Workiro
Secure document management and client workflow software for regulated professional firms.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia. It addresses the problem of documents and communications scattered across inboxes, by collecting files through a secure client portal opened via a branded link, with no client logins or app downloads, and filing everything against the client record with a timestamped, tamper-resistant audit trail.
Core capabilities include document collection with automatic reminders, client onboarding workflows, recurring work templates, approvals, unlimited eSignatures, and live collaboration on Excel, Word, PowerPoint and PDFs with full audit logs. Native mobile and tablet apps provide file access and signing on the go. Integrations connect practice tools including TaxCalc, IRIS, Xero and Microsoft 365, alongside a wider catalogue of connections for professional firms.
Workiro is aimed at regulated professions needing workflows, documentation, approvals and client communication, spanning accounting, financial advice, insolvency, auditing, legal, property, consulting and related fields. The pages describe demos as the route to pricing and mention free migration for eligible firms, but do not set out specific plans, editions or billing models.
12 alternatives to Workiro
Ranked by how well each tool replaces Workiro: shared features, audience, price and popularity.
The New AI-Powered Office Suite — Create, Edit, Convert, Collaborate - Anywhere
Covers 3 of 15 key features, has a free plan and starts cheaper.
Free plan64 out of 100 match$5.83/moConnected workspace for docs, wikis and projects
Covers 2 of 15 key features, has a free plan and starts cheaper.
Free plan63 out of 100 match$10/moKnowledge work platform for legal and professional services.
Covers 3 of 15 key features.
62 out of 100 match—AI-Driven Solutions for Faster, Smarter Document Management
Covers 6 of 15 key features.
62 out of 100 match—Cloud-based document management and client portal for accounting firms.
Covers 4 of 15 key features.
62 out of 100 match$65/mo- 62 out of 100 match—
Document and email management platform for law firms and in-house legal teams
Covers 5 of 15 key features.
61 out of 100 match—An online document tool for collaborative editing of Word, Excel and PPT files, with cloud
Covers 1 of 15 key features and has a free plan.
Free plan61 out of 100 matchFreeWhite-label client portal for secure client collaboration, document management and project
Covers 3 of 15 key features and starts cheaper.
60 out of 100 match$11/moSecure online office suite for viewing, editing and collaborating on documents
Covers 1 of 15 key features, has a free plan and is open source.
Free planOpen source60 out of 100 matchFreeTeam wiki and knowledge base from Atlassian
Covers 2 of 15 key features, has a free plan and starts cheaper.
Free plan60 out of 100 match$5.16/moOpen source collaboration suite. Made in Germany.
Covers 0 of 15 key features and is open source.
Open source59 out of 100 match$21.90/mo