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Unlimited

document management for your entire business

Effortlessly store, manage, and collaborate on unlimited files - enabling your team to instantly access critical information and deliver exceptional client service anytime, anywhere.

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A file saved in enterprise cloud document storageOptions to open Word, PowerPoint and Excel documents in WorkiroA document's activity history in secure cloud document storage

One place to store all your business information

Explore just four reasons to start using our next-gen app for document storage.

A search bar with documents and related activity results beneath it
An image depicting cloud document storage options for sharing and editing

One central hub for all your information

  • Store unlimited documents, emails, and communications without ever worrying about space
  • No more time wasted searching across multiple systems
  • Maintain a complete client history with every interaction at your fingertips
  • Import documents easily via drag & drop, import, or direct save from Office apps

Work without boundaries, serve clients anytime

  • Access your entire document library from desktop or mobile devices
  • Complete time-sensitive work wherever you are, whenever you need
  • Collaborate seamlessly with team members and clients, regardless of location
  • Edit documents directly in Word, Excel, or PowerPoint without leaving Workiro
An image depicting the activity history attached to a Word document
An image depicting recent activity on a document with the ability to revert to a previous version

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Effortless compliance and version control

  • Ensure compliance with automatic version control and comprehensive audit trails
  • Protect document integrity and sensitive client information with bank-grade security
  • Easily track all document activity and restore previous versions when needed
  • Simplify risk management with a complete, secure document history

One central hub for all your information

  • Store unlimited documents, emails, and communications without ever worrying about space
  • No more time wasted searching across multiple systems
  • Maintain a complete client history with every interaction at your fingertips
  • Import documents easily via drag & drop, import, or direct save from Office apps
A search bar with documents and related activity results beneath it

Work without boundaries, serve clients anytime

  • Access your entire document library from desktop or mobile devices
  • Complete time-sensitive work wherever you are, whenever you need
  • Collaborate seamlessly with team members and clients, regardless of location
  • Edit documents directly in Word, Excel, or PowerPoint without leaving Workiro
An image depicting cloud document storage options for sharing and editing

Find what you need in seconds

  • Use advanced search and retrieval tools to quickly locate any document or communication
  • Apply smart filters to cut through the noise and pinpoint exactly what you need
  • Retrieve relevant information in seconds, enhancing your responsiveness to clients
  • Structured filing rules by Client, Project, and more for intuitive navigation
An image depicting the activity history attached to a Word document

Effortless compliance and version control

  • Ensure compliance with automatic version control and comprehensive audit trails
  • Protect document integrity and sensitive client information with bank-grade security
  • Easily track all document activity and restore previous versions when needed
  • Simplify risk management with a complete, secure document history
An image depicting recent activity on a document with the ability to revert to a previous version

All Your Business Solutions Under One Platform

Smart document management

A modern, cloud-based solution for total document management. Capture, store and share valuable information in multiple file formats

Seamless integration

Unify business information across the world’s leading platforms, including NetSuite*, Microsoft 365**, Outlook and specialist ERP software.

Painless approvals

Request, track and store approvals including Electronic Signatures. Automatically file signed Contracts, Heads of Agreement, Letters and Instructions, and directly link them to applicable documentation

Customer-centric views

Remove the limitations of inflexible, out-dated folder-based systems. Tag and organise valuable information and allocate tasks with a focus on clients, their projects and their objectives.

Secure correspondence

Capture pertinent emails and attachments automatically and append them to specific live projects. Use Workiro’s secure, in-app chat function to collaborate with and update in-house and external stakeholders.

Unlimited capacity

Enjoy uncapped, secure cloud storage for documents. Request and store any number of electronic signatures.

What Workiro users say

"A really effective tool for storing and sharing documents with clients."

Vicky

Accounting

Book a discovery call

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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