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Workiro Customers

Structured Client Engagement For
Financial Advisers.
Spend Time Advising, Not Reconstructing Threads

Collect documents, requests, approvals, and client answers in 1 place – with every detail captured against the client record.

Client Engagement Before

Unstructured and reactive

• Requests scattered across email threads

• Clients send partial or incorrect documents

• Not clear what’s outstanding

• Evidence and context lost in inboxes & folders

Client Engagement After

Sructured, guided & visible

• 1 clear, guided request with defined actions

• Live visibility of what’s complete & missing

• Questions, replies and documents in 1 place

• Complete, auditable record filed to the client

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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.

Send Clients a Request Pack With Clear Instructions

Whether it is a new engagement or an annual review, Workiro lets advisers send a collection of required documents in a single, easy-to-follow request.

Clients see exactly what they need to provide, nothing more, nothing less.

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

A Workiro customer

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

Read Story

Ketton Wealth company logo.

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

Let Clients Upload Securely Without Accounts or Portals

Quit the risk of sending private documents via email. Clients simply click a secure link and upload the requested documents - no passwords, no logins, no complicated portal to navigate.

And every file is automatically stored in the right place for fast retrieval when needed.

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Workflow for centralising all verification evidence

Cut Admin With Automatic Client Reminders

If items are outstanding, Workiro sends polite reminders automatically – reducing the time spent emailing and chasing, whilst improving completion rates.

“Workiro has completely changed how confidently we work with clients – especially those less tech savvy.”

A Workiro customer

Laura Carnevale
Director & Principal, Cantor Carnevale

25%

Faster turnaround from work to pay

$5k

In annual value per accountant

Ketton Wealth company logo.

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Workflow for giving clients a secure document portal without logins

Keep All Files & Comms in 1 Place – To Answer Any Query in Seconds

Questions, clarifications and approvals happen inside the same client file — alongside the exact documents they relate to.

When a client calls chasing an update, advisers can instantly see the latest version, the latest comment, and what’s still outstanding — without digging through inboxes or shared drives.

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Workflow for delivering a clean handover to internal teams

Share Reports and Recommendations Securely

When advisers send suitability letters, performance reviews, or financial plans, Workiro delivers them securely and keeps track of what has been viewed, commented on, or approved.

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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

A Workiro customer

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

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Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

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CUSTOMER STORY

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

Workiro customer

Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

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