Unlimited

cloud-based user access management controls

Protect your businesses' valuable and confidential information with a secure system that aligns with best practices and regulatory standards.

Book a demo See it in action

An Financial report ExCel document in Workiro

A secure report document task in Workiro

One place for security

Explore just four reasons to start using our next-gen app for access restrictions.

People with access to different documents in Workiro

An imagine depicting different user permissions for a Workiro task

Effortless security

Ease compliance worries with simple setup and automated management of your data.

Step beyond rigid folders

Control access based on the people or organisations your work relates to.

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An image depicting a document's visibility in Workiro for different people

A new task template with user permissions set to confidential

Secure collaboration

Work together on client records with role-based access levels to ensure the right people see the right data.

Adaptable data access

Easily assign and reassign access to individuals so they can view data as needed.

‍

Effortless security

Ease compliance worries with simple setup and automated management of your data.

Step beyond rigid folders

Control access based on the people or organisations your work relates to.

‍

Secure collaboration

Work together on client records with role-based access levels to ensure the right people see the right data.

Adaptable data access

Easily assign and reassign access to individuals so they can view data as needed.

‍

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.

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

“Now we can send and track twice as many candidate packs in less than half the time. It’s made my working day much more productive.”

Adam Elliott

Head of Resourcing

Socitm Advisory

FAQ’s

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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Unlimited

cloud-based user access management controls

One place for security

Effortless security

Step beyond rigid folders

Secure collaboration

Adaptable data access

Effortless security

Step beyond rigid folders

Secure collaboration

Adaptable data access

All Your Business Solutions Under One Platform

Smart document management

Seamless integration

Painless approvals

Customer-centric views

Secure correspondence

Unlimited capacity

What Workiro users say

FAQ’s

Book a discovery call

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