Digita Practice Management & Workiro
Seamless data unification
Sync your Digita clients with Workiro connections automatically. Client updates flow seamlessly between systems. Create a unified practice database that eliminates duplicate entry and ensures data accuracy. Maintain consistent client information across all your practice applications without manual intervention.
One-clock document filing
Store documents created in Digita directly to Workiro with a single button click, automatically classified by client and type. Every account, tax return, and compliance document is filed correctly without manual effort. Eliminate the risk of misfiling or lost documents with automatic classification. Save hours of administrative time whilst maintaining perfect organisation.
Comprehensive email capture
Automatically capture emails using addresses stored in Digita, creating complete communication histories for every client. All client correspondence is systematically filed and linked to the correct record. Build audit-ready communication trails that meet all regulatory requirements. Ensure critical emails are never lost in personal inboxes or overlooked.
Instant client access
Navigate from Digita client records to complete Workiro files with one click, accessing all documents and communications instantly. View the entire client relationship including historical documents, current work, and all correspondence. Prepare for meetings or respond to queries with immediate access to comprehensive client information. Eliminate time wasted switching between applications or searching for files.
FAQ’s
Get more from your software
Book a discovery call
