The #1 Document Management Integration for Digita.
Every Year-End and Tax Job Filed, Evidenced and Audit-Ready.
Make every Digita client file complete, compliant – and defensible.
Digita Runs the Compliance Work. Workiro Makes Every Client File Defensible.
Digita clients auto-synced into Workiro: No duplicate setup. Always aligned.
Emails and attachments captured to the right client record: Every piece of correspondence stored where it belongs.
Version-controlled working papers: Every edit tracked. No "which version is final?"
Queries, approvals and sign-offs in context: Threaded against the client file, not buried in an inbox.
Digita Without Workiro
Digita manages your client work. But the evidence behind it is scattered.
• Supporting documents saved in multiple places
• Email evidence buried in personal inboxes
• Version confusion when documents are updated across teams
• Signatures chased manually and filed inconsistently
Digita After
Workiro
Every Digita client file — complete, structured and defensible.
• Documents filed to the correct Digita client
• Emails captured automatically with full team visibility
• Comlplete version history on all documents
• Built-in eSign with timestamped audit certificate
See the difference
Automatic Client Sync
Digita client records created in Workiro automatically
Records stay aligned as data changes
No duplicate client setup
Working Papers + Communication Together
Store evidence alongside final outputs
Link reconciliations, computations, and schedules directly to the job
Maintain logical structure across tax and accounts
Audit Trail Built In
Track who changed what and when
Capture compliant signatures with time-stamped approval proof
Retain complete file history
Digita integration demo
Faster Reviews During Peak Cycles
Capturing email queries and clarifications automatically
Keeping comments and discussions attached to the document
Allowing real-time collaboration on working papers
Tracking task ownership and outstanding actions
Secure Document Collection - Without Endless Chasing
- Send structured document request packs
- Automatic reminders reduce manual follow-up
- Clients upload securely through a branded portal
- Documents file automatically against the correct client
Digita integration demo
Get Approvals Fast
- Send documents for eSignature directly
- Automatically store signed documents
- Track outstanding approvals firm-wide
Digita integration demo
Keep Every Client File Defensible — Without Slowing Down.
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