Workiro Logo – Virtual Cabinet 2.0
  • 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

    “Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service."

    Workiro customer

    Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

    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
    Resource Link 1Resource Link 2Resource Link 3
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Handheld Retro Gaming Console Offer

Handheld Retro Gaming Console Offer​

Terms & Conditions​

Workiro is a uniquely powerful tool, and we’d like as many people as possible to see how it works.

We’ll send you a free gift, after you’ve had a demo.​

It’s a brand-new handheld gaming console with a form and styling that pay homage to the classic Nintendo® Gameboy. It features a modern, full-colour LED screen and includes literally hundreds of fully functioning classic games. ​‍

To be eligible for this gift your company must employ 15 or more people and use Oracle® NetSuite or MS 365. You need to be a senior manager, partner or member of the C-suite. ​

We reserve the right to check that you do meet these criteria. ​
Please don’t be offended if you don’t.​‍

This is a limited offer and available to companies to whom we’ve not already made a demonstration. Strictly one gift is available per new, first demo session. This offer is subject to availability, and we reserve the right to withdraw it at any time.​

If you are impressed by the demo and want to schedule a further meeting with a colleague involved in decision making, we may, at our discretion, offer a further gift for them. ​

Offer is subject to availability and demonstrations must be booked by 25th February 2025 and take place before the end of March 2025. Gifts will be sent within 10 working days of your first demo.​

This promotion is not affiliated with Nintendo and the games device is a modern emulator.​

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

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service."

Workiro customer

Top 40 Accountancy Firm Slashes Administration Time Across 450 Staff, While Increasing Client Interaction Speed

Read Story

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.

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