Trusted By 65,000 Professionals

Workiro Customers

Case Onboarding For
Insolvency Practitioners.
Built for Structured Casework In 1 Clear, Defensible Place.

From appointment to audit, keep every document, deadline, and decision fully traceable.

Onboarding Before

A complex avalanche of info from beginning to end.

• Director info incomplete, late and scattered between systems

• Statutory tasks & dates across systems

• IPS outputs & evidence in different places

• Decisions, notes & approvals with no audit trail

Onboarding After

1 governed case workspace – inspection-ready by default.

• 1 place to gather director info & case docs

• Statutory tasks & deadlines in 1 workflow

• IPS outputs alongside supporting evidence

• Decisions, notes & approvals in context

• Full audit trail & fast search across the file

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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.

Create a Secure Case File at Appointment

Start the case with a single digital hub containing directors, accountants, creditors, internal staff, and all case documents.

Everyone works from the same source of truth, ensuring early decisions and deadlines are aligned.

“Everything is where it should be. Nothing gets lost. The whole story is there.”

A Workiro customer

Rachel Fowler
Owner, Rachel Fowler Advisory

20 days

Saved annually in admin

100%

Case files now paperless

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

Securely Collect Director Information

Request asset registers, bank statements, creditor lists, accounting records, and financial statements through structured document packs.

Directors upload files securely with no login required; Workiro organises everything automatically into the correct case workspaces.

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Workflow for centralising all verification evidence

Capture IPS Documents and Link Them Automatically

IPS produces large amounts of statutory paperwork.

Workiro stores each output against the right case eliminating the chaos of SharePoint folders, giving teams a complete document timeline.

“The tagging made the biggest difference. Filing is quicker, and finding things later is far easier - you’re not relying on how someone happened to name a file.”

A Workiro customer

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

15

years of documents now in the cloud

0

client logins now required for signing

Ketton Wealth company logo.

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Workflow for giving clients a secure document portal without logins

Complete Compliance & Conflict Checks with Full Traceability

AML checks, conflict searches, risk assessments, and internal reviews all live within threaded conversations.

Each action is timestamped and recorded, ensuring regulatory inspections are smooth and stress-free.

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Workflow for delivering a clean handover to internal teams

Manage Statutory Deadlines with Assigned Tasks

Notices, progress reports, dividends, VAT returns, R&P schedules - every obligation becomes a trackable Workiro task with an owner, due date, and automatic reminders.

No more deadline spreadsheets or missed obligations.

Workflow for centralising all verification evidence

Maintain a Complete Case Audit History

From appointment to closure, Workiro preserves every document version, comment, signature, and decision.

When auditors request evidence, everything they need is already structured and ready.

“If someone asks something in an email, it’s already where it needs to be. I’m not filing it again somewhere else.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Ketton Wealth company logo.

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Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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A short overview video of Workiro

“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

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CUSTOMER STORY

“Workiro is easy to use, easy to set up, and solves problems accountants have dealt with for years."

Workiro customer

How One Accounting Firm Halved Their Xero Admin Time – And Streamlined 200+ Emails A Day Into Workflows.

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