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  • Solutions
    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo

    Accounting

    Accounting document management overview in Workiro for regulated accounting firms

    Accounting Overview

    Accounting client onboarding documents and workflows managed in Workiro

    Client Onboarding

    Year-end accounting documents securely managed in Workiro

    Year-End Accounts

    Accounting working papers and compliance documents managed in Workiro

    Working Papers

    Accounting tax return documents stored securely in Workiro

    Annual Tax Returns

    Financial Advisers

    Financial adviser document and client overview in Workiro platform

    Adviser Overview

    Financial adviser client discovery documents managed securely in Workiro

    Client Discovery

    Financial advice proposal documents created and shared in Workiro

    Advice Approvals

    Financial adviser client engagement and document workflows in Workiro

    Client Engagement

    Insolvency

    Insolvency document management overview in Workiro for regulated firms

    Insolvency Overview

    Insolvency case onboarding documents and workflows in Workiro

    Case Onboarding

    Insolvency creditor communication documents managed in Workiro

    Case Comms

    Insolvency audit documents and compliance workflows in Workiro

    Auditing

    CUSTOMER STORY

    “Workiro has completely changed how confidently we work with clients.”

    Workiro customer

    How an Accounting Practice Serving 400-600 Annual Returns Gets Paid 25% Faster with Workiro

    Read Story

  • Platform
  • Customer Stories
  • Integrations
  • Pricing
  • Solutions
    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for yours – please book a tailored demo

    Accounting

    Accounting Overview

    Client Onboarding

    Year-End Accounts

    Working Papers

    Annual Tax Returns

    Financial Advisers

    Adviser Overview

    Client Discovery

    Advice Approvals

    Client Engagement

    Insolvency

    Insolvency Overview

    Case Onboarding

    Case Comms

    Auditing

    CUSTOMER STORY

    “Clients have been blown away, they love the simplicity.”

    A workiro customer

    How One Accounting Firm Cut Their Xero Admin Time 50%.
    Read Story

  • Platform
  • Customer Stories
  • Integrations
  • Pricing
  • Solution
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Demo booking offer

Terms & Conditions

1. Definitions

1.1. In these terms and conditions:

  • "Company" means Workiro.
  • "Participant" means an eligible person who books and attends a demo.

2. Eligibility

2.1. This offer is open to new contacts who are not existing clients of the Company.

2.2. The opportunity value must exceed £4200 excluding VAT.

2.2. Participants must reside in the UK.

‍3. Rewards

3.1. The Participant will receive a Samsung Galaxy Tablet upon attending a demo.

  • Only one tablet will be issued per company, and it will be issued to the lead booker.
  • Tablets will be issued within 14 days of the demo's completion.

4. Additional Conditions

4.1. All rewards are non-transferable and cannot be exchanged for cash or other alternatives.

4.2. The Company reserves the right to substitute the tablet with an equivalent item if necessary.

4.3. This offer ends on March 31st, 2025.

4.4. All prices quoted are exclusive of VAT.

‍5. Data Protection

5.1. By participating in this offer, the Participant agrees that their personal data will be processed in accordance with the Company's Privacy Policy and applicable data protection laws.

5.2. Personal data will be retained only for as long as necessary to fulfil the purposes of the offer.

‍6. Disqualifications

6.1. Participants will be disqualified if:

  • They do not meet the eligibility criteria.
  • They fail to attend the demo.
  • Any fraudulent activity is detected.

7. General

7.1. The Company reserves the right to amend or withdraw this offer at any time without notice.

7.2. By participating, all parties agree to these terms and conditions.

7.3. The Company's decision regarding any aspect of the offer is final.

‍8. Contact Information For any queries related to this offer, please contact Sophie Hall at sophie.hall@getbusy.com.

Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

Resources

Customer StoriesIntegrationsPlatformPricingContact UsSupportLive StatusPartnersCareers
Workiro Logo - Virtual Cabinet 2.0

Book a Workiro demo

CUSTOMER STORY

“Workiro is easy to use, easy to set up, and solves problems accountants have dealt with for years."

Workiro customer

How One Accounting Firm Halved Their Xero Admin Time – And Streamlined 200+ Emails A Day Into Workflows.

Read Story

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