E-SIGNING & SECURE FILE SHARING FOR ACCOUNTANTS
Take manual signing and file sharing out of tax season
Automate document signing and secure file exchange to meet filing deadlines with less stress and manual follow-up.
Trusted with 4 million+ documents signed
Unlimited signatures - no volume caps
Secure cloud access from anywhere
Works on desktop, mobile & web
Bank-grade security and compliance
Streamline engagement workflows
- Use signature templates for engagement letters, tax returns, and financial statements
- Monitor signing progress and document status in real-time
- Complete audit trail for every document interaction
- Automatic reminders reduce client chasing
Cut document turnaround time by 80% with automated workflows
Enhance client service delivery
- Documents automatically filed to correct client records
- Clients sign from any device - no account needed
- Apply multiple signatures with a single action
- Secure portal for sensitive document exchange
96% of clients prefer digital signing to paper-based processes
Meet compliance requirements effortlessly
- Satisfy regulatory requirements for document retention
- Encrypted transfers protect client confidentiality
- Professional, branded client communications
- Verifiable audit trails for compliance reporting
Sleep better knowing every document is tracked, stored, and compliant
Workiro gives accountants one place to capture, store, organise & analyse information
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What Workiro users say
"We've received numerous messages from clients expressing how seamless our e-signature process has become. It's incredibly rewarding to know that our dedication to exceptional client service is truly making a difference and setting us apart."
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