Security and Governance
Built for regulated firms that can’t afford security gaps. SOC 2, ISO 27001 and GDPR Compliant
• Role-based access: only the right people, least privilege by default.
• Granular file controls to lock down sensitive documents without slowing work.
• Centralised oversight of access, changes and activity across every client file.
• Immutable audit logging: every action recorded, nothing altered after the fact.
• Compliance-ready proof designed for evidence in seconds during audits, reviews and complaints.
• Backups, anomaly detection and a 24/7 incident response team.
• SOC 2, ISO 27001, Cyber Essentials and GDPR.
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.
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.
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.