Award-Winning Document Management Software
For Australian Accountants

Document management software for accountants stores every client document, email and signed approval against the right client record, so the firm can find it, share it securely and prove what was sent, signed and approved. Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia, connected to Xero Practice Manager, CAS 360 and FuseDocs.

Start with the ATO's record-keeping rules: records kept for at least five years, stored so they can't be changed, and reconstructable if your system changes. Then look for email filed against the client, e-signatures that file themselves, search inside documents, and an audit trail the file keeps about itself. Our Australian guide covers each test.

Xero Practice Manager, CAS 360, FuseDocs, ATOmate, ATO SmartDocs, Kloud Connect, Access APS and Microsoft 365. See all integrations for Australian firms.

Yes. Each quarter becomes a repeatable workflow: requests go to clients by secure link with reminders built in, approvals come back filed against the client, and one board shows what's still waiting.

Cantor Carnevale, a boutique practice serving 420+ clients, moved to one continuous flow from preparation to signature. The firm now has payment cycles more than 25% faster and saves around 50 hours a year per accountant.

Engagement letters go out for e-signature and ID evidence arrives through a secure link, all filed against the client with timestamps. That is the record you need now that AML/CTF obligations apply to accountants. More on client workflows.

ISO 27001 certified and SOC 2 compliant, and backed by GetBusy plc, whose software is trusted by 65,000+ professionals (Trust Centre). Migration typically takes under 21 days with your old system live throughout. See Australian pricing.