How an Accounting Practice Serving 400-600 Annual Returns Gets Paid 25% Faster with Workiro

Challenge

Cantor Carnevale manages a high volume of recurring compliance work, handling 400-600BAS and tax returns every year across a client base of over 420 businesses and individuals.

Before Workiro, document handling and client approvals created unnecessary friction.

Key challenges included:

❌ Slow, manual document preparation:
Each document had to be printed to DocuCorp, filed into Virtual Cabinet, and then published to the client - a process that took up to three minutes per document.

❌ Excessive system switching:
Multiple tools and repeated clicks were required just to get a document ready for signing or sharing.

❌ Unclear client status:
Once documents were sent for signature, there was limited visibility into who had signed, who hadn’t, and what needed chasing.

❌ Barriers for non–tech-savvy clients:
Passwords, logins, and portals often triggered support calls. As a result, e-signing was sometimes avoided entirely for these clients, reverting to slower email-based processes.

Multiplied across hundreds of returns each year, these inefficiencies had a direct impact on turnaround times, billing speed, and staff productivity.

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Solution

Cantor Carnevale implemented Workiro as a simpler, more intuitive way to prepare, send, and track client documents.

With Workiro, documents move from preparation to client signature in one continuous flow, without printing, re-filing, or switching systems.

“Before, we had more systems and more clicks just to get a document out the door.”

The result was immediate clarity for both staff and clients.

‍Key features that made the difference

⚡ Single-Step Document Sending: Documents are prepared, shared, and sent for signature directly from Workiro - eliminating printing, re-uploading, and duplicate filing.

⚡ Clear Signature Status Visibility: The team can instantly see whether a document has been sent, viewed, or signed, removing uncertainty and unnecessary follow-ups.

⚡ Client-Friendly Experience: Clients no longer struggle with passwords or logins. The simplicity of the experience means Workiro works just as well for non–tech-savvy clients as it does for digital-first ones.

⚡ Reduced Admin Overhead: Filing happens automatically as part of the process, rather than being aseparate manual task.

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The Results

Since adopting Workiro, Cantor Carnevale has seen measurable improvements across efficiency, cash flow, and client experience.

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🟢 25%+ faster payment cycles

By reducing turnaround time between document completion and client signature, the firm now gets paid at least 25% faster than before.

Faster sign-offs mean work can be billed sooner, improving cash flow without increasing workload.

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🟢 50 hours saved per year per accountant

Removing manual printing, filing, and system switching saves around 50 hours per year per accountant.

At a billable rate of $100+ per hour, this represents $5,000 or more in recovered value per accountant, every year.

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🟢 More confidence working with all clients

Because Workiro is easy to use, the team now confidently uses e-signing with all clients, including those who previously struggled with digital tools.

“It's so intuitive - we never get questions back asking how to use it.”

This consistency reduces exceptions, follow-ups, and unnecessary email exchanges.