The #1 Document Management Integration for FuseDocs
Turn Every Automated Pack Into a Complete, Audit-Ready Client File.
FuseDocs builds the pack in seconds.
Workiro makes sure the work around it is tracked and defensible.
FuseDocs Assembles the Pack. Workiro Owns the Client File.
Documents pulled straight from the client file: FuseDocs pulls the documents it needs from Workiro - no downloading, no re-uploading.
Signed pack filed to the right client: Annual financials, ASIC documents, SMSF packs and engagement letters, back in Workiro against the correct client.
Full audit trail built automatically: Every version, email, approval and signature recorded and time-stamped.
FuseDocs Without Workiro
Great automated packs. Scattered client files.
• Finished packs saved to folders or emailed out
• Emails and client queries live in personal inboxes
• Audit trail rebuilt under pressure
FuseDocs After Workiro
One source of truth - from pack to signed and filed.
• Every signed pack filed to the correct client record.
• Emails auto-captured against the client
• One governed, searchable file per client
See the difference
One Clean Client Record
Continue working in FuseDocs as usual
Send documents straight to the client file in Workiro
One client file - documents, communication and tasks together
Work Stored Against the Client
FuseDocs packs filed directly to the client
Emails and attachments auto-captured
Queries, approvals and notes kept in context
Audit Trail Built Automatically
Version control across every draft and reissue
Signature certificates attached to final packs
Complete activity history, ready for review
FuseDocs integration demo
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Partner Review and Sign-Off, Captured Automatically
Drafts shared in context: Partners review the pack and everything around it.
Comments tracked in real time: Feedback and decisions captured, not lost in email.
Partner sign-off captured: eSign approval with audit proof.
Signed version filed automatically: Stored on the client record.
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Collect Documents and Signatures Securely - Without Password Fatigue
Structured requests: Send document and signature requests with everything clearly listed.
Automatic reminders: Clients are nudged until everything is in - no manual follow-ups.
No-password secure uploads: Clients upload and sign through a branded secure link, no account to create.
Filed automatically: Every document and approval stored against the correct client.
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When the ATO, ASIC or a Reviewer Asks, You're Ready - Without Rebuilding the File
Every version retained: Financials, schedules, working papers and correspondence.
Every decision stored in context: Emails and messages captured against the client.
Every change tracked: See who changed what, and when.
Every approval provable: Client and partner sign-offs captured in context.
FuseDocs and Workiro Frequently Asked Questions:
Workiro connects to FuseDocs so client documents are stored and worked on in Workiro while FuseDocs pulls what it needs and builds the pack - annual financials, ASIC documents, SMSF packs and engagement letters - in seconds. Signed packs are filed back against the correct client with a full audit trail.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Keep Every Client File Defensible — Without Slowing Down.
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