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  • Solutions
    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 document management overview in Workiro for regulated accounting firms

    Accounting Overview

    Accounting client onboarding documents and workflows managed in Workiro

    Client Onboarding

    Year-end accounting documents securely managed in Workiro

    Year-End Accounts

    Accounting working papers and compliance documents managed in Workiro

    Working Papers

    Accounting tax return documents stored securely in Workiro

    Annual Tax Returns

    Financial Advisers

    Financial adviser document and client overview in Workiro platform

    Adviser Overview

    Financial adviser client discovery documents managed securely in Workiro

    Client Discovery

    Financial advice proposal documents created and shared in Workiro

    Advice Approvals

    Financial adviser client engagement and document workflows in Workiro

    Client Engagement

    Insolvency

    Insolvency document management overview in Workiro for regulated firms

    Insolvency Overview

    Insolvency case onboarding documents and workflows in Workiro

    Case Onboarding

    Insolvency creditor communication documents managed in Workiro

    Case Comms

    Insolvency audit documents and compliance workflows in Workiro

    Auditing

    CUSTOMER STORY

    “Workiro has completely changed how confidently we work with clients.”

    Workiro customer

    How an Accounting Practice Serving 400-600 Annual Returns Gets Paid 25% Faster with Workiro

    Read Story

  • 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.”

    A workiro customer

    How One Accounting Firm Cut Their Xero Admin Time 50%.
    Read Story

  • Platform
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How To Protect Your Data Outside of NetSuite

Securing NetSuite data is crucial, especially with compliance requirements in focus - a single oversight could have significant consequences!

Rather than delving into another detailed lecture about GDPR or CCPA, let's explore a straightforward method for your business to gain precise control over shared data with external stakeholders who may not be working inside the NetSuite ecosystem.  

So, what’s the biggest problem Workiro overcomes?

The fact many businesses secure data outside of NetSuite by folder or document type, which introduces numerous bottlenecks when it comes to delivering projects securely and on time.

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Data disaster...

94% of companies hit by catastrophic data loss face the grim reality of non-survival.
(University of Texas)

In just one year, close to 1 billion emails fell victim to cyber-attacks.
(AAG)

Cyber-crime is poised to skyrocket, with a projected cost of $10.5 trillion by 2025.
(2022 Official Cyber-Crime Report)

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Navigating your digital haystack

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Tracking who accessed a specific document can be a real challenge.

It's akin to searching for a needle in a haystack – it lacks detailed information on who opened, edited, or deleted a file because it mainly focuses on managing broad categories.

Without a more detailed approach, it's similar to having a library where you know which section a book is in, but you're in the dark about who borrowed or read it.  

This lack of granularity makes detailed auditing very difficult!

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Lost in the email abyss

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While you could send targeted email links to the relevant stakeholders with the folders or documents they need, this approach disconnects any communication from the customer record.

And freely sharing these will create a new concern – critical data traversing multiple email chains and ending up in various document storage solutions.  

The more locations your data resides, the greater the vulnerability to potential cyber-attacks.

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Balancing trust & data

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Once documents or folders are sent outside your business, you can't oversee them.  

This now relies heavily on external stakeholders to secure sensitive data containing details about your business activity – information you wouldn't want to unintentionally reach competitors.

Additionally, certain access may need to be revoked or reinstated, but a folder or document, once in someone's possession, remains there unless manually removed.  

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Data security reinvented!

Use our versatile access control feature that integrates into NetSuite, offering complete control over who sees what data and when from inside your system.  

No more email sharing, no more compliance issues, and no more fears of data circulating outside of your NetSuite ecosystem, falling into the wrong hands.

Here's a much deeper dive.  

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Say goodbye to folder & document constraints!

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Configure access based on individuals, projects, tags, and threads, offering unparalleled flexibility in sharing information - access can be granted or removed with the click of a button!

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Transparent stakeholder data access tracking

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Systematically log stakeholder data access, allowing easy monitoring of activities in potential legal disputes within projects.

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Set permissions at project kick-off

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Establish permissions promptly at the commencement of a new project, guaranteeing that the appropriate team members are granted access right from the outset.

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Instant & secure content sharing

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Facilitate instantaneous content sharing among designated team members, fostering a culture of prompt and securely fortified collaboration.

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Boost NetSuite's performance with a spectrum of power-up features!

Securing your business data outside of NetSuite is but a scratch on the surface for Workiro!

Our enterprise content management system is built for NetSuite, and is packed with a multitude of groundbreaking productivity tools.  

‍Book a free demo

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

Book a demo

A short overview video of Workiro

“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

Read Story

Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

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Workiro Logo - Virtual Cabinet 2.0

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CUSTOMER STORY

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

Workiro customer

Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

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Industry-leading data security, for total peace of mind

We are a listed public company; currently protecting data for many of the world’s biggest professional brands.

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