Guide
UK
Partnerships
Workiro
An ICAEW member exclusive

Claim your Gold Card

Workiro (Virtual Cabinet 2.0) is award-winning cloud document management for UK accountants. For greater traceability, control and confidence across every client interaction.

Member firms claim a Gold Card: free white-glove migration into Workiro.

The software behind Workiro is used every day by 65,000 professionals at firms of every size
Member benefit

Document Management built for UK firms

Award-winning cloud document management for UK accountants. Documents, emails, eSignatures and collaboration live in one secure system — giving your firm greater traceability, control and confidence across every client interaction.

Traceability

Everything on the client file. Documents, emails and signatures recorded in one secure system, organised around the client.

Control

One system, not five. Collaboration with clients and colleagues happens where the documents live — not across scattered inboxes and drives.

Confidence

Ready when compliance asks. The file you need is the file you find — for you, your clients and your reviewers.

Fully integrated with the tools you already run

TaxCalc IRIS CCH Digita (Thomson Reuters) Xero Microsoft 365
Workiro
Gold Card
Member exclusive White-glove migration
The member offer

How to claim your Gold Card

ICAEW members are able to claim a Workiro Gold Card for free. Find out how Workiro can modernise your firm workflow — and claim your card for free white-glove migration by booking a demo.

White-glove means done for you. Workiro moves your documents from your current storage — folders, server or legacy DMS — so your team stays on client work.

Book a demo to claim
From firms who made the move

Software used every day by 65,000 professionals

Migrated from Virtual Cabinet in one weekend
“If somebody's using Virtual Cabinet now, they have no reason not to make the move to Workiro.”
Andy Holland Andy Holland Partner, Medical Assurance Bureau Medical Assurance Bureau
15 years of documents moved to the cloud
“Workiro does all the work for you. It's fast, it's simple, and it's easy to use.”
Susan Rickerby Susan Rickerby Director, Lloydbottoms Chartered Accountants Lloydbottoms
Top 40 UK accountancy firm · 450 staff
“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”
Martin Bugg Martin Bugg Director, Larking Gowen Larking Gowen
Book a demo

See Workiro working, then claim your Gold Card

Book a one-to-one demo. A Workiro expert will walk through the platform with your firm in mind and scope your free white-glove migration.

The Gold Card covers free white-glove migration from your current document storage solution(s) into Workiro. Your details are only used to arrange the demo.