Live Webinar

🗓️ TUES 2 SEPTEMBER @ 2PM

The New Professional Firm Tech Stack:
A Deep Dive Into the most important 2026 releases from Workiro

Live walkthrough on the top 3 releases that matter most to your firm – and what's coming next leading up to 2027:

NEW: workflows

NEW: AI assistant

NEW: TaxCalc & Xero PM integrations.

Ben Oliver Workiro's Chief Customer Officer

MD Wainwrights Accountants / Founder Engager

Andy Wainwright

Ben Oliver Workiro's Chief Customer Officer

Senior Product Manager

Rob Keynes

Ben Oliver Workiro's Chief Customer Officer

VP of Services

Alex Kowalski

Ben Oliver Workiro's Chief Customer Officer

President of Workiro

David Owen

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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've built this year to close that gap, and what's coming next.

Get an in-depth look at:

  • The thinking behind our releases: why we're 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 — document collection, approvals, sign-offs, chasing. Guidance and outcomes travel with every step, so no one's repeating instructions by email.
  • 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, we're now Xero certified.
  • What's coming next and the rest of the roadmap.
  • Live Q&A: bring your questions — David, Rob and Alex will answer them live.

If you can't join live, register to receive the recording.

Register today