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.

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.

It is easy to store documents and locate them. I like the ability to add multiple tags to a document which makes searching all the more easy.