E-Signature and Approvals

Unlimited native e-signing with a defensible audit trail. No per-envelope fees, no client logins, auto-filed.

• Audit-ready eSignatures with a timestamped certificate on every document.
• Multi-party sign-off with automatic reminders, so the chase is not a person's job.
• Initials and wet signatures anywhere in the document.
• Partner and client sign-off with clear ownership and a full approval trail.
• Password-free signing for faster, secure completion.
• Client-ready mobile signing from any device, without breaking the audit trail.
• Contextual evidence: every file, message and decision permanently linked to the signature.
• Branded signing experience.

https://www.workiro.com/?utm_button=cmp-das-2026-listing&utm_source=digitalaccountancyshow&utm_medium=referral&utm_campaign=cmp-das-2026-listing

Other 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.

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.

Workiro