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    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

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    Client Engagement

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The Benefits of Unlimited File Sharing

Any business owner will tell you that running a successful business is no walk in the park and you’ll have to master the act of spinning multiple plates simultaneously. However, one of the most important plates to avoid smashing is your file security.

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Whether you are sharing an important document with an external party or sending files to other members of your team – it’s vital that sensitive documents remain secure to avoid putting your business or clients at risk – but that’s where unlimited file sharing and storage comes in.

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In addition to improving security, it’s a great time-saving feature to use for improved productivity levels. Not only does it keep all your documents in one place, so you don’t have to search through hundreds of files, but it helps to avoid the annoyance of lost or misplaced files, which is not only infuriating, but it also affects productivity levels (costing you money!).

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So, whether you’re looking to improve security, increase output or streamline all of your daily processes – you’ll want to know these three main benefits of unlimited file sharing and storage.

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The Impact of Losing Business Documents

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There are several different causes of data loss. Whether it’s due to software failure, human error or hard drive crashes – the loss of documents can have a huge impact on a business, causing:

• A loss of revenue
• Legal issues
• Lost time and resource
• Damaged client relationships
• Reduced employee motivation

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In fact, a staggering 60% of companies which suffer from a loss of data close down within six months, and 72% close within 24 months – so you could say keeping your data secure is pretty important!

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Encrypted Data for Increased Security

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One of the main benefits of unlimited file storage and sharing is the increased security and peace of mind that your documents are protected.

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Our Workiro file sharing feature, which is also available as part of our NetSuite integration, meets the highest security measures, with data encryption as standard to ensure sensitive data can’t be lost or stolen. This allows you to securely send highly sensitive files to colleagues and clients online and gives you a chance to brag about your business being GDPR compliant.

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Additionally, you can control access to sensitive files, so you reduce the risk of files and documents falling into the wrong hands. Reports have shown that 33% of folders used by a company are open to all employees, with 64% of people having access to sensitive files. This means that on average, employees can access up to 11 million files, which isn’t ideal.

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Not only does it increase the risk of files being deleted or changed due to human error, but it also increases the likelihood of malware attacks, especially with more employees working from home on unsecured networks.

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Improved Productivity and Organisation

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Productive employees are the building blocks of a successful business, but something as simple as document collaboration and file sharing could cause productivity levels to nosedive. Don’t just take our word for it - studies have revealed that 83% of workers lose time due to issues with documents every single day, accounting for 21.3% of overall productivity loss.

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From versioning issues, to taking time to locate documents hidden within folders – it can have a huge impact on overall productivity. In fact, 29% of workers said that they found it so frustrating that they stopped working all together!

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However, another huge benefit of an effective file transfer and storage system is that it can decrease these feelings of frustration among your employees and improve both productivity and organisation, creating more streamlined processes.

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Not only does it provide a quick, easy method of sharing and filing presentations, documents and images, but it also eliminates multiple file versions – reducing the amount of time wasted by working on the incorrect document (we’ve all been there…).

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In addition to improving productivity, unlimited size file sharing can help to streamline processes with your clients by allowing you to link any file to a task before sharing them. Not only does this simplify the process of sending files, but Workiro automatically follows up the request, leaving you to get on with the rest of your to-do list.

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Convenient App and Device Integrations

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Just when you thought Workiro couldn’t get any better, we also offer convenient App and device integrations, further enhancing our file sharing and storage feature.

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One of our most popular is integrating Outlook with NetSuite, which allows you to import and store file attachments and email chains at the touch of a button, so that:

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• Everything can be found in one place
• Important actions aren’t overlooked in long email chains
• Time isn’t wasted searching for attachments and information

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Additionally, our NetSuite integration provides drag and drop filing, custom branding and unlimited eSignature for business, simplifying all of your admin processes in one central location.

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As if all of that wasn’t enough – Workiro also offers desktop applications for PC and Mac, as well as mobile apps for both IOS and Android, meaning you can securely access all of your files and conversations whenever and wherever you are.

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So, if you’re looking for a secure and efficient file sharing and storage solution, get in touch with the Workiro team today. Find out how Workiro will benefit your team and increase your business’s productivity by signing up for a short demo.

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“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

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Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

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