Workiro launches Workflows to keep BAS andclient jobs moving between quarters

New module routes each step of a client job to the right person, includes clients in the process, and usesAI to record how every job actually ran. Available now to all customers at no extra charge.

SYDNEY, 3rd August 2026 — Workiro, the document management and workflow platform for accounting firms, today launched Workflows, a module that automates the hand-offs in multi-step client jobs such as BAS, year-end accounts and management accounts. It is available now to all Workiro customers, and the firm’s 65,000-plus platform users, at no additional charge.

For Australian practices, the quarterly BAS cycle means recurring, deadline-bound work that passes repeatedly between preparers, reviewers, partners and clients. Workflows let a firm build that process once, defining the steps, who does each one and what happens aftereach outcome. Each step then routes automatically to the right person with thedocuments attached, and loops back when a reviewer requests changes. Steps canbe assigned to roles, such as Approving Partner or Client Contact, and filledwhen the work goes live.

Three capabilities distinguishthe module. Client-facing steps, such as collecting documents and approvals,sit inside the same workflow, so clients complete their part without seeing thefirm’s internal routing. When a job closes, Wórkiro’s AI drafts a plain-Englishaccount of how it ran, including how many review passes it took and where itstalled, ready for a person to check. And where Wórkiro is connected to afirm’s other systems, including Xero and MYOB, a workflow can take its triggerfrom those systems and write its status back, so progress stays in sync withoutdouble keying.

“With BAS every quarter, a jobthat sits in the wrong inbox for a week isn’t just late. It’s the clientwondering whether you’ve got a grip,” said Dave Burke, Head of ANZ at Wórkiro.“Workflows means the next step is already with the right person before anyonehas to ask.”

“When a job closes, most toolsrecord a label: done,” said Dave Owen, President of Wórkiro. “Workflows tellsyou how it actually went, how many passes it took, where it stuck. That recordis how a firm gets better.”

Customers using the platformfor client work report material time savings. Serenity Accounting &Bookkeeping reclaimed more than 400 hours a year and roughly halved time spentchasing signatures, and Ketton Wealth cut approval turnaround from about sevendays to about an hour.

Admins and team owners canbuild workflow recipes; anyone on the team can start a workflow and completesteps assigned to them. Guides are available at help.workiro.com.

‍

‍About Workiro

Workiro brings a firm's documents, emails, tasks, approvals and eSignatures into one place, connected to the tools practices already run, including Xero, IRIS, Access PM, MYOB and Microsoft 365. More than 65,000 professionals use the platform, with over 1 billion documents filed across 25 years serving regulated firms. Workiro is SOC2 Type 2 certified and is part of GetBusy plc, a company listed on the London Stock Exchange. Learn more at workiro.com.

Media contact

Alexandra Hayter, Director of Marketing, Workiro

alexandra.hayter@workiro.com

Notes to editors

– Customer results: Workiro customer stories, workiro.com/customer-stories

– Wolters Kluwer, 2025 Future Ready Accountant report, Europe edition, available on request: 73% of firms surveyed called completing work accurately and on time a pressing challenge.

‍