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We handle the demo, onboarding & support. You get 20% a year per closed deal. Simply fill in the form on this page.
Here's a video you can send to clients:
TaxCalc does the tax prep.
It doesn't handle the signing, the emails or the audit trail around it — that's where Workiro comes in. When a client hits one of these, refer them.
TaxCalc stays exactly as it is. Workiro simply works alongside it — clients sync automatically, nothing gets replaced. You're adding to their setup, not switching it.
The video — the quickest way to show a client what Workiro does is to sent them a link to our video: <insert link>
The integration page — full detail, before-and-after, customer examples. See the TaxCalc and Workiro integration page here
"It allows us to pull data from anywhere."
"If somebody's using Virtual Cabinet now, they have no reason not to make the move to Workiro.”
"Now we can send and track twice as many candidate packs in less than half the time."
“The smooth and timely completion of the migration process was a highlight"
"If you’re a high-volume signer, Workiro is a no-brainer.”
"Of the 3 systems we tested, Workiro offered the best fit for the business.”
"Especially in high pressure situations, I couldn't do without it.”
“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service."
“Keeping client data safe is what keeps me awake at night. Workiro helps with that.”
“Workiro takes care of the admin side of the job – enabling us to help our clients grow.”
“Our admin team works remotely, so it is even more important that the system updates in real-time."
“Workiro has completely changed how confidently we work with clients.”
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