The #1 Document Management Integration for Karbon
For Complete Client Evidence And Faster Partner Reviews.

Your team keeps working in Karbon as they do today — while Workiro quietly builds the complete client file behind your work.

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Workflow for centralising all verification evidence

Karbon tracks the tasks — but the evidence often lives somewhere else.

Karbon is excellent for managing work and assigning tasks across the team.

But when it comes time to review the job, approve the work, or answer client questions, the evidence is often buried in inboxes, folders, and scattered documents.

Workiro captures every email, document, approval and client response — structuring it against the correct Karbon client to create a complete, defensible client file automatically.

Documents captured automatically: no more hunting across folders and inboxes.

Emails stored with the client record conversations and decisions stay in context.

Clear version history: reviewers see what changed and when.

Instant review context: partners understand the full job in seconds.

“Workiro does all the work for you. It's fast, it's simple, and it's easy to use.”

A Workiro customer

Susan Rickerby
Director At Lloydbottoms Chartered Accountants

15 years

Of documents migrated to the cloud.

1

Unified system. replacing DMS and client portal.

Ketton Wealth company logo.

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Karbon Without Workiro

Great planning. Scattered client evidence.

• Documents saved across shared drives

• Reviewers chasing the latest version

• Audit trails rebuilt after the fact

Karbon After Workiro

Planning backed by a complete client file.

• Every task supported by documentation

• Emails and attachments filed automatically

• One structured client file per engagement

• Faster partner review and sign-off

• A defensible audit trail from day one

See the difference

Workflow for giving clients a secure document portal without logins

Review Work With the Full Story in View

Automatic version history: see exactly what changed and when.

Approvals captured in context: decisions stored with the work.

Client signatures in 1 place: no exporting or chasing PDFs.

Defensible timeline: every change tracked across the client file.

Move Documents and Emails Out of the Inbox

Emails captured: with attachments filed to the correct client.

Workpapers stored centrally: approvals and supporting evidence kept together.

Tasks, threads & files linked: everything connected to the job.

Complete history: no searching inboxes during reviews.

Keep Client Records Perfectly Aligned

24/7 client sync: Karbon contacts, organisations and groups always stay aligned.

Instant client connections: Workiro client records auto-created.

Consistent client data: planning, delivery & files always match.

No duplicate setup: eliminate manual client creation.

Karbon integration demo

Workflow for centralising all verification evidence

Turn Client Emails Into Structured Client Files

Karbon workflows often start in email.

When attachments stay in inboxes, client documentation becomes fragmented.

Workiro captures emails, documents and working papers directly into the structured client file — removing reliance on individual inboxes.

“I know instantly what’s been sent, what’s been signed, and what’s still waiting. I don’t have to chase anymore.”

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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Workflow for delivering a clean handover to internal teams

Speed Up Partner Reviews With Full Version History

Reviewers need to understand how a file evolved, not just see the final draft.
‍
When version history lives across inboxes and drives, reviews slow down and rework increases. Workiro maintains a complete version timeline, so managers can instantly see what changed, who changed it, and when.

Workflow for delivering a clean handover to internal teams

Make Every Client Engagement Easy to Defend – Without Rebuilding The File.

In regulated environments, firms must evidence the decisions behind the work.
‍
Missing drafts, approvals or conversations can create compliance exposure.

Workiro preserves emails, documents, versions and approvals together — creating a complete, defensible client record from day one.

Karbon integration demo

Karbon and Workiro Frequently Asked Questions:

Yes. Your team keeps working in Karbon as they do today, while Workiro quietly builds the complete client file behind the work — every email, document, approval and client response structured against the correct Karbon client.

Karbon is excellent at managing work and assigning tasks. But when it's time to review the job, approve the work or answer client questions, the evidence is often buried in inboxes, folders and scattered documents. Workiro captures that evidence automatically, so every task is supported by documentation.

Yes — instant review context means partners understand the full job in seconds. Automatic version history shows exactly what changed and when, and reviewers stop chasing the latest version. The result is faster partner review and sign-off with a defensible audit trail from day one.

Yes — emails and attachments are filed automatically with the client record via the Outlook integration, so conversations and decisions stay in context, in one structured client file per engagement.

ISO 27001 certified, SOC 2 compliant and GDPR compliant (Trust Centre). Switching typically takes under 21 days with your old system live throughout — Lloydbottoms replaced their DMS and client portal with one system this way.

Your team keeps working in Karbon while Workiro captures every email, document, approval and client response and structures it against the correct Karbon client. Version history stays clear, so partners get the full review context in seconds and the client file is defensible automatically.

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.

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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CUSTOMER STORY

"Especially in high pressure situations, I couldn't do without it.”

Workiro customer

How An Insolvency Practice Went Paperless In Less Than 1 Month – Reducing Risk, With 20 Days Back Annually.

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