Kloud Connect and Workiro Partner to Simplify Document Management for Accounting Firms

Sydney, Australia – October, 2025 – We’re excited to announce the Kloud Connect and Workirio integration.

By combining the power of Kloud Connect’s cloud-based practice management platform with Workirio’s award-winning AI document management, firms can now streamline client records, emails, and approvals like never before.

Simpler. Smarter. Faster.

This integration is built to help accounting firms save time, reduce admin, and focus on what matters most: their clients.

Workiro’s powerful document management capabilities complement the platform with AI auto-filing, unlimited storage and compliant e-signatures. While Kloud Connect helps firms streamline workflows, capacity planning, client management, timesheets, billing, reporting and analytics.

This powerful integration allows firms to manage documents across their practice management workflows, reducing duplication, strengthening compliance, and improving team collaboration.

Client management is at the heart of any accounting firm. It involves maintaining detailed records of client interactions, tracking client needs, and ensuring consistent communication.

Current Gaps:

• No Single Source of Truth: Disparate systems mean maintaining multiple databases; this is both time-consuming and makes it difficult to leverage cross-disciplinary opportunities
• Lack of industry-specific CRM: Many firms use separate CRM tools because their PM does not offer the right functionality. This means more software, limited integration, and limited client data view.
• Limited Data Utilisation: Without integration and context with PM, current systems rarely use data insights to enhance client relationships and service delivery.

A comprehensive client management module should integrate with all aspects of the practice management system, providing a unified view of client data and interactions and utilising data insights to enhance client engagement.

For many firms, document handling remains a hidden source of inefficiency. Emails go unfiled, versions get lost, and critical approvals sit outside the practice management system. The Kloud Connect + Workiro integration addresses these pain points directly by:

• Centralising client files – Documents, emails, and communication are automatically linked to the right client and job record in Kloud Connect.

• Simplifying compliance – Built-in version control, e-signatures, and audit trails ensure firms stay compliant without adding administrative burden.

• Streamlining collaboration – Secure sharing, annotations, and tasks help teams and clients work together seamlessly in real time.

• Eliminating duplication – Integration reduces re-entry and ensures data accuracy.

“Document management doesn’t need to be another silo,” said Dan Beck, CEO of Kloud Connect. “By integrating Workiro into Kloud Connect, we’re giving firms a smarter, simpler way to keep their documents connected to the heart of their practice. The real win is not about features, but about helping accountants spend less time managing files and more time serving clients.”

David Burke, VP Revenue & Operations ANZ at Workiro, added: “Accountants want technology that fits naturally into their day-to-day work. They didn’t study for years to chase PDFs. With this integration, we’re giving firms more billable time, less compliance stress, and the ability to grow without admin bloat.”

Workiro is award-winning AI-powered document, email, and e-signature management software. With over 1 billion documents filed and 65,000+ users worldwide, Workiro saves firms thousands of hours annually, eliminates audit stress, and unlocks predictable scaling.

Kloud Connect is an Australian cloud-based practice management platform built for mid-to-large accounting firms. With tools for workflow automation, billing, WIP management, CRM, and capacity planning, Kloud Connect provides firms with an integrated, efficient, and modern way to manage their operations.