Question 1

What is accounting workflow software?

Accepted Answer

Accounting workflow software turns a repeatable job – year-end, a VAT 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.

Question 2

Do we have to replace our practice management system?

Accepted Answer

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 IRIS, CCH, Xero, TaxCalc or Access and add the workflow layer beside it.

Question 3

What is the difference between workflow software and document management?

Accepted Answer

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.

Question 4

Can a client complete a step without logging in?

Accepted Answer

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.

Question 5

What happens when a partner asks for changes?

Accepted Answer

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.

Question 6

How do we see where a job has got to?

Accepted Answer

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.

Question 7

Does this help with quarterly deadlines like VAT and Making Tax Digital?

Accepted Answer

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 step and the reminders included rather than bolted on afterwards. Serenity Accounting & Bookkeeping reclaimed 435 hours a year across their client work using Workiro.

Question 8

Is our client data secure, and who can see what?

Accepted Answer

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.

Question 9

How do we set up our first workflow?

Accepted Answer

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.

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