Workiro
About us
Workiro is document management for accounting firms.
Firms run client work across email, portals, shared drives and someone's desktop. Workiro pulls it into one place: every email, document, approval and signature captured and filed against the right client, automatically. The result is a complete client file you can produce on demand, whether that is a partner review, a client question, an HMRC enquiry or a PII renewal.
Built by the team behind Virtual Cabinet and trusted by 65,000+ professionals, has filed over a billion documents and has protected regulated firm data for over 20 years.
Unlimited native e-signing
E-signature is built into Workiro, not bolted on from a third party. Unlimited requests, no per-envelope fees, every signed document auto-filed against the client with a timestamped audit trail. Clients sign through a secure link without creating a login.
Unlimited storage
Uncapped secure cloud storage on every account. No archiving decisions, no per-gigabyte bills, no deleting last year's working papers to make room.
It plugs into the systems you already run
Workiro connects to the practice stack rather than replacing it: TaxCalc, IRIS, CCH Central, Digita, Sage, Xero, Microsoft 365 and Outlook, NetSuite and Turnkey IPS, plus no-code connection to thousands more. Clients sync automatically, documents file from your tax or accounts software in one click, and emails land on the right client record on their own.
What firms get out of it
•. Serenity Accounting: 400+ hours reclaimed a year, around 50% less practice management admin, £40k+ a year back into the business
•. Ketton Wealth: average document turnaround cut by 90%, from seven days to about an hour, and 768 hours a year off admin
•. Rachel Fowler Advisory: 100% paperless in under a month, 16 to 20 days saved a year
•. Larking Gowen, 450 staff: "Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service." Martin Bugg, Partner
•. Informed Choice: server and IT costs cut by 50%
•. Medical Assurance Bureau: migrated from their previous system over a single weekend with zero downtime
Switching
We support the full migration process with your old system live throughout.
Come and find us at the show
Products & services
Ask Claude (Workiro MCP Server)
Ask Claude where a client stands and get the answer from the client file. Copilot and ChatGPT coming next.
Integrations
Keep the systems you already run. TaxCalc, IRIS, CCH, Digita, Xero, Sage, Microsoft 365, NetSuite and 100's more.
E-Signature and Approvals
Unlimited native e-signing with a defensible audit trail. No per-envelope fees, no client logins, auto-filed.
Workflow and Task Management
Build a workflow once, run it for every client. Tasks route themselves, with the documents and context attached.
Security and Governance
Built for regulated firms that can’t afford security gaps. SOC 2, ISO 27001 and GDPR Compliant
Structured Document Management
A secure, structured complete client file ready for scrutiny: AI-assisted filing, version control and firm-wide search.
Email and Client Communication
Evidence every client conversation. Emails, attachments and secure messages captured to the right client file.
News
Every key date your clients need, through to the end of 2027.
Answer a few questions and we build an Outlook calendar you can send to your client. Make their year easier - and avoid 100 email reminders.
What 904 answers told us about the state of UK accountancy.
Most surveys ask five questions. We collected 904 from 48 UK firms at Accountex London, May 2026 — then went deeper to find what most miss.
AI-powered accountant directory
Join 5,000+ UK firms getting free, AI-matched client leads. Claim your profile in 60 seconds.
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