Workiro Logo – Virtual Cabinet 2.0
  • Solutions
    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for your own – please book a tailored demo

    Accounting

    Accounting document management overview in Workiro for regulated accounting firms

    Accounting Overview

    Accounting tax return documents stored securely in Workiro

    Engagement Letters

    Accounting client onboarding documents and workflows managed in Workiro

    Client Onboarding

    Accounting tax return documents stored securely in Workiro

    Client Portal

    Year-end accounting documents securely managed in Workiro

    Year-End Accounts

    Accounting working papers and compliance documents managed in Workiro

    Working Papers

    Accounting tax return documents stored securely in Workiro

    Annual Tax Returns

    Financial Advisers

    Financial adviser document and client overview in Workiro platform

    Adviser Overview

    Financial adviser client discovery documents managed securely in Workiro

    Client Discovery

    Financial advice proposal documents created and shared in Workiro

    Advice Approvals

    Financial adviser client engagement and document workflows in Workiro

    Client Engagement

    Insolvency

    Insolvency document management overview in Workiro for regulated firms

    Insolvency Overview

    Insolvency case onboarding documents and workflows in Workiro

    Case Onboarding

    Insolvency creditor communication documents managed in Workiro

    Case Comms

    Insolvency audit documents and compliance workflows in Workiro

    Auditing

    CUSTOMER STORY

    “Workiro does all the work for you. It’s fast, it's simple, and it's easy to use.”

    Workiro customer

    How One Firm Replaced Virtual Cabinet With One System for Documents, Clients, and eSignatures.

    Read Story

  • Platform
  • Customers
  • Integrations
  • Pricing
  • Resources

    Free resources:

    Outrank every other accountancy firm in your city

    Find your firm

    See the top problems across 48 UK accounting firms

    See the top 37 problems
    All free resources →

    Latest articles:

    See all articles

    HMRC Compliance Checks: Prison Is Now on the Table for Reckless Returns - and Accountants Are in Scope

    428,000 Missed the First MTD Deadline. HMRC Is Now Signing Them Up Without Telling You.

    The ATO Already Knows Your Clients' Numbers. What It Wants Now Is Your File.

    Illustration of a client portal for accountants opened from a secure link with no login

    Client Portal for Accountants: How to Choose One Clients Actually Use

    All articles →
  • Solutions
    Built for all regulated professional firms where client trust is non-negotiable. Some common use cases below – for yours – please book a tailored demo

    Accounting

    Accounting Overview

    Engagement Letters

    Client Onboarding

    Client Portal

    Year-End Accounts

    Working Papers

    Annual Tax Returns

    Financial Advisers

    Adviser Overview

    Client Discovery

    Advice Approvals

    Client Engagement

    Insolvency

    Insolvency Overview

    Case Onboarding

    Case Comms

    Auditing

    CUSTOMER STORY

    “Clients have been blown away, they love the simplicity.”

    A workiro customer

    How One Accounting Firm Cut Their Xero Admin Time 50%.
    Read Story

  • Platform
  • Customer Stories
  • Integrations
  • Pricing
  • Resources

    Free resources:

    Outrank every other accountancy firm in your city

    Find your firm

    See the top problems across 48 UK accounting firms

    See the top 37 problems

    All resources →

    Latest articles:

    HMRC Compliance Checks: Prison Is Now on the Table for Reckless Returns - and Accountants Are in Scope

    428,000 Missed the First MTD Deadline. HMRC Is Now Signing Them Up Without Telling You.

    The ATO Already Knows Your Clients' Numbers. What It Wants Now Is Your File.

    Illustration of a client portal for accountants opened from a secure link with no login

    Client Portal for Accountants: How to Choose One Clients Actually Use

    All articles →
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AI Principles

AI technology within GetBusy’s products has the potential to bring significant value to our customers, enabling them to leverage deep insights from the valuable content entrusted to us, significantly enhancing their productivity.

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Keeping our customers' content secure is the foundation of our business. In designing, developing and deploying our AI technologies, we apply the following principles:

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Data privacy

The privacy of our customers' data and content remains paramount. Our AI technologies adhere to the same content and information access privileges as the user. Data that is beyond a user’s access privileges will never be used by the AI technologies available to that user.

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Security

Our AI technologies will maintain our very high standards of data security and will be subject to the same rigorous security testing and auditing as our core applications.

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Transparency

We will provide clear explanations of how our AI technologies work, their benefits and limitations, the AI vendors we select and how customer data is used.

‍

Control

Customers will be able to manage their AI preferences, including whether AI capabilities are enabled for then. We will never allow customer data to be used in the training of AI models without a clear explanation and explicit approval.

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Fairness

We will strive to ensure our AI technologies are fair, unbiased and inclusive by design. We will partner only with reputable AI vendors who share our commitment to privacy, security, and ethical standards.

Accountants

OverviewClient OnboardingYear-End AccountsWorking PapersAnnual Tax ReturnsAccounting Workflows

Fin Adviser

OverviewClient DiscoveryAdvice ApprovalsClient EngagementAdviser Workflows

Insolvency

OverviewCase OnboardingCase CommsAuditingInsolvency Workflows

Resources

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CUSTOMER STORY

“Workiro is easy to use, easy to set up, and solves problems accountants have dealt with for years."

Workiro customer

How One Accounting Firm Halved Their Xero Admin Time – And Streamlined 200+ Emails A Day Into Workflows.

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Industry-leading data security, for total peace of mind

We are a listed public company; currently protecting data for many of the world’s biggest professional brands.

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