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 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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Vulnerability Disclosure

Workiro prioritises security and privacy, employing various methods to enhance our security measures. Despite our efforts, the evolving nature of cyber threats means we can't always pre-empt all vulnerabilities.

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We recognise the limitations of our resources and competing priorities, so we encourage the responsible disclosure of external security research on our internet-facing services.

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‍Legal Terms

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By engaging with our policy, you agree to adhere to the terms on this page. Any modifications to these terms must be mutually agreed upon in writing. This policy is designed to be compatible with common vulnerability disclosure good practice. It does not give you permission to act in any manner that is inconsistent with the law, or which might cause GetBusy or partner organisations to be in breach of any legal obligations including but not limited to:

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  • The Computer Misuse Act (1990)
  • The General Data Protection Regulation 2016/679 (GDPR) and the Data Protection Act 2018
  • The Copyright, Designs and Patents Act (1988)

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This policy does not provide any form of indemnity by Workiro or any third party for any actions if you are in breach of the law and/or this policy.

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Workiro affirms that it will not seek prosecution of any security researcher who reports any security vulnerability on a Workiro service or system, where the researcher has acted in good faith and in accordance with this disclosure policy.We respect the anonymity of researchers reporting vulnerabilities through this policy, disclosing identities only with consent or as legally required.

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‍Conducting Research and Testing

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Automated scanning tools are prohibited. Violations may lead to exclusion from future participation or legal action.

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Research should only be on public resources or with your legitimate user account. Accessing or compromising other users' accounts or confidential information is forbidden.Ensure your research doesn't disrupt or intercept data, violate any laws, or compromise non-owned data.If you inadvertently disrupt a service or access unauthorised data, immediately report to compliance@getbusy.com without recording, using, or disclosing the data.

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‍Disclosure Reporting Procedures

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Report vulnerabilities to compliance@getbusy.com with details like UI screenshots, replication steps, and affected endpoints. Written permission from GetBusy is required before public disclosure.

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Encouraged submissions include OWASP Top 10 issues, business logic vulnerabilities, and authorisation problems. Excluded are DoS/DDoS attacks, spam, phishing, and findings from automated tools without detailed analysis.

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‍Payment Tier

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Currently, we don't offer financial rewards for bug bounty submissions but can provide recognition letters.

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‍Disclaimers

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Submissions don't guarantee rewards or recognition. Terms and conditions of this policy are subject to change. Non-compliance may lead to temporary or permanent bans.Response to reported vulnerabilities depends on their severity, likelihood, impact, and our team's availability. There's no guarantee of response or remuneration.

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 does all the work for you. It’s fast, it's simple, and it's easy to use.”

Workiro customer

How One Firm Replaced Virtual Cabinet With One System for Documents, Clients, and eSignatures.

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