Workiro
14 Case Studies
A Workiro Case Study
Cantor Carnevale, a boutique accounting practice in Australia, faced significant inefficiencies in managing a high volume of annual returns for its clients. Their challenges included slow, manual document preparation that took up to three minutes per document, excessive switching between systems, and a lack of visibility into client signing status. These friction points, compounded by barriers for non-tech-savvy clients, directly impacted their turnaround times and billing speed.
By implementing Workiro, the firm streamlined its entire document process. Workiro provided a single, intuitive platform for preparing, sending, and tracking documents, which eliminated manual steps and provided clear visibility. As a result, Cantor Carnevale achieved a 25% faster payment cycle, saved 50 hours per year per accountant, and unlocked over $5,000 in annual value per accountant. Workiro also gave the team the confidence to use e-signing with all of their clients.