The #1 Document Management Integration for TaxCalc.
For Audit-Ready Client Files And A Faster, Stress-Free Tax Season.

Yes. Workiro integrates natively with TaxCalc, sharing a single client database across TaxCalc, Engager and Workiro. Documents created in TaxCalc — tax returns, sets of accounts, Companies House forms and AML documents — can be sent directly to the correct client file in Workiro using the "Send to Document Management" button, with consistent file naming applied automatically.

Open the document in TaxCalc, go to Check and Finish, and select "Send to Document Management." The document is filed automatically in the right client file, in the right section, with the correct naming convention — no manual saving or tagging. The button appears throughout TaxCalc, including in tax returns, accounts and Companies House forms.

Both integrate with TaxCalc for document storage and client file sharing. Workiro adds a communication and workflow layer on top of document management: automatic email capture from Outlook, internal and external threads against the client record, approvals and e-signatures, AI-assisted filing, and a full time-stamped audit trail — designed for firms that want an audit-ready client file, not just cloud storage.

Yes, with the Outlook integration. Once a conversation is added to Workiro, every subsequent email in the thread is captured and filed against the correct client automatically — including where multiple staff are copied — so there's one complete record with no duplicate filing. A Gmail add-in is also available for filing emails individually.

Yes. Workiro is ISO 27001 certified and SOC 2 compliant, with all client data encrypted and a full, time-stamped audit trail of document activity. It's built by the team behind Virtual Cabinet, trusted by 65,000+ professionals including BDO, RSM and Kreston Reeves — see the Workiro Trust Centre.

Yes. Workiro provides data migration and implementation support for firms moving from other systems, including SmartVault, FYI, Docusoft and SharePoint or network folders. Lloydbottoms moved 15 years of documents to the cloud with an assisted migration.

Yes. TaxCalc, Engager and Workiro share one client database, so client records created in your practice management or tax software sync automatically to Workiro — no duplicate client lists and no re-keying.

Yes. Workiro is cloud-based and works natively on desktop, browser, iPhone, iPad and Android.

Optionally, yes. Workiro's AI reads uploaded documents, recognises the document type (such as a letter of engagement) and suggests the correct filing location based on your firm's conventions — reducing filing to a single click. It can be switched off if you prefer manual tagging.