Stop Losing Client Files Across Sage, Email and Shared Drives.
One Audit-Ready Client File - Synced Directly With Sage Practice Solution.
Every document, email, approval and signature - organised, traceable and defensible.
Automatically Build an Audit-Ready File for Every Sage PS Client
Every document filed to the correct Sage PS client: Captured without anyone manually organising the file.
Full visibility across the team, instantly: See what's been sent, signed and still outstanding.
Compliance evidence that builds itself: Every version, approval and decision recorded automatically.
No duplicate client setup, ever: Sage PS and Workiro stay in sync - one source of truth, from day one.
Sage PS Without Workiro
Sage PS runs the practice - the client file is everywhere else.
• Compliance evidence buried across inboxes and shared drives
• Searching for the right document wastes valuable time
• Supporting evidence missing or incomplete
• Audit prep rebuilt manually - every single time
Sage PS After Workiro
Workiro captures the evidence that proves the work was done.
• Every document filed automatically to the correct Sage PS client
• Emails, approvals and signatures stored in one traceable record
• Full team visibility - no more chasing colleagues for context
• Audit-ready from day one. Every time.
See the difference
1 Clean Client Record - No Duplicate Setup
Sage PS clients sync automatically into Workiro: No manual recreation, no data entry twice.
Updates in Sage PS reflect instantly: Both systems stay aligned without anyone managing it.
No duplicate records, no conflicting data: One version of the client. Always.
Every Document and Email Filed Against the Right Client
Documents stored directly against the client: Engagement letters, workpapers and correspondence - all in one place.
Emails captured automatically: Everything filed in context, as it happens.
The whole team works from the same client file: No more hunting across inboxes and shared drives for the right version.
Audit Trail Built Automatically - Ready Before Anyone Asks
Every approval, signature and decision recorded against the client: No rebuilding evidence when a review lands.
Supporting documentation retrievable in seconds: So no last minute panic.
Compliance evidence that builds itself throughout the year: So peak season is a check, not a crisis.
Sage PS integration demo
Stop Losing Review Notes, Queries and Sign-Offs.
Working papers sit alongside all related communications
Review notes stay visible and linked to the file they belong to
Tasks and approvals visible to the whole team
Approvals timestamped so partners can sign off with full confidence
Every version tracked automatically
Stop Chasing Missing Client Documents Over Email.
Secure branded document requests
Clients upload, comment and sign directly on documents
Built-in eSign with automatic audit certificate
Automatic reminders until everything is received
Every document filed automatically
When the Regulator Calls, You're Ready - Without Rebuilding The File.
Every document version retained
Every decision stored in context
Every version traceable
Every approval provable with full audit certificates
Sage PS integration demo
Keep Every Client File Defensible — Without Slowing Down.
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