The #1 Document Management Integration for TaxCalc.
For Audit-Ready Client Files And A Faster, Stress-Free Tax Season.
Make every TaxCalc client file complete, compliant – and defensible.
TaxCalc for Workiro Demo
Turns Every TaxCalc Job Into an Audit-Ready File — Built for Peak Filing Periods
Less peak season pressure: Workiro’s structure and automation significantly reduce bottlenecks and stress.
Removes risk: no more computations in the wrong folder, or evidence buried in email chains.
Better team visibility: for a faster review process & fewer reworks.
Stronger client experience: faster responses and clearer communication.
1 Clean Client Record
TaxCalc clients sync automatically into Workiro
Updates in TaxCalc reflect instantly
No duplicate client records
Work Stored Against The Client
Store tax computations, schedules & evidence centrally
Capture review notes, queries & approvals in threaded comms
Automatically file emails and attachments without manual download-and-save steps
Audit Trail Built Automatically
Request client signatures directly from Workiro
Clear audit trail linked to the TaxCalc client record
AI-assisted classification reduces manual filing
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TaxCalc Without Workiro
Great tax prep.
Messy client files.
• Evidence scattered across systems
• Emails and attachments hard to track
• Queries and approvals live in inboxes
• Audit trail built manually under pressure
TaxCalc After Workiro
One source of truth — no duplicate client admin.
• Organised and complete client files
• Computations and evidence stored together
• Emails filed to the right client record
• Audit trail back to TaxCalc
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Keep Every Client File Defensible — Without Slowing Down.
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