Workiro - 2026 Pricing, Features, Reviews & Alternatives

Workiro is cloud document management built for accounting firms and other regulated professional practices.

Most firms run client work across inboxes, shared drives, a separate eSignature tool and a portal clients forget the password to. Workiro brings it together on one complete client file - every email, document, approval and signature, structured and traceable.

What you can do with Workiro:

- File client emails straight from Outlook, so correspondence never lives in one person's inbox

- Send documents for eSignature with unlimited signing included - no per-envelope fees

- Share and collect files through secure client links - clients upload and sign without creating a login

- Run repeatable workflows for tax returns, accounts and onboarding, with clear owners and due dates

- See a full audit trail across documents and conversations - who did what, and when

- Connect the tools your firm already uses, including Xero, TaxCalc, IRIS, CCH, Sage and Microsoft 365

Built for firms where the file matters. When HMRC, a regulator or a client asks what happened, the answer is already on the file - recorded, filed and easy to find.

Switching is low-risk. Our team migrates your data while your existing system stays live, so there's no downtime mid-season.

Workiro is the next generation of Virtual Cabinet, from GetBusy plc - a listed company that has protected regulated firms' data for more than 25 years.