DOCUMENT MANAGEMENT FOR ACCOUNTANTS
One complete client file, intelligently connected
Break free from the limitations of traditional folders with a complete client file system that organises documents the way you actually work.
Unlimited document storage
Seamless tech stack integration
Works on desktop, mobile & web
AI-powered filing
Enterprise-grade security
The complete client file, reimagined
- All client documents, emails, communications and aggrements in one intelligent hub
- Documents automatically link to clients, entities, and engagements
- Full content search finds text within any document
- Filter by custom tags, document type, author, or date
- No more endless folder hierarchies or duplicate files
Access every client document, email, and file from a single, comprehensive view
Collaborate securely with complete control
- Version control prevents simultaneous edits and conflicts
- Built-in e-signing, PDF markup, and document annotation
- Real-time messaging and task management within documents
- Secure file sharing with customisable access permissions
- Automatic audit trails track all document activity
Everything you need for secure document collaboration in one platform
Connected to your entire practice
- Integrates directly into IRIS, CCH, Xero, and other practice management tools
- Access documents from within your familiar applications
- Single source of truth across departments and teams
- Seamless integration with Microsoft 365 and other platforms
Create a unified workspace that connects everything and everyone
Workiro gives accountants one place to capture, store, organise & analyse information
Explore more features ↓
What Workiro users say
“The fact that every action is automatically documented in one place gives us an immense sense of reassurance. It allows us to focus on our work without any doubts that we can always find historical information when its needed.”
Want to know more?
Book a demo at a time to suit you or subscribe for updates!
%5B13%5D.png){kind=logo}
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.
Stay up to date
