The #1 Document Management Integration for Xero Practice Manager
Turn Every XPM Job Into A Complete, Audit-Ready Client File.
Make every XPM record complete, compliant – and defensible.
“I wanted to lessen my tech stack - now I’m only using Workiro and Xero, nothing else."
Read Xero PM Case Study
Turns Every XPM Job Into a Complete, Audit-Ready Client File – Automatically.
Everything filed to the correct XPM job: Emails, documents, approvals and signatures captured without staff manually organising the file.
Instant visibility aacross the client file: See what’s been sent, signed and still outstanding in seconds.
Full audit trail built automatically: Every version, comment, approval and signature recorded.
Xero PM Without Workiro
Xero Practice Manager tracks the work — but it doesn’t capture the evidence behind it.
• Jobs tracked, but files in inboxes and folders
• Emails in personal inboxes, not the client record
• Signatures and documents saved manually
• Fragmented compliance evidence
Xero PM After Workiro
Workiro automatically organises the evidence that prove the work was completed.
• Clients, contacts, groups and jobs auto-sync
• Every file & email captured to the right XPM job
• Built-in eSign with full audit certificate
• One governed, searchable client file per job
XPM Integration Demo
Client and Job Sync
24/7 client records synced from XPM.
Matching client connections created and maintained.
Data stays consistent as records change.
Work Stored Against the Job
Documents linked directly to XPM jobs.
Emails auto-captured into the correct client record.
Tasks and approvals visible in context.
Audit Trail Built Automatically
Version control across drafts
Signature certificates attached to final documents.
Complete activity history across the client file — ready for audit
XPM Integration Demo
Partner Review and Sign-Off Captured Automatically
Drafts shared in context: Partners can review all relevant files.
Comments tracked in real time: Feedback & decisions captured.
Partner sign-off captured: eSign approval with audit proof.
Signed version filed automatically: Stored in the client record.
Collect Client Approvals Securely – Without Password Fatigue
Structured Requests: Send document and signature requests with everything clearly listed.
Automatic Reminders: Clients are nudged until everything is received — no manual follow-ups from your team.
No-Password Secure Uploads: Clients upload documents through a branded secure portal – without creating accounts.
Filed Automatically: Every document and approval stored against the correct XPM job.
When the Regulator Calls, You’re Ready – Without Rebuilding The File.
Every document version retained: Trial balance, schedules, working papers and correspondence.
Every decision stored in context: Emails & messages captured.
Every version preserved: see who changed what, and when.
Every approval provable: client sign-offs and confirmations captured in context.
Keep Every Client File Defensible — Without Slowing Down.
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