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Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo
Accounting
Accounting Overview
Client Onboarding
Year-End Accounts
Working Papers
Annual Tax Returns
Financial Advisers
Adviser Overview
Client Discovery
Advice Approvals
Client Engagement
Insolvency
Insolvency Overview
Case Onboarding
Case Comms
Auditing
CUSTOMER STORY
“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service."
Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed
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Platform
Customer Stories
Integrations
Pricing

Solutions
Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for yours – please book a tailored demo
Accounting
Accounting Overview
Client Onboarding
Year-End Accounts
Working Papers
Annual Tax Returns
Financial Advisers
Adviser Overview
Client Discovery
Advice Approvals
Client Engagement
Insolvency
Insolvency Overview
Case Onboarding
Case Comms
Auditing
CUSTOMER STORY
“Clients have been blown away, they love the simplicity.”
How One Accounting Firm Cut Their Xero Admin Time 50%.
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Platform
Customer Stories
Integrations
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Solution
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Structured Advice Approval For Financial Advisers.
Turns Approvals Into Smooth, Predictable Workflows.

Reduce approval delays and speed up advice delivery to avoid unnecessary risk.

Advice Approvals Before

Often the biggest bottleneck in the advice lifecycle.

• Draft reports on email threads with no owner

• Compliance comments lost, duplicated, or applied incorrectly

• Multiple versions of the same suitability letter

• Delays waiting for sign-off while cases pile up

Advice Approvals After

1 structured workflow – clear, controlled and auditable.

• Drafts, comments & changes in one place

• Clear approval stages

• Single source of truth with version control

• Audit trail of reviews, decisions & sign-offs

Request A Demo

Workflow diagram showing document request via no-password secure link for client onboarding, with active threads and recent documents logged and filed against client as a single source of truth.

Upload Documents Into a Single, Shared Client File

Suitability reports, cashflow models, product comparisons, and supporting calculations are stored together – instantly visible to both the Adviser and the Paraplanner.

Everyone works from the same version from the first draft.

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

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A 98.4% Support Rating Over Last 120,367 Tickets

Free migration for eligible firms – book a demo for qualification

Workflow for AML / KYC document collection

Collaborate in Real Time With Multiple Internal & External Stakeholders

Co-author in Microsoft Office or add instant comments within the task thread, attach supporting evidence, and raise queries in context, avoiding the confusion of blended email chains.

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Workflow for centralising all verification evidence

Give Compliance Teams Full, Structured Visibility

Compliance reviewers see the full audit trail – inputs, workings, rationale, supporting evidence, and prior comments.

They give feedback in the same client file, with no duplicated documents or missing context.

“I can see everything - what’s been sent, what’s signed, and what’s outstanding. That peace of mind is huge.”

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

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Workflow for giving clients a secure document portal without logins

Know Exactly What’s Approved (and What Isn’t)

Every approval is assigned, tracked, and time-stamped – so everyone knows exactly what’s outstanding.

Automatic reminders replace manual chasing, and the full decision history is stored against the client record for compliance and audit review.

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Workflow for delivering a clean handover to internal teams

Finalise the Approved Version for Client Delivery

Once approved, the final suitability report can be marked complete, stored in the correct client record, and ready for delivery.

With the complete advice trail remaining intact for regulatory audits.

Retain a Full Evidence History for Future Advice Updates

When clients return for annual reviews or further planning, the advisory team can instantly see the previous advice, and rationale.

Reducing preparation time and strengthening suitability.

“Workiro does all the work for you. It’s fast, it’s simple, and it’s easy to use.”

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

years of documents now in the cloud

client logins now required for signing

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Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

Book a demo

“For everything in one place - documents, emails, decisions - Workiro is phenomenal. Especially in high pressure situations I couldn't do without it.”

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

Read Story

Structured Advice Approval For Financial Advisers.Turns Approvals Into Smooth, Predictable Workflows.

Advice Approvals Before

Advice Approvals After

Upload Documents Into a Single, Shared Client File

Collaborate in Real Time With Multiple Internal & External Stakeholders

Give Compliance Teams Full, Structured Visibility

Know Exactly What’s Approved (and What Isn’t)

Finalise the Approved Version for Client Delivery

Retain a Full Evidence History for Future Advice Updates

Keep Every Client File Defensible — Without Slowing Down.

Structured Advice Approval For Financial Advisers.
Turns Approvals Into Smooth, Predictable Workflows.