Automatic

email filing for accounting firms

Every client email and attachment filed against the right client record, automatically. No more hunting through a colleague's inbox or asking them to forward the thread.

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An email saved in an automatic email managerAttachments stored in an email manager appAutomatic email capture in Workiro

A more intelligent way to manage your emails

Ensure compliance, reduce errors, and boost efficiency through smarter email management.

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Emails that file themselves

‍

  • Client emails and attachments filed to the right client record automatically
  • Save hours each week previously spent dragging emails into folders
  • The same filing across every partner and every member of staff
  • Works inside Outlook and Gmail, alongside TaxCalc, IRIS, Xero Practice Manager and Microsoft 365 – see all integrations for regulated firms

Find any email in seconds, not hours

  • Instantly locate any customer communication, no matter who sent or received it
  • Powerful search functionality across all email content and attachments
  • Organise emails by customer, organisation, project, or task with zero effort
  • No more asking colleagues to forward emails or search their inboxes
An image depicting an email that's already been captured by Workiro
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Full visibility of all customer conversations

  • Gain a complete view of all client interactions, eliminating communication blind spots
  • Ensure everyone on your team has access to the latest client information
  • Avoid embarrassing gaps in knowledge when speaking with clients
  • Maintain a complete, auditable trail of all communications for compliance

Seamless Outlook integration: work the way you already do

‍

  • Access all features directly within Outlook – no need to switch between applications
  • Turn emails into tasks, set reminders, and delegate work without leaving your inbox
  • Enjoy a familiar interface with powerful new capabilities
  • Boost productivity without changing your existing workflow

Emails that file themselves

‍

  • Client emails and attachments filed to the right client record automatically
  • Save hours each week previously spent dragging emails into folders
  • The same filing across every partner and every member of staff
  • Works inside Outlook and Gmail, alongside TaxCalc, IRIS, Xero Practice Manager and Microsoft 365 – see all integrations for regulated firms
An image to show an email thread being set to auto-capture future communication

Find any email in seconds, not hours

  • Instantly locate any customer communication, no matter who sent or received it
  • Powerful search functionality across all email content and attachments
  • Organise emails by customer, organisation, project, or task with zero effort
  • No more asking colleagues to forward emails or search their inboxes
An image of search results in Workiro

Full visibility of all customer conversations

  • Gain a complete view of all client interactions, eliminating communication blind spots
  • Ensure everyone on your team has access to the latest client information
  • Avoid embarrassing gaps in knowledge when speaking with clients
  • Maintain a complete, auditable trail of all communications for compliance
An image depicting an email that's already been captured by Workiro

Seamless Outlook integration: work the way you already do

‍

  • Access all features directly within Outlook – no need to switch between applications
  • Turn emails into tasks, set reminders, and delegate work without leaving your inbox
  • Enjoy a familiar interface with powerful new capabilities
  • Boost productivity without changing your existing workflow
An image showing the Workiro integration in Outlook

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

"It allows us to pull data from anywhere, tie it together, make staff accountable, and feeds that data back to the customers."

Richard Totman

Director

Fenetti

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Work with documents, get any work done, and communicate in a way that truly matters.
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