Connect TaxCalc with Workiro to keep client documents, communications and compliance records organised in one secure place.
Whether you’re saving documents, checking the latest version, or looking at a client’s activity, the integration helps you keep everything consistent and easy to find. You don’t need to change how your team works — it simply makes your existing process cleaner and more reliable.
Sync your client data from TaxCalc into Workiro so both systems stay aligned. Send documents from TaxCalc to Workiro with minimal effort, so they’re stored against the right client without relying on manual 'save as' routines. Open the Workiro client file directly from TaxCalc whenever you need it — no searching across folders or systems.
Connect TaxCalc and Workiro
Link the two systems so client records and documents can flow between them.
Sync clients and start sending documents
Once connected, client data syncs across and you can send documents to Workiro as part of your normal workflow.
Open the client file when you need it
Jump straight from TaxCalc into the relevant Workiro client file to view documents and activity in context.
.png)
Workiro is a cloud-based document management and collaboration platform designed for accountancy firms.
It helps you store, organise and track documents in a structured way, so your team can work consistently and keep a clear record of client activity.
Why firms use the integration
Most practices don’t struggle with tax or accounts production, but they do struggle with everything around it. This includes:
