PracticeERP, the award-winning, all-in-one CPA management software provider, has joined forces with Workiro, a specialist in cloud-based document management and client collaboration, to create a market-leading tech stack for accountancy practices. The partnership provides best-in-class practice management solutions which eliminate the tech fatigue faced by accounting firms.

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PracticeERP: One platform, Everything a CPA Firm Needs

With over 20 years of ERP experience behind them, PracticeERP was developed by Oracle NetSuite Partner goVirtualOffice. The team set out to build the ultimate back-office solution for CPA firms grappling with too many spreadsheets, manual processes, and disparate systems. Today, PracticeERP replaces multiple legacy systems with a unified platform, covering CRM, time tracking, billing, workflow, general ledger, and full financials.With advanced AI capabilities like automated reporting and intelligent forecasting, PracticeERP helps your team work smarter, not harder, by eliminating busy work and boosting efficiency.

“PracticeERP replaces the patchwork of tools most firms are stuck with. When departments are working in silos, dual entry, poor reporting, and inefficiencies are inevitable,” explains Dirk Shimpach, CPA, Co-Founder and CEO at PracticeERP. “By bringing everything into one single source of truth, we align teams, reduce duplicate work, and enable instant, accurate reporting.”

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Shared Vision, Strategic Partnership

As PracticeERP gained traction, the team was committed to ensuring it continued to evolve as a best-in-class solution. While the platform fulfilled its mission to provide a complete suite of accounting firm-focused functionality in the cloud, one thing was missing. The team needed to offer built-in document management and client collaboration tools to elevate the system to the next level. 

Rather than stretch PracticeERP into new territory, the team opted to partner with a specialist. Enter Workiro - a cloud-based tool that consolidates document management, task tracking, email capture, electronic signatures, and real-time collaboration. 

“We focus on going deep in practice management,” says Dirk. “Workiro does the same with client collaboration and document handling. Pairing the two creates a best-of-breed approach, and it’s paying off.”

Together, the two platforms offer a depth of capability rarely seen in traditional all-in-one systems. “Some practice management tools bolt on basic document tools, but don’t go anywhere near as deep as Workiro. This isn’t just another checkbox feature: It’s leading-edge tech.”

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A Seamless, Integrated System 

“Firms can access documents, client conversations, tasks, and send engagement letters or e-signature requests, all without ever leaving PracticeERP,” Dirk explains. “That level of integration is game-changing for productivity and client service.”

With full Office 365 integration, real-time version control, and secure collaboration, Workiro fills the gap between firm and client. The technology isn’t just for show; it’s an invaluable tool for managing the complexities of financial compliance, audits, and ever-changing governmental regulations.  “Accountants can work on a tax return, realise a document is missing, and send a request in one click. When the document is returned, it flows directly into the project record, and is readily available for auditing too. It’s that easy.”

David Owen, President at Workiro, adds, "Working in partnership with Practice ERP isn’t just a smart integration. It’s a meaningful shift in how accounting firms can work. For too long, the industry has been forced to compromise: monolithic, outdated systems on one side, or fragmented stacks that never quite connect as promised on the other. What we’ve built together is powerful, seamless and genuinely fit for purpose.

At Workiro, we bring over 25 years of experience in document management, collaboration and compliance in the Accountancy sector. That heritage means we don’t just understand the problem. We’ve lived it, evolved with it and built a future-proof platform to solve it properly. This partnership brings that depth to life in a new context, aligning perfectly with our vision to redefine workplace productivity and help people do exceptional work with less effort. We’re proud to be shaping the future of connected, intelligent practice management with Practice ERP and intelligent work management with Workiro, both now and in the years ahead."

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Supporting Growth at Scale

CPA firms across the U.S. are already reaping the benefits of the joint solution. “One client in Utah told us they’ve gone fully paperless thanks to Workiro and PracticeERP,” Dirk shares. “He even sent us a photo of his clutter-free desk after tax season! Another firm shared that with PracticeERP and Workiro, they’re scaling five times faster than before, all without increasing their administrative overhead.”

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Market-driven Innovation

Beyond technology, there’s a shared philosophy between the two companies. “We’re not just vendors, We are collaborators,” says Dirk. “We meet regularly, share ideas, and listen to what our clients are asking for.”

That client feedback feeds directly into the roadmap. PracticeERP’s CPA360 user group meets regularly to share best practices and provide input on future features. “We treat our clients as partners, and Workiro does the same. The product development team at Workiro is agile, creative, and keen to evolve the product to meet market needs. It’s rare - and it’s powerful.”

AI is also on the horizon. “We are building towards an AI-enabled future. We envisage that it will add an extra layer of functionality, making it even faster and easier for customers to find and analyse information.”

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A Partnership That Delivers

“We’ve strengthened our position in the marketplace by partnering with Workiro,” Dirk says. “We now offer the most robust practice management system on the market, with the leading document and client portal experience baked in.”

The partnership has already earned recognition, with PracticeERP recently named Workiro’s Partner of the Year.

“Workiro are more than a vendor, they’re good people. They care about the client as much as we do, and that’s why this works.”