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Workiro

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Workiro is document management software for regulated professional firms, including accountants, financial advisers and insolvency practitioners. It brings together client documents, communications, workflows, approvals and e-signatures, with records tracked and filed against each client.

22 integrations Last scanned yesterdayUnclaimed listing

#PitchSlap

“Bring client documents, workflows and e-signatures together in Workiro, with an audit trail for your professional firm.”

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Connects via an automation platformWorkiroAccessATOmateCCHDrive CRMFuseDocsGlideHubSpotIntellifloIRISKloud ConnectMicrosoft OfficeMicrosoft OutlookOracle NetSuitePostworksPractice ERPProScopeSalesforceTaxCalcThomson ReutersTurnkey IPSXero Practice ManagerZapier

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Integration data is drawn from vendors' own claims and public sources. We can't always confirm whether a listed integration is a direct/native connection or only possible via a third-party automation platform like Zapier. Treat this as a starting point for your own verification.

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