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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

    “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

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You’re using 125-year-old technology and it’s holding your business back

The “save” icon on your computer started out as an illustration, but is now almost completely abstract. Floppy discs barely made it into the 21st century before becoming extinct; a growing chunk of the workforce has spent their lives without ever seeing one. The “folder” icon has its origins in the 19th century in a technology that has, like the floppy disc, become completely obsolete - and yet, we’re still relying on the rules it set out. It’s as if we all decided that files could never be larger than 1.4MB because that’s when the rules were first set out.

Relying on folders, even virtual ones, is a habit we’re clinging to but simply doesn’t work any more, and it’s causing real damage to productivity, staff morale and customer relationships. As revealed in the study “Folders, Files & Failure” (February 2025), carried out by YouGov for Workiro, folder-based filing systems are totally unsuited to modern workflows, limiting access to the information that staff need to do their jobs.

A huge 65% of workers are forced to use systems that don’t integrate properly, meaning there’s no central view on key data. 43% are forced into making key business decisions based on inaccurate or outdated information because they don’t have access to, or can’t find, the latest documents. Over half can’t get things done because crucial information is lost in somebody else’s inbox or chat DM. Business workflows are built around the assumption that there’s a central filing system that everybody refers back to, but that hasn’t been the case since the last time baggy jeans were in style. 

The modern workforce is compelled to bounce between different platforms for sales, CRM and ERP, using different devices and online storage, and that’s literally incompatible with a central filing system based on the conventions of the 1950s. Instead, people end up using their email inbox as both filing system and to-do list, copy-paste between different systems rather than  and cobble together scratch spreadsheets to hold customer data that should already be in the tool they’re using right now.

That has a knock-on impact on work with colleagues - 53% of those surveyed saying they weren’t able to effectively collaborate with other teams in the business - and customers, with over a third of workers reporting that their workflows are so bad they’re destroying trust and credibility with their customers.

This is a problem that’s caused by, rather than solved by, folders and filing systems. Every business already has a filing system, and it’s not working - just ask 65% of your staff. The modern knowledge worker is labouring under a permanent and steadily increasing productivity tax, slogging through different systems and different tools in an attempt to find the information that should be right in front of them.  

The folder offers a seductive path to classifying and organising the data your business needs, but in the modern age it’s just another layer of busywork. The fundamental issue, as the YouGov data proves, is not locations in the filing system but the files themselves. Your business needs a single source of truth for each project, which each of your existing tools can access. 

This is exactly what Workiro provides. Rather than relying on a filing system, you instead need a modern document management system that maintains single files for each project, which can be accessed by all relevant users and tracked across the entire business. There are no sprawling folder trees, ever-extending filenames or conflicting versions accumulating in inboxes. Instead there’s one file, automatically imported and tagged from your email, which everybody can always refer to on whatever platform they’re using. 

Workiro’s direct integration with key ERM, CRM and communication tools means that everything is directly accessible without requiring yet another interface, and collaboration is seamless across both your business and external partners - you can track contract creation, editing, approval, and then out to the customer for one-click signing. Our existing customers say it’s had a transformational impact on their business. To find out what it can do for yours, contact one of our specialists today.

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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

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Insolvency

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How A Financial Planning Firm Cut Client Turnaround 90% – Making Same-Day Work Possible For The 1st Time.

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