Build a workflow once.
Run it for every client.

Accounting workflow software turns a repeatable job – year-end financials, a BAS quarter, onboarding a new client – into a set of steps, routes each step to the right person automatically, and records what happened at every hand-off. Workiro Workflows does this alongside your practice management system, so the evidence trail builds itself while the work moves.

No. Your practice management system keeps the job, the deadline and the fee. Workiro Workflows runs the work around it – the requests, reviews, approvals and client sign-offs – and files every document and email against the client record. Firms keep Xero Practice Manager, MYOB or Access APS and add the workflow layer beside it.

Workflow software decides what happens next. Document management decides where the evidence ends up. Keep them in two systems and somebody has to reconcile the two. In Workiro they are one record: classify a workflow to a client once and every task, document, email and approval it creates is filed against that client automatically.

Yes. A step can be assigned to the client and it behaves like any other task in the job. They get it through a secure link – no account, no password – carrying only the documents and wording you chose. They complete it, your team confirms the outcome, and the job moves on. Nothing sits in a portal waiting to be noticed.

The job loops back rather than starting again. The answer at the end of a task decides where it goes next: approved sends it forward, change requested sends it back to the right person with the documents and context still attached. Nothing is re-keyed, and the second pass is part of the same record as the first.

One board shows every live job in the firm, with a named owner on each step and a record of how long it has sat there. Group by process to see how a service is running, or by person to see who is buried. The question "where has this got to?" stops being something you ask a human.

A quarterly cycle is the same job repeated, which is exactly what a workflow is built for. Map the sequence once and it runs per client, per quarter, with the client's own approval step and the reminders included rather than bolted on afterwards. The same applies to super guarantee cycles, FBT and annual review dates. Cantor Carnevale turned client work around 25% faster from job to payment after moving it onto the platform.

Workflows are built by your firm, so they follow whatever your process is – quarterly BAS, company and individual tax returns, ASIC annual reviews, STP finalisation, FBT, super guarantee checks or client verification under the AML/CTF obligations that now apply to accountants. Workiro also connects to the Australian tools you already run, including CAS 360 and Xero Practice Manager.

Every document, message and approval sits inside the client's record with permissions controlling who can open it, and the audit trail records who did what and when. Client steps travel by secure link rather than a shared inbox. Full detail on certifications and data handling is in the Workiro Trust Centre.

In the no-code recipe builder: map the steps once, write the instruction that sits on each task, and assign steps to roles rather than names so the right person is picked when the job runs. A recipe stays hidden until it validates, so a half-built process cannot go live by accident. The Workflows help guides walk through building, starting and monitoring one.