Customer Stories

Informed Choice Independent Financial Planning

For over 30 years, Informed Choice - an award-winning firm of independent Chartered Financial Planners - has been supporting its clients with solid and reliable financial advice.

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Medical Assurance Bureau

Established almost 50 years ago, Medical Assurance Bureau started life as an independent financial advisory firm specifically for those in the medical profession. When Andy Holland took on the role of Managing Director in 2012, one of his key priorities was ensuring that the firm evolved from largely paper-based systems, into the digital age.

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RWC Corporate Benefits

Driven by a desire to digitise the business, and a need to comply with statutory requirements, RWC Corporate Benefits Ltd opted to use Virtual Cabinet for document storage - and has recently moved all files over to Workiro, a cloud-based alternative.

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Prosperia

Prosperia is not your average start-up accountancy firm. The business has an impressive client portfolio and a drive to deliver a professional, personal service. It was this commitment to service that led the business to invest in Workiro’s document management capabilities.

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Larking Gowen

Award-winning top 40 accountancy firm Larking Gowen has high standards. As part of its commitment to delivering best-in-class service to its clients, the company turned to Workiro to add new functionality to its existing digital document management processes. The result is a streamlined workflow, faster turnaround, and better collaboration.

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Socitm Advisory

Socitm Advisory share how Workiro has helped them to speed up processes more than twice over!

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Fenetti Outdoor Living

Let’s take a look at how Fenetti used Workiro to manage documents, real-time communication, tasks and signatures all from within NetSuite.

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GetBusy

Discover how GetBusy use Workiro with NetSuite to maintain robust processes and provide the strongest possible control environment for everyday work.

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Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.

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