Your data, protected and properly organised.
Putting everything in one connected system makes it easier to control who sees what, keep a record of changes and show compliance.
Security built into how you work.
Role-based access
Staff, managers and clients only see the information relevant to them.
Record of changes
See who did what and when, across jobs, emails, documents and records.
UK data hosting
Your records are hosted in the UK, so your data stays under UK jurisdiction and data protection law.
Daily backups
Everything is backed up every day, so work is recoverable and business continuity is protected.
Secure client portal
Clients log in to see their own quotes, invoices, tasks, projects and GDPR preferences, and nothing else.
No more loose spreadsheets
Sensitive information moves out of shared files and inboxes into one controlled place.
Good enough for government. Good enough for business.
G-Cloud 15 supplier
Workbie is an approved supplier on the UK government's G-Cloud 15 framework.
GDPR
Consent, data held and client preferences recorded in one place, making GDPR requests easier to handle.
Pathway to ISO 27001 & ISO 9001
A connected system with clear processes and records helps you work towards these standards.
Controlled integrations
Connections to accounts, email and calendars are set up and managed as part of your system.
Questions about how your data is handled? See our privacy policy or ask us during your audit.