The new professional firm tech stack: a deep dive into the most important 2026 releases.

A walkthrough of the top 3 releases that matter most to your firm, shown in the product, and what is coming next.

Major releases, walked through in the product

New integrations: TaxCalc and Xero PM

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Inside the session

Three releases. One connected stack.

01 New

Workflows

Structure the document collection, approvals, sign-offs and chasing that sit outside your practice management system, so no one is repeating instructions by email.

02 New

AI assistant

Ask where a client stands and get an answer in seconds, pulled from across the whole record rather than the last email thread.

03 New

TaxCalc & Xero PM integrations

Our new TaxCalc integration alongside Xero Practice Manager, and what our Xero certification means for your firm.

04 Next

The roadmap

What is coming next and where the connecting layer goes from here, plus the questions firms brought on the day, answered in full.

About this webinar

How professional firms are connecting their tech stacks in 2026.

The best tool for each job is rarely the one bundled into an all-in-one suite, but every tool you add is another login, and another place client information hides. This session is a look at everything we have built this year to close that gap, and what is coming next.

✓The thinking behind our releases: why we are building the layer that connects a best-of-breed stack, rather than asking firms to consolidate into one system.

✓Workflows: structure the work that sits outside your practice management system, from document collection to approvals, sign-offs and chasing.

✓Your AI assistant: ask where a client stands and get an answer in seconds, pulled from across the whole record.

✓The latest integrations: our new TaxCalc integration, plus Xero Practice Manager, and we are now Xero certified.

✓What is coming next and the rest of the roadmap.

✓Q&A: the questions firms brought on the day, answered in full.

Who is on the session

Your hosts

Senior Product Manager

Rob Keynes

VP of Services

Alex Kowalski

President of Workiro

David Owen

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Workflows, the AI assistant, the TaxCalc and Xero Practice Manager integrations, the roadmap and the Q&A. Free, instant, nothing to diarise.

65,000

Professionals on the document management software behind Workiro

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