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

    “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

  • 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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Security and Availability

GetBusy products and services adhere to the highest industry standards for security. You can use our products and services with confidence, safe in the knowledge that we use the same security methods and principles as the most diligent of institutions such as government bodies and financial institutions.

We have teams of experts using the latest technologies and best practices to ensure that our products are, and remain, safe and protected so you can use them worry free.

Processes

Security of our products and services, including how they are designed, built, tested and worked on, and by whom, are our highest priorities. We are proud to be ISO27001 certified in relation to our UK developed products: WORKIRO, Virtual Cabinet and Virtual Cabinet Portal.

Encryption

All data in transit across all of our products and services, outside of your own network, is encrypted as well as certain customer content data, such as documents, which are encrypted at rest.

Data Centres

We use infrastructure and services provided by Amazon Web Services (AWS). AWS, like us, treat security as their highest priority. AWS documentation on the security of their infrastructure and services is comprehensive and can be found here https://aws.amazon.com/security/

Penetration Testing

At a minimum, we conduct regular penetration testing of all our products and services via specialist independent and industry accredited third party penetration professionals. For our WORKIRO, Virtual Cabinet, Virtual Cabinet GO, and Virtual Cabinet Portal products, as well as our non-product operations in the UK, we adopt Continuous Offensive Security ("COS"). COS ensures that our products and operations are under continual but controlled attack from specialist third parties based on the latest attack vectors, moving well beyond point-in-time penetration testing practices.

Availability

We leverage the best that AWS has to offer to provide high levels of availability, redundancy and scalability.

Data Protection

We are fully committed to all Data Protection regulatory requirements that are in place in the territories where we operate and have in place a Privacy Policy that covers:

  • Your privacy rights and how to exercise them;
  • How we collect, use, share and protect your personal data;
  • The legal bases we rely on to process your personal data; and
  • How we operate in our capacity as a data processor acting on your behalf.

We have tools and processes as well as a dedicated Security and Compliance staff to ensure that we stay on top of all Data Protection Requirements, and we actively monitor regulatory guidance and interpretations of key Data Protection requirements to make sure we're well informed and doing the right things in the right way.

Reporting Vulnerabilities

GetBusy is committed to investigating and resolving security issues reported by the security community. If you have information on a suspected vulnerability or other security concerns, you can submit details to the GetBusy security team at https://www.getbusyplc.com/security/vulnerability-reporting

Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax Returns

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient Engagement

Insolvency

OverviewCase OnboardingCase CommsAuditing

Resources

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Workiro Logo - Virtual Cabinet 2.0

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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

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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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