EMAIL MANAGEMENT FOR ACCOUNTANTS
Stop drowning in client emails. Start auto-filing.
Turn your biggest admin headache into your competitive advantage. File client emails instantly, maintain compliance, and reclaim hours of billable time.
File unlimited client emails
Access client data securely anywhere
Full functionality across all devices
Enterprise-grade security built in
Seamless integration with your tools
Automatic filing = Zero manual effort
- 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.
Reclaim 10% of your billable time lost to email admin
Full visibility for better client relationships
- See every client interaction in one place - never miss critical information
- Know who contacted the client, when, and about what
- Control document access with customisable cabinet permissions
- Organise by client, group or engagement type
- Complete audit trail of all client communications
Never say "I'll get back to you" again - find any email instantly
Work smarter, not harder in Outlook
- Workiro works right inside your familiar Outlook environment
- File emails against clients, companies and projects without switching apps
- Convert emails to tasks instantly - no forwarding required
- Stay in flow while maintaining perfect organization
Create tasks with automatic email links - delegate work in seconds
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 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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