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Integrated

Unlimited Instant Messaging

Integrate unlimited, secure communication directly where your team works and where your business information lives. No more switching between apps or losing context – experience the power of instant messaging.

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One place for your work communication

Explore just four reasons to start using our next-gen app for instant chat.

An image depicting the communication that happens in multiple siloed apps verses the communication in unified business instant messaging solutions
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Centralised communication with external collaboration

  • Unify all client, partner, and internal communications along side all your vital business information
  • Seamlessly include external stakeholders in project discussions without compromising security
  • Maintain a complete audit trail of all communications for each client, project, task or file.
  • Instantly retrieve past conversations to provide context in client meetings or audits

Integrated task management and real-time project communication

  • Create and assign tasks directly within client or project chats for immediate action
  • Resolve client queries and project bottlenecks in real-time, improving service delivery
  • Keep complex, multi-stakeholder projects on track with instant updates and notifications
  • Enhance accountability and track project progress with integrated communication and task management
A task in Workiro with cloud based instant messaging and documents alongside
An image depicting secure end to end instant messaging at work

Chat, collaborate, and track changes

  • Link conversations directly to relevant financial documents, contracts, or reports for instant context
  • Collaborate on sensitive documents in real-time, reducing revision cycles and speeding up approvals
  • Maintain a clear, chronological record of all document-related discussions for compliance and auditing
  • Quickly access and share the latest version of any document during client calls or team meetings

Secure critical correspondence and ease compliance burdens

  • Protect sensitive client information with bank-grade, end-to-end encryption
  • Ensure compliance with industry regulations through comprehensive access controls and audit logs
  • Securely manage client communications and document sharing in one compliant platform

Centralised communication with external collaboration

  • Unify all client, partner, and internal communications along side all your vital business information
  • Seamlessly include external stakeholders in project discussions without compromising security
  • Maintain a complete audit trail of all communications for each client, project, task or file.
  • Instantly retrieve past conversations to provide context in client meetings or audits
An image depicting the communication that happens in multiple siloed apps verses the communication in unified business instant messaging solutions

Integrated task management and real-time project communication

  • Create and assign tasks directly within client or project chats for immediate action
  • Resolve client queries and project bottlenecks in real-time, improving service delivery
  • Keep complex, multi-stakeholder projects on track with instant updates and notifications
  • Enhance accountability and track project progress with integrated communication and task management
A task being set for someone in Workiro

Chat, collaborate, and track changes

  • Link conversations directly to relevant financial documents, contracts, or reports for instant context
  • Collaborate on sensitive documents in real-time, reducing revision cycles and speeding up approvals
  • Maintain a clear, chronological record of all document-related discussions for compliance and auditing
  • Quickly access and share the latest version of any document during client calls or team meetings
A task in Workiro with cloud based instant messaging and documents alongside

Secure critical correspondence and ease compliance burdens

  • Protect sensitive client information with bank-grade, end-to-end encryption
  • Ensure compliance with industry regulations through comprehensive access controls and audit logs
  • Securely manage client communications and document sharing in one compliant platform
An image depicting secure end to end instant messaging at work

All Your Business Solutions Under One Platform

Smart document management

A modern, cloud-based solution for total document management. Capture, store and share valuable information in multiple file formats

Seamless integration

Unify business information across the world’s leading platforms, including NetSuite*, Microsoft 365**, Outlook and specialist ERP software.

Painless approvals

Request, track and store approvals including Electronic Signatures. Automatically file signed Contracts, Heads of Agreement, Letters and Instructions, and directly link them to applicable documentation

Customer-centric views

Remove the limitations of inflexible, out-dated folder-based systems. Tag and organise valuable information and allocate tasks with a focus on clients, their projects and their objectives.

Secure correspondence

Capture pertinent emails and attachments automatically and append them to specific live projects. Use Workiro’s secure, in-app chat function to collaborate with and update in-house and external stakeholders.

Unlimited capacity

Enjoy uncapped, secure cloud storage for documents. Request and store any number of electronic signatures.

What Workiro users say

"Workiro helps us track and manage our communication with clients."

Phillip

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