Every Practice ERP Job - Backed by a Complete, Audit-Ready Client File.
No More Scattered Documents, Buried Emails and Missing Approvals.
Link Practice ERP with Workiro so every job is backed by a structured, traceable and defensible client file.
Every Practice ERP Job - Structured, Evidenced and Audit-Ready From Day One.
Practice ERP clients synced into Workiro automatically: No duplicate setup, no manual recreation.
Every document filed against the right job: with approver names, timestamps and full context
Audit trail built automatically: ready before anyone asks
Practice ERP Without Workiro
Practice ERP runs the engagement - evidence is scattered.
• Documents scattered across shared drives, inboxes and local folders
• Supporting evidence missing or incomplete
• Client files inconsistent or incomplete
• Audit trail rebuilt manually under pressure
Practice ERP After Workiro
Workiro organises the evidence that proves every engagement was delivered properly.
• Documents, emails & approvals stored against the correct Practice ERP client
• Engagement evidence retrieved in minutes
• Consistent, audit-ready files across the firm
• One defensible client record - available directly in Practice ERP
See the difference
1 Clean Client Record - No Duplicate Setup
Practice ERP jobs sync automatically to Workiro: no manual re-entry. Systems stay aligned.
Updates in Practice ERP reflect instantly: both systems stay in sync. One version of the record.
Every Document and Email Filed Against the Right Engagement
Working papers and correspondence stored centrally: no manual filing, every engagement always to hand
Emails and attachments captured automatically: No downloading and re-uploading, no version confusion between teams.
Internal reviews saved in context: Queries and approvals linked to the engagement - not buried in inboxes.
Audit Trail Built Automatically
Outstanding approvals tracked across the firm: No chasing partners, no missed sign-offs before deadlines.
Client signatures collected securely and filed automatically: Every sign-off timestamped against the correct client record.
Full version history maintained without anyone managing it: Every draft and approval - clean from day one to final delivery.
Practice ERP integration demo
Stop Chasing Client Approvals. Get Them Signed & Filed Fast.
Approval requests triggered from within Practice ERP
Automatic reminders until everything is received
Every approval signed, timestamped and filed against the right client
Full audit certificate attached to every sign-off
When Deadlines Peak, Your Files Stay Complete.
No manual uploads during peak periods: Emails and attachments captured and filed automatically.
Nothing misfiled under pressure: AI-assisted classification ensure documents are saved against the right client.
Full version history: Every draft, every change, every sign-off tracked from day one to final delivery.
Everything retrievable in minutes: No hunting across drives or inboxes - the complete file is already there.
When a Partner Needs the File - It's Already There
Complete engagement file visible in seconds: Every document, email and approval without the hunt.
Every version traceable: See who changed what and when - without asking anyone.
Every approval on record: Client sign-offs and partner decisions captured with full audit certificates.
Accessible from desktop or mobile: Partners review and sign off wherever they are.
Practice ERP integration demo
Keep Every Client File Defensible — Without Slowing Down.
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