Workiro launches Workflows to keep client jobs moving through the first MTD quarterly deadline

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.

Cambridge, 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 VAT returns, 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.

The launch comes ahead of 7 August, when the first quarterly update under Making Tax Digital for Income Tax falls due, turning an annual records cycle into four and multiplying the points at which client work changes hands.

Workflows lets a firm build a repeatable process once: the steps, who does each one, and what happens after each outcome. Each step then routes automatically to the right person with the documents attached, and loops back when a reviewer requests changes. Steps can be assigned to roles, such as Approving Partner or Client Contact, and filled when the work goes live.

Three capabilities distinguish the module. Client-facing steps, such as collecting documents or approvals, sit inside the same workflow, so external parties complete their part without seeing the firm’s internal routing. When a job closes, Workiro’s AI drafts a plain-English account of how it ran, including how many review passes it took and where it stalled, ready for a person to check. And where Workiro is connected to a firm’s other systems, a workflow can take its trigger from those systems and write its status back, so progress stays in sync without double keying.

The pressure the module addresses is well documented. In the 2025 Future Ready Accountant report, 73%of European firms called completing work accurately and on time a pressing challenge, and 48% said they are turning to workflow automation in response.

“Jobs rarely go wrong on the technical work. They go wrong at the hand-off, when a step sits with the wrong person and the client hears silence,” said Dave Owen, President of Workiro.

“Workflows moves each step to the right person automatically. And when the job closes, it tells you how it actually went, not just that it finished. That record is how a firm gets better.”

Customers using the platform for client work report material time savings. Serenity Accounting & Bookkeeping reclaimed more than 400 hours a year and roughly halved time spent chasing signatures. “I don’t have to chase any more,” said director Ben Symons. Ketton Wealth cut approval turnaround from about seven days to about an hour.

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

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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, TaxCalc, CCH andMicrosoft 365. More than 65,000 professionals use the platform, with over 1 billion documents filed across 25 years serving regulated firms. Workiro is SOC 2 Type2 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 Industry, Workiro

Alexandra.hayter@workiro.com

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Notes to editors

– Wolters Kluwer, 2025 FutureReady Accountant report, Europe edition (2,768 tax and accounting professionals, fielded April to May 2025):wolterskluwer.com/en/expert-insights/accounting-firm-challenges

– First Making Tax Digital forIncome Tax quarterly update (quarter 6 April to 5 July 2026) due 7 August 2026:HMRC (gov.uk); ICAEW TAX guide 01/25.

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

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