The #1 Document Management Integration for Xero Practice Manager
Turn Every Job Into A Complete, Audit-Ready Client File.

Yes, and it's a Xero-certified integration. Your clients, contacts, groups and jobs sync from XPM automatically and stay consistent as records change, so there are no duplicate client lists and no re-keying. Documents and emails then file to the correct XPM job.

No. XPM stays your hub for planning and tracking jobs, and your team keeps working in it as normal. Workiro is the execution and evidence layer that builds the complete client file in the background, even when tax season peaks. It sits alongside Xero and XPM rather than replacing them, which is why Serenity Accounting's director said, "I wanted to lessen my tech stack, now I'm only using Workiro and Xero."

Serenity Accounting, a Xero firm, cut Xero Practice Manager admin time by around 50% and reclaimed over £40,000 a year after adding Workiro. In their words: "I know instantly what's been sent, what's been signed, and what's still waiting. I don't have to chase anymore." Read the full Serenity story.

Documents link directly to the XPM job, emails are auto-captured into the correct client record through the Outlook integration, and tasks and approvals stay visible in context, without anyone manually organising the file. Serenity went from more than 200 client emails a day into structured workflows against the right client.

Yes. Tax returns, accounts and advisory reports are shared in context for partner review, comments are tracked in real time, and sign-off is captured with eSign and an audit certificate. The signed version files itself back to the client record — how Larking Gowen, a Top 40 firm with a 450-strong team, keeps one source of truth.

Yes. Clients use a secure link with no password, so there's no portal login and no password fatigue. Structured requests list everything you need in one place, and automatic reminders nudge clients until it's all received — no manual follow-ups from your team.

It's already there. Every version of the trial balance, schedules and working papers is retained with a complete activity history, so an HMRC enquiry, QAD review or external audit doesn't mean rebuilding the file. XPM runs the practice; Workiro proves it happened — the heart of document management for accountants.

Workiro is a Xero-certified integration, ISO 27001 certified, SOC 2 compliant and GDPR compliant — see the Trust Centre. Switching typically takes under 21 days with your old system live throughout, and migration is free for eligible firms — see pricing.