The #1 Document Management Software for Kloud Connect.
Makes Sure Every KC File Is Complete And Defensible.
When the ATO triggers a review – make sure everything is traceable.
With local Australian expert integration support.
Be Ready When the ATO Asks Questions – Make Every Client File In KC Audit-Ready.
Automatic Filing: Emails and documents linked to the correct client instantly.
Approval Proof: Every sign-off captured, time-stamped, and searchable.
Version Control: Full history preserved — no overwritten or missing files.
Instant Evidence: Retrieve full client trails in minutes, not hours.
Automatic Client Sync
24/7 client records sync from Kloud Connect into Workiro.
Workiro files stay aligned automatically as client data changes
Open the File in One Click
1 click from Kloud Connect opens the matching Workiro client file
No searching. No duplicate client folders.
Audit Trail Built In
Emails captured automatically (including attachments)
Version control keeps full history — nothing overwritten or lost
Approval proof stored with e-signature certificates
Activity history time-stamped and searchable for ATO defence
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Kloud Connect Without Workiro
Incomplete, non-defensible client files.
• Rebuilding client files before reviews
• Searching Outlook for approval proof
• Switching between Kloud, inbox, and drives
• Fragmented compliance evidence
• No audit trail you can rely on
Kloud Connect After Workiro
One source of truth for Kloud Connect.
• Clients sync automatically into Workiro
• One-click access to the full client file
• Files, emails, tasks & approvals centralised
• Secure portal for uploads and signatures
• Complete, time-stamped audit trail per client
See the difference
More Than File Storage. Move Work Forward — Faster
Secure Send: Share BAS returns with clients instantly — no attachments, no version confusion.
Built-In eSign: Capture compliant signatures with time-stamped approval proof.
Live tracking: See exactly who’s signed and who’s blocking submission.
Auto filing: Every signed return stored against the correct client record automatically.
The 2026 Great Australian Accounting Workflow & Document Health Check
Takes just 4 minutes (18 questions)
It’s completely free
Customised results delivered instantly
Take the health check
Secure Document Collection for Compliance Requirements
Structured Requests: Send templated AML/KYC packs with required documents clearly listed — no vague back-and-forth.
Automatic Reminders: Clients are nudged until everything is received — no manual follow-ups from your team.
Secure Uploads: Clients upload ID, proof of address, and payroll records securely from desktop or mobile.
Filed Automatically: Every document, message, and checklist item stored against the correct client record.
Be Ready for ATO or ASIC Review – Without Rebuilding The File.
Every document traceable: trial balance, schedules, minutes, and working papers.
Every version preserved: see who changed what, and when.
Every approval provable: client sign-offs and confirmations captured in context.
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Workiro connects to Kloud Connect so every client record is complete, traceable and defensible. Emails and documents are filed to the correct client automatically, every sign-off is captured and time-stamped, and full version history is preserved - so client files stay audit-ready when the ATO asks questions, with local Australian integration support.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Kloud Connect and Workiro Frequently Asked Questions:
Keep Every Client File Defensible — Without Slowing Down.
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