Trusted By 65,000 Professionals

Workiro Customers

Fast, Secure Case Management Designed For
Insolvency Practitioners

Workiro keeps insolvency documents, decisions and communication fully organised in one inspection-ready case file – from appointment to closure.

With integrations across the insolvency-specific tools your practice already uses.

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Workflow diagram showing document request via no-password secure link for client onboarding, with active threads and recent documents logged and filed against client as a single source of truth.

Faster Case Setup – With Complete Security

Workiro keeps all pre-appointment documents, AML check documentation, director details, engagement forms and appointment documents in one secure, structured case file.

Workiro For Case Setup

“Before, if something wasn’t finished, it just sat in my head. Now I can see everything - what’s been sent, what’s signed, and what’s outstanding. That peace of mind is huge.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

Before:

Onboarding breaks down when directors send documents through multiple channels, appointment forms are lost in email, and compliance evidence cannot be reliably traced.

After:

Workiro enables standardised onboarding flows with task templates. Making it simple to request required documents, capture signatures, store AML/KYC and appointment evidence – and maintain a clean, timestamped record for regulatory review.

A 98.4% Support Rating Over Last 120,367 Tickets

Free migration for eligible firms – book a demo for qualification

Workflow diagram showing new client onboarding with auto-import from systems like TaxCalc, IRIS, Xero, and Kloud Connect, message exchange for engagement letter review and signing, followed by read receipts and built-in signing, concluding with AI-assisted faster document signing and filing against the client.

Communicate Securely With Speed

Workiro enables teams to communicate with internal teams, clients and creditors with ease.

Make sure creditor notices, proof-of-debt evidence, correspondence and document requests are organised, complete and easily referenced.

Workiro For Case Comms

"We can specify precisely where the signature needed to appear within the document, rather than just having it placed on the back page by default.”

A Workiro customer

Martin Bugg
Partner at Larking Gowen

Top 40

Award-winning accounting firm

450

Sized team

Before:

Communication around cases becomes unmanageable when emails, notices, claims and queries sit across inboxes and shared drives – weakening the integrity of the case file.

After:

Workiro centralises every document and email into the case file, linking queries to the relevant documents and maintaining audit-ready trails for notices, submissions and responses.

Workflow for Annual Tax Return Request showing a chat asking a user to attach missing receipts, a response with a document link, and a completion status highlighting AI-assisted faster turnaround.

Accurate Case Files That Are Always Audit-Ready

Workiro maintains a complete, accurate and accessible case file that mirrors the insolvency lifecycle – assets, R&P schedules, statutory reports, filings and internal notes included.

Workiro For Audits

“It all stays in one place. People know they need to look at it because it’s got their name on it.”

A Workiro customer

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

15

years of documents now in the cloud

0

client logins now required for signing

Before:

Audits are slowed when files are incomplete, versions aren't controlled, or evidence is dispersed across systems.

After:

Workiro automatically stores every document, thread, approval, version and timestamp in a secure case file, giving auditors a clear, chronological, inspection-ready view without manual preparation.