See Why Teams Choose Workiro Over SmartVault

Both connect to TaxCalc and Xero. The difference is depth and geography. SmartVault's wider integration library is built around US tax software (Lacerte, ProSeries, ProConnect, UltraTax, Drake), not the stack a UK practice runs. Workiro connects to the UK tools you actually use, including IRIS and Sage, and every integration is included on every plan, where SmartVault keeps tax software connections on its Accounting Pro plan and above (per SmartVault's published pricing, July 2026) - see all integrations.

No. eSignatures are native and unlimited in Workiro, on every plan, auto-filed against every client. SmartVault's eSignatures run on DocuSign and are only unlimited on its top Accounting Unlimited plan, and even then a reasonable-use policy caps each user at 300 sent envelopes a year, above which SmartVault can raise your price (per SmartVault's published terms, July 2026). With Workiro, the signature, the conversation and the document live in one time-stamped record, not spread across a signing app, a portal and a document system.

Yes, with SmartVault. Each client activates a guest account by email, sets a password and signs in, entering a 6-digit code if two-factor is on, before they can open a single document (per SmartVault's guest-user setup, July 2026). Workiro's secure client link needs no client account and no sign-in, on every plan. The client clicks the link, and everything they do is tracked against their file.

Yes, with migration and implementation support, typically under 21 days, and your old system live during the move. Medical Assurance Bureau migrated over a single weekend - started Friday, done by Sunday, no downtime.

Yes. Because your old system stays live during the move, you can switch without a gap in access - see pricing and migration details or how other firms made the move.