Integrations
Keep the systems you already run. TaxCalc, IRIS, CCH, Digita, Xero, Sage, Microsoft 365, NetSuite and 100's more.
• Clients sync automatically, so nobody sets the same client up twice.
• File a return, set of accounts or Companies House form straight from your tax, compliance or PM system, classified against the right client.
• Emails and attachments land on the client record from Outlook and Microsoft 365.
• Workiro sits beside your practice management system. It does not replace it.
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.
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.