Connect Office Collaboration With Document Management.
Edit Live. Track Every Change. And Be Audit-Ready, Always.

Make collaboration simple and always audit-ready. Microsoft Office handles the document creation — Workiro handles the document management.

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Workflow for centralising all verification evidence

Turn Everyday Office Files Into Controlled Working Papers

Work in Word, Excel and PowerPoint directly from within Workiro — with full version control and audit history.

No more “final_v7” files

Simultaneous editing

Automatic saving against client file

Clear audit history

“I know instantly what’s been sent, what’s been signed, and what’s still waiting. I don’t have to chase anymore.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Ketton Wealth company logo.

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Office Without Workiro

Shared editing. Limited governance.

• Shared editing without structured document control

• Versions saved manually and lost in folders

• Reviewers unsure which file is the latest

• Audit trails incomplete or reconstructed later

Office After Workiro

Live collaboration backed by compliance-grade document control.

• Automatic document history showing who changed what and when

• Documents organised by tags and clients - not lost in folders

• Clear visibility across every revision

• Complete, audit-ready records - automatically

See the difference

Workflow for giving clients a secure document portal without logins

Co-Author Working Papers in Real Time

Open documents directly in Microsoft 365 Online

Collaborate live with colleagues

Auto-save changes back into Workiro

Maintain version history automatically

Keep Every Revision Traceable

Track who changed what and when

Compare document versions easily

Store commentary alongside the file

Keep conversations tied to the document

File Documents Without Manual Uploads

Use Office add-in to send files directly to Workiro

Classify documents using tags

Enforce minimum tagging rules

Retrieve any document in seconds

Office integration demo

Workflow for centralising all verification evidence

Work Faster Across Teams Without Version Confusion

When multiple people contribute to accounts, tax schedules or reports, collaboration can quickly become messy.

Files are downloaded, renamed and re-uploaded, creating uncertainty over which version is current.

With Workiro and Microsoft 365, teams edit the same live document, with changes saving automatically into Workiro.

‍Everyone works from one controlled version, whether in the office or remote.

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”

A Workiro customer

Martin Bugg
Director at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

Read Story

Ketton Wealth company logo.
Workflow for delivering a clean handover to internal teams

Improve Review Accuracy With Full Version Visibility

Reviewers need more than the latest draft — they need to understand what changed and when.

Without clear version tracking, review time increases and confidence drops.

Workiro keeps a complete version history of every document edited through Microsoft 365, allowing managers to compare drafts and trace key updates clearly.

Workflow for delivering a clean handover to internal teams

Keep Working Papers Audit-Ready From Draft to Final

In regulated environments, it's not enough to retain a final copy. Firms must demonstrate how conclusions were reached and what evidence supported them.

Workiro preserves every version automatically, and keeps conversations and approvals attached to the document to create a clear, defensible timeline.

Office integration demo

Microsoft Office and Workiro Frequently Asked Questions:

Office handles the document creation; Workiro handles the document management. You work in Word, Excel and PowerPoint directly from within Workiro — opening documents in Microsoft 365 Online — with full version control and audit history wrapped around everyday Office files.

Yes — simultaneous co-authoring in real time, with every change saved automatically against the client file. It turns everyday Office files into controlled working papers, and reviewers always know which file is the latest.

Yes — no more "final_v7" files. Automatic document history shows who changed what and when, documents are organised by clients and tags rather than lost in folders, and there's clear visibility across every revision.

Yes — the Outlook integration auto-captures entire threads against the correct client, including where multiple staff are copied, and a Gmail add-in covers individual filing. One firm went from 200+ client emails a day to structured workflows: Serenity's story.

That's the design: live collaboration backed by compliance-grade document control. Complete, audit-ready records build automatically, and Workiro is ISO 27001 certified, SOC 2 compliant and GDPR compliant (Trust Centre).

Keep Every Client File Defensible — Without Slowing Down.

Everything recorded. Everything filed.
Ready when compliance asks.

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“For everything in one place - documents, emails, decisions - Workiro is phenomenal. Especially in high pressure situations I couldn't do without it.”

A Workiro customer

Rachel Fowler
Owner, Insolvency Practioner

100%

Paperless onboarding

20 days

Saved annually in administration

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Accountants

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CUSTOMER STORY

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service."

Workiro customer

Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

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