COMMUNICATION & TASK MANAGEMENT FOR ACCOUNTANTS
Keep everyone in sync with integrated messaging and tasks
Eliminate app switching with integrated messaging and task management that keeps all client work in context and fully audit-trailed.
Unified client communications
Task creation and tracking
Complete audit trails
Document sharing in-context
Time stamps for billing
Streamline task workflow
- Create tasks directly from emails, messages, or documents for instant context
- More effective than forwarding emails - just create a linked task instead
- Set priorities, due dates, and assignees in seconds
- Track tasks by person, client, or job
- Get notified in-app or by email when tasks are assigned or completed
Keep every client commitment with nothing falling through the cracks
Streamline team communication
- Link conversations directly to relevant files, tasks, and projects
- Include external stakeholders in discussions without security compromises
- Access past conversations instantly during client meetings
- Reduce internal emails with in-context messaging
- Share documents directly within client conversations
Eliminate lost emails and missed messages with centralised communication
Build trust with flawless accountability
- Every message and task action is automatically time-stamped
- Complete audit trails for regulatory compliance and quality control
- Demonstrate accountability with detailed task histories
- Support seamless client handovers with comprehensive records
- Provide consistent client service with complete communication visibility
Never lose sight of who did what and when with comprehensive tracking
Workiro gives accountants one place to capture, store, organise & analyse information
Explore more features ↓
What Workiro users say
"Workiro's integrated messaging and task system we've reduced internal emails by 70% and nothing falls through the cracks anymore."
Want to know more?
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