The #1 Document Management Integration for Glide.
If Your Client File Isn't In Workiro, It Isn't Complete.
Make every Glide job complete, compliant - and defensible.
Turns Every Glide Job Into a Complete, Audit-Ready Client File.
Every document filed to the correct Glide job: Emails, approvals and signatures captured.
No more evidence buried in inboxes: Every client communication visible to those who need it.
Instant visibility across every job: See what's been sent, signed and still outstanding in seconds.
A defensible file - ready when it matters: Full audit trail built automatically. Ready for any review, query or inspection.
Glide Without Workiro
Glide tracks the job. Evidence to support it is scattered.
• Jobs marked complete but documents go missing
• Emails and approvals buried in personal inboxes
• Filing relies on whoever remembered to save it
• Audit trail built under pressure when someone asks
Glide After Workiro
Every job tracked in Glide. Every file defensible in Workiro.
• Every document auto-filed to the correct Glide job
• Client emails captured into the record
• eSignatures and approvals stored with full audit certificate
• One complete, searchable client file - ready when it matters
See the difference
1 Clean Client Record - No Duplicate Admin
Glide clients sync automatically into Workiro - 24/7
Updates in Glide reflect instantly in the client file
No duplicate records, no manual re-entry
Every Document Filed Against the Right Job
Central storage of engagement letters, working papers and correspondence
Work from within Glide: Drag documents into the correct Workiro client file without switching between apps
Emails and attachments auto-captured: no manual download and save required
Audit Trail Built Automatically
Every version, approval and signature recorded against the client record
Full activity history across the file: ready when compliance asks
One complete, searchable record: built in the background while your team works
Glide integration demo
Every Glide Job Backed by a Complete, Defensible File.
Documents tied to the right job, not scattered
Client emails captured as the job progresses
Approvals and sign-offs stored against the client
Complete file visible to the whole team
Stop Hunting for Working Papers at Review Time.
Every version tracked automatically: No more "which file is current?" at review time.
Documents, tasks and discussion in one place: Reviewers see the full picture without chasing clarification.
Classification bespoke to your firm: Files organised the way your practice works, not a generic folder structure.
Full rationale and history on demand: Answer compliance questions in minutes - not days.
When a Handover or Audit Hits - The File Is Already Complete.
Full file visible to the incoming team immediately
Every client email captured - not locked in one person's inbox
Complete document and decision timeline - who changed what, when, and why
Ready for any inspection or internal review
Glide integration demo
Workiro files every document to the correct Glide job, capturing emails, approvals and signatures as your team works in Glide as normal. Client communication stays visible instead of buried in inboxes, and a full audit trail is built automatically - ready for any review, query or inspection.
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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