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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

    “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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  • 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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  • Pricing
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5 Ways to Power Up Your Team’s Productivity with Workiro

Workiro is revolutionising how people work. Our enterprise content management app offers a seamless, cloud-based experience, enabling professionals to deliver high-quality work from anywhere.

By using our integrated tools, you can fill in gaps and keep your business data centralised, eliminating the need for multiple applications with limited functionality.

Let’s take a deeper dive into the emerging power of Workiro.

‍

#1 Chrome Extension

Our Chrome extension integrates with various web applications, letting you move from a record in one system to the corresponding entry in Workiro. You can configure it to perform actions related to client records, improving your workflow.

  • Web App Integration: Easily connect with CRMs, project management, or ERP systems.
  • Map Data Instantly: Extract webpage data and map it to Workiro fields.
  • One-Click Task Creation: Highlight any text, right-click, and create tasks or reminders directly.
  • Quick Connections: Easily create connections like email addresses and contacts with a single click.

‍

#2 Microsoft Office 365 Integration

‍Workiro integrates with Office 365, allowing you to co-edit Word, PowerPoint, and Excel files in real-time.

  • Collaborate Anywhere: Cloud access ensures that all stakeholders can work together seamlessly.
  • Automatic Change Tracking: Save changes automatically with clear accountability.
  • Enhanced Document Review: Make full use of Word's 'Review' mode for detailed document management.
  • Always Up-to-Date: Real-time updates ensure everyone is working on the latest document.

‍

#3 Access Restrictions‍

Control access to your files and data with just a few clicks. Workiro’s user access management tool helps you grant or restrict permissions for individuals or departments, ensuring security without sacrificing collaboration.

  • Granular Permissions: Control access based on users, projects, or tags.
  • Secure from the Start: Set permissions when starting new projects.
  • Safe External Collaboration: Share documents with external stakeholders while maintaining privacy.

‍

#4 PDF Markup‍ Tool

Workiro’s PDF markup tool lets you fine-tune documents, making collaboration and approvals faster.

  • Clear Annotations: Highlight, add notes, or redline text for precise revisions.
  • Track Changes: Use version control to track document history.
  • Simplify Workflows: Collaborate within a single app to avoid cluttered inboxes.

‍

#5 Siri voice command

With Siri voice command on iOS 16, adding tasks to Workiro becomes a hands-free experience, perfect for multitasking or busy schedules.

  • Slash Creation Time: Use voice commands to add or update tasks effortlessly.
  • Use Siri’s Context: Siri can recognize tasks by name, date, or category, making it easy to manage tasks with just your voice.
  • Accessibility: Voice commands enhance task management for individuals with disabilities.
  • Stay in Control: Manage tasks even in dynamic environments with ease.

Want to power up your team’s productivity? Book a free demo to see Workiro in action.

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

Resources

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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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