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Workiro Customers

Fast Year-End Accounts for Accounting Firms.Built for Clean Reviews and Confident Sign-Off

From Trial Balance import to signed accounts, keep every file, adjustment, and approval connected – and audit-ready.

Year-End Before

Slow, fragmented, and full of review bottlenecks.

• Endless file hunting in folders & email

• Evidence stored separately from adjustments

• Version confusion & slow reviews

• Hours searching, reconciling & updating drafts

Year-End After

1 structured place for the entire accounts process.

• 1 unified and organised preparation process
(Working papers, evidence, adjustments, drafts, reviews, and approvals)

• Everything in context & searchable

• Audit-ready by default — no extra work

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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 Year-End Records With Zero Chasing

Request Trial Balances, ledgers, bank recs, stock valuations, payroll data, loan schedules and more.

Workiro automatically nudges clients for missing items, ensuring a complete records pack from day one.

“Before, if something wasn’t finished, it just sat in my head. Now I can see everything - what’s been sent, what’s signed, and what’s outstanding. That peace of mind is huge.”

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

Build Working Papers That Stay Organised

Lead schedules, reconciliations, depreciation journals, accruals, and prepayments all sit together, tied directly to supporting evidence.

Allowing you to work collaboratively in real time with clean version history.

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Workflow for AML / KYC document collection

Prepare and Share Draft Accounts Seamlessly

Upload draft accounts or generate them via your practice management system, then share with internal reviewers or clients through Workiro.

Feedback is captured in threaded conversations, ensuring nothing is missed.

Workflow for centralising all verification evidence

Capture Partner Review and Approval in Context

Partners can review, comment, and sign off directly from their mobile device using the Workiro mobile app.

All approvals and changes are tracked, timestamped, and stored automatically within the job and client records without duplication.

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

A Workiro customer

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

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

Send Final Accounts for eSign

Issue final accounts to directors for electronic signature.

Once signed, Workiro stores the approved accounts in the correct location, alongside all supporting documentation – intelligently tagged and stored for fast and easy retrieval when you need it.

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Workflow for delivering a clean handover to internal teams

Archive a Complete Audit Trail

When the job is complete, Workiro provides a clean, consolidated year-end record:

- Working papers
- Evidence links
- Drafts and finals
- Approvals
- Signatures
- Review notes

Everything future-proofed for HMRC, Companies House, audit inspectors, or next year’s team.

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

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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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