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: Engagement letters, correspondence and workpapers - all captured without anyone manually organising the file.
Full visibility across the team, instantly: See what's been sent, signed and still outstanding - without chasing colleagues or hunting through inboxes.
Compliance evidence that builds itself: Every version, approval and decision recorded automatically - so you're ready when a review or audit lands.
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: No more cross-referencing emails and folders to reconstruct the review trail.
Review notes stay linked to the file they belong to: Not lost in someone's inbox.
Tasks and approvals visible to the whole team: Managers see what's outstanding. Partners see what needs sign-off.
Every version tracked automatically: A a clean record of every change from draft to final.
Partners sign off with full confidence: Every approval timestamped and filed against the correct Sage PS client.
Stop Chasing Missing Client Documents Over Email.
Secure document requests sent in seconds: Send clients a branded, no-password link - no account creation needed.
Clients upload, comment and sign directly on documents: No version confusion or attachments lost in inboxes.
Built-in eSign with automatic audit certificate: Every approval timestamped and stored against the correct Sage PS client.
Automatic reminders until everything is received: Your team stops chasing. Clients get nudged until the file is complete.
Every document filed automatically: Nothing saved manually - everything stored in context, traceable and ready for review.
When the Regulator Calls, You're Ready - Without Rebuilding The File.
Every document version retained: Nothing overwritten, nothing missing.
Every decision stored in context: Emails, queries and messages captured automatically against the client record.
Every version traceable: See who changed what, and when - without asking anyone.
Every approval provable: Client sign-offs and confirmations captured and filed with full audit certificates.
Sage PS integration demo
Keep Every Client File Defensible — Without Slowing Down.
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