System for Documents, Clients, and eSignatures.
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Platform
Customer Stories
Integrations
Pricing

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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Platform
Customer Stories
Integrations
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Solution
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Trusted By 65,000 Professionals

Working Papers
for Accounting Firms. Without Version Risk

Real-time collaboration, clean audit trails, and complete supporting evidence – all in one place.

Working Papers Before

Fragmented, hard to control, and risky.

• Files across emails, desktops & systems

• Multiple version conflicts

• Missing evidence

• Slow reviews create rework and risk

Working Papers After

1 secure, structured client file for every job.

• Teams co-author spreadsheets & documents in real time

• Supporting evidence attaches directly

• Track review notes

• Maintain a perfect audit trail

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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.

Build Working Papers with Real-Time Collaboration

Upload Excel files and continue working in Office 365 without downloading documents.

Multiple team members can collaborate at once - removing the “check-out/check-in” bottleneck common in legacy DMS solutions.

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

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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

Attach Evidence Directly Inside the Paper Trail

Supporting documents such as bank statements, loan agreements, payroll reports, and invoices can be linked or uploaded to task threads.

Evidence stays permanently tied to the numbers and jobs it supports.

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Maintain Version Control Automatically

Every edit, upload, and adjustment is tracked with timestamps and full history.

Reviewers always know they are working from the latest version - reducing errors and duplication.

Workflow for centralising all verification evidence

Capture Review Notes and Adjustments in Context

Managers and partners add comments directly to the document’s thread, creating a single place for queries, explanations, and audit-ready clarity.

Emails can be automatically captured and stored against the right job or client, so no more hunting for review notes, adjustments or approvals buried in email threads.

“It all stays in one place. People know they need to look at it because it’s got their name on it.”

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

years of documents now in the cloud

client logins now required for signing

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Workflow for giving clients a secure document portal without logins

Carry Forward Context for Next Year’s Engagements

Prior-year conversations, evidence, and notes remain attached to the document history, enabling faster, more accurate year-on-year work.

All the information you need - saved in one place.

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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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Working Papersfor Accounting Firms. Without Version Risk

Working Papers Before

Working Papers After

Build Working Papers with Real-Time Collaboration

Attach Evidence Directly Inside the Paper Trail

Maintain Version Control Automatically

Capture Review Notes and Adjustments in Context

Carry Forward Context for Next Year’s Engagements

Keep Every Client File Defensible — Without Slowing Down.

Working Papers
for Accounting Firms. Without Version Risk