File emails automatically for a stress-free inbox
Reclaim wasted time spent searching for & organising your client emails
Never lose client emails, always have critical information at hand, and stay on top of relationships.
Unlimited usage
Cloud-powered
Desktop & mobile app
Every capability included as standard
One simple pricing plan
Client email filing done for you
- Client emails are automatically filed in one place and made instantly accessible to your team.
- Attachments are automatically filed too. Say goodbye to lost or overlooked client documents!
- Adopt consistent filing rules practice wide.
- Access the most recent client email or entire conversations in a single thread.
Instant visibility for all client emails
- Keep every client email in sight – never locked in someone else’s inbox.
- See who contacted clients most recently, when, and what was discussed.
- Control who can view filed emails.
- Group emails by client, organisation or tasks.
Tame your inbox tornado in Outlook
- Automatically file & manage your client emails without leaving your inbox.
- Turn emails into tasks – no need to forward emails or attachments to get started.
Workiro gives accountants one place to capture, store, organise & analyse information
Explore more features ↓
What Workiro users say
"This tool has truly been a lifesaver! I can't express enough how much it's improved not just my work life, but my family life as well. I'm no longer scrambling through emails late into the night, sacrificing precious family time."
Want to know more?
Book a demo at a time to suit you or subscribe for updates!
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Book a Discovery Call
Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.
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