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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 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 is easy to use, easy to set up, and solves problems accountants have dealt with for years."

    Workiro customer

    How One Accounting Firm Halved Their Xero Admin Time – And Streamlined 200+ Emails A Day Into Workflows.

    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

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How To Remotely Collaborate with Every Stakeholder in NetSuite

In today's fast-paced business environment, remote collaboration across different departments is crucial for ensuring efficiency and achieving organisational goals.  

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CEOs are aware of this fact, with 78% of a surveyed group of 669 considering it crucial for long-term business success.  

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NetSuite, as a comprehensive cloud-based business management solution, is primed for remote collaboration, with access available from anywhere in the world.

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But, what about stakeholders beyond this ecosystem?

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Let's delve into the potential pitfalls of collaborating on NetSuite records with individuals who lack the flexibility to do so on the move, and then point you in the right direction.  

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Beyond the office...

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Among full-time employees, 12.7% engage in remote work, whereas 28.2% adopt a hybrid model.
(Forbes)

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78% of a group of 669 CEOs say remote collaboration is a must for long-term business success.
(square talk)

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Teams that communicate well at work could experience a 25% boost in productivity.
(pumble)

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Remote trust trap

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Enabling remote work hinges on trusting your team.

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When collaborating with stakeholders on a major client, it's vital to have full visibility into their remote activities and hold them accountable when necessary.  

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Otherwise, there’s a risk that things may fall through the cracks due to miscommunication.

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Chasing people for clarification or context may be slow, especially with multiple stakeholders working remotely, making it challenging to get timely responses.

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Slow employee on-boarding

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Is your HR department using SuitePeople?

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If yes, it's the main hub for employee data, especially during onboarding.

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Throughout this process, HR professionals, the new employee, and their department manager communicates, share files, and e-signs documents to complete their part of the journey.

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To avoid losing track and maintain accuracy, all activities must be logged in the employee's NetSuite record.  

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And without flexible, remote arrangements, the process can take longer due to logistical constraints, especially if certain people only have limited windows of opportunity to come into the office to sign any paperwork.

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Supply chain surprises

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Imagine you have a production team responsible for fulfilling custom orders for your clients.  

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The team relies on inventory management in NetSuite to keep track of raw materials and production schedules.  

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Now, during the production process, your team on the factory floor notices a critical issue with a specific raw material - perhaps a supplier has issued a recall, or there's a sudden shortage.

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In such a situation, the ability to instantly update customer records becomes crucial.  

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Without real-time updates between the production team and the customer service department, who don't have NetSuite access, there's a risk of fulfilling orders with outdated information.  

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This could result in delivering products that do not meet the client's expectations or, even worse, using the wrong materials that could lead to product recalls.

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NetSuite users, embrace our effortless remote collaboration!

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Wondering how to effortlessly bring everyone into the NetSuite environment for remote collaboration?

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The solution - cloud-powered NetSuite SuiteApps that offer enterprise content management.

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Our all-in-one, unlimited solution natively integrates with NetSuite, offering a range of groundbreaking business tools such as automatic email capture, unlimited cloud document storage, and instant messaging, uniquely converged in one place.

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Could this be the key missing piece for your business?

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Let's explore.

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Content changes on the go

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Workiro integrates the Office 365 for the web experience into NetSuite. This enables multiple stakeholders to edit NetSuite-centric content from any location, with all changes automatically saved and associated with customer or company records.

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Collaborate on mobile

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Workiro is built mobile first, providing stakeholders with a quick and efficient way to access NetSuite-centric activity and data, no matter where they're based.

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One globally accessible content repository in NetSuite

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We harness NetSuite's cloud power to establish a 'golden source of truth' for all business content, allowing fellow stakeholders to collaborate remotely without ever disconnecting their efforts from your ERP system.

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Unlimited, cloud-powered e-signatures

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You can generate as many NetSuite e-signatures as you need, wherever you are. All activities are automatically synced with NetSuite databases, ensuring records are consistently accurate and up-to-date.

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Reinvent your approach to remote work in NetSuite!

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Remote ready?

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Enable smooth collaboration for all stakeholders, no matter where they're based - in NetSuite.

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Book a free demo

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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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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CUSTOMER STORY

"If you’re a high-volume signer, Workiro is a no-brainer.”

Workiro customer

How One Manufacturing Company With 7,000+ Orders A Year Saw A 67% Cost Reduction in NetSuite

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