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
“Workiro does all the work for you. It’s fast, it's simple, and it's easy to use.”
"If you’re a high-volume signer, Workiro is a no-brainer.”
"It allows us to pull data from anywhere."
"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."
"If somebody's using Virtual Cabinet now, they have no reason not to make the move to Workiro.”
“Our admin team works remotely, so it is even more important that the system updates in real-time."
"Of the 3 systems we tested, Workiro offered the best fit for the business.”
“Workiro is easy to use, easy to set up, and solves problems accountants have dealt with for years."
“Workiro takes care of the admin side of the job – enabling us to help our clients grow.”
"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"
A 98.4% Support Rating Over Last 120,367 Tickets
Free migration • customised file indexing • professional firm expert support
Book a demo
Industry-leading data security, for total peace of mind
We are a listed public company; currently protecting data for many of the world’s biggest professional brands.
