For over 30 years, Informed Choice - an award-winning firm of independent Chartered Financial Planners - has been supporting its clients with solid and reliable financial advice.
Established almost 50 years ago, Medical Assurance Bureau started life as an independent financial advisory firm specifically for those in the medical profession. When Andy Holland took on the role of Managing Director in 2012, one of his key priorities was ensuring that the firm evolved from largely paper-based systems, into the digital age.
Driven by a desire to digitise the business, and a need to comply with statutory requirements, RWC Corporate Benefits Ltd opted to use Virtual Cabinet for document storage - and has recently moved all files over to Workiro, a cloud-based alternative.
Prosperia is not your average start-up accountancy firm. The business has an impressive client portfolio and a drive to deliver a professional, personal service. It was this commitment to service that led the business to invest in Workiro’s document management capabilities.
Award-winning top 40 accountancy firm Larking Gowen has high standards. As part of its commitment to delivering best-in-class service to its clients, the company turned to Workiro to add new functionality to its existing digital document management processes. The result is a streamlined workflow, faster turnaround, and better collaboration.
Socitm Advisory share how Workiro has helped them to speed up processes more than twice over!
Let’s take a look at how Fenetti used Workiro to manage documents, real-time communication, tasks and signatures all from within NetSuite.
Discover how GetBusy use Workiro with NetSuite to maintain robust processes and provide the strongest possible control environment for everyday work.
