Workiro Reviews & Product Details

I really appreciate how Workiro reliably captures all client emails and documents, making it much easier to keep everything in one place. The hot folder feature is a particular favorite of mine, as it streamlines saving tax returns and computations. The e-signature process is also a massive improvement over our previous system, since clients no longer need to remember logins—just click a link and sign. The Outlook add-in is a big time saver, automatically tracking email threads and attachments, and the ability to save individual attachments separately is extremely useful. Integration with Iris, when working, saves about 10 minutes per client by automatically creating them in Workiro. Overall, it’s a tool I can rely on every day, and it genuinely saves me time. Review collected by and hosted on G2.com.

Initially, I found Workiro a bit too minimalist, which made it hard to find things at first. It took a month or two to really get comfortable with the interface, but that was mostly down to unfamiliarity. I also didn’t realize there was a mobile app until it was mentioned, so maybe more communication about available features would help. Otherwise, I can't think of any fundamental issues. Review collected by and hosted on G2.com.

I really like that Workiro puts all our client documentation, task management, and e-signatures in one place. It saves us time by removing the need to switch between separate tools, and it's much easier to keep track of what needs to be done and what stage each client is at. The ability to communicate directly with clients in the thread, see when documents have been read, and have everything related to a task in one place has been really helpful for our workflow. The Outlook add-in is also a big time saver for filing emails and attachments directly into Workiro. Review collected by and hosted on G2.com.

The only drawback we've found is with the legacy documents imported from Smart Vault. They all have the 'imported' or 'archived' tag, which can make it a little harder to differentiate and search for older documents. Also, switching from folders to tags took some getting used to, and there was a bit of a learning curve at the start. Occasionally, the app can freeze, but overall it's manageable. Review collected by and hosted on G2.com.

Your team is wonderful to work with and the innovation to keep creating and adding more to the product help sets Workiro apart from other DMS systems. Being able to integrate into our other products has helped us streamline our processes. Review collected by and hosted on G2.com.

It is not the most user friendly for a lot of our internal staff. While it is very forward thinking and App based this can sometimes be hard for users to navigate. Review collected by and hosted on G2.com.

I love how easy it is to file bulk documents, find documents and also how easy it is to get clients to upload documents and sign without a portal set up. We have a portal if we need it in Engager, but so far its Workiro all the way. Review collected by and hosted on G2.com.

I think the setting up of the tags, I think it took me a bit of time to understand. A few integration problems with Tax calc documents is a bit frustrating, and hoping that will be resolved soon. Review collected by and hosted on G2.com.

I use Workiro as a secure document portal for signatures and secure information sharing. I feel confident that information exchange with clients remains secure, and I can see what my colleagues have already sent. I find it easy to use, and I like that it integrates with Outlook. I can save an email to a client directly into Workiro, and the entire conversation is saved. I also value its functionality and ease of use for both us and our clients. Review collected by and hosted on G2.com.

I haven't yet got to grips with the workflows, and it isn't immediately clear to me how to set them up, despite the support guide. A webinar would be helpful. Review collected by and hosted on G2.com.

I really appreciate Workiro's cost effectiveness—it’s about a third of the cost compared to Adobe Sign or DocuSign for our needs. It’s reliable, with hardly any downtime, and handles our high volume of daily contracts (about 20 per day) smoothly. The implementation was quick, the adoption was easy even for less tech-savvy team members, and the integration with NetSuite keeps our workflow organized. Review collected by and hosted on G2.com.

One ongoing frustration is the user management—if you remove a user, you can’t re-add them with the same email, which forces us to create email aliases unnecessarily. Also, only users with seats can view signed documents directly, which is a limitation compared to our previous solution. There was also some initial confusion for customers around reminders, but that worked itself out. Review collected by and hosted on G2.com.

I love how Workiro made our office go completely paperless almost overnight, letting us store every document, email, and file in one intuitive system. The threads keep everything organized and easy to find, and the search function is powerful, making it quick to locate information. The signature feature is essential for compliance, and the product keeps evolving with helpful updates based on our feedback. The support team is responsive, and the system is cost-effective for a small team, without unnecessary complexity. Review collected by and hosted on G2.com.

One thing that could be improved is the task completion workflow: the 'mark complete' process can be a bit clunky and results in too many items building up in the catch-up section, requiring too many manual clicks to clear. Also, organizing threads better for audits would help, and some features like workspaces could use clearer documentation. Review collected by and hosted on G2.com.

Ability to file emails and the trail keeps updating Review collected by and hosted on G2.com.

Remembering to use it and getting my colleagues to use it Review collected by and hosted on G2.com.

I really appreciate that Workiro eliminates the need for clients to sign up for an account just to sign documents—this has made getting signatures much easier for my less tech-savvy clients. The open API is a huge plus for me, as it lets me automate tasks and create custom workflows. The document management and retrieval features are a game changer: it’s so much easier to find signed documents or important emails compared to my previous system. The Xero integration, especially with XPM, is saving me hours each week by syncing client data automatically. Review collected by and hosted on G2.com.

One limitation is that you can’t assign multiple email addresses to a single contact, which would be useful for some of my clients. Also, some of my older clients don’t use email at all, so there’s no way around still posting documents to them. Setting up the XPM integration required some manual effort with references and there might be a few teething issues, but nothing major. Review collected by and hosted on G2.com.

Once set up easy to use and separate all your correspondence, emails calls etc. So easy to search and file docs Review collected by and hosted on G2.com.

None to date we have used it for over 12 months following trf from Virtual Cabinet Review collected by and hosted on G2.com.