Free Your Firm to Profit and Grow

Information management that improves the bottom line for accounting, tax, and audit firms.

Search

                                       

Make information easy to find and use

  • Reduce non-⁠billable time wasted by staff searching for the right folder, file, and version number
  • Ease onboarding of new employees by enabling them to quickly find the correct versions of information they need
  • Get more from your current systems when the latest client data automatically appears in all your business applications
  • Improve work quality as current master record data is consistently applied throughout your firm‚Äôs work

Automation

                                       

Optimize work with automated business workflows

  • Improve staff productivity through process automation that frees time spent finding or creating documents
  • Increase consistency and reduce errors through systems that automatically ensure your firm‚Äôs procedures are followed
  • Ensure timely completion of deliverables by immediately routing work to the right reviewers and approvers
  • Streamline and shorten audit cycles by making critical information available immediately

Compliance

                                       

Ensure compliance and confidentiality

  • Reduce risk of data leaks through easily managed permission controls based on role, level, and account assignments
  • Protect your brand from negative publicity associated with data leaks by maintaining tight information control
  • Build trust that only the right people have access to the sensitive information your team works with
  • Reduce manual processes needed for compliance, information security and auditability

Collaboration

                                       

Delight clients with an integrated collaborative workspace

  • Seamlessly manage information between your firm and clients through an intuitive information sharing experience
  • Increase client retention through instant communication, access to the right information and the ability to collaborate on the fly
  • Accelerate approvals as documents are immediately made available for reviews between firm and client
  • Avoid miscommunications by ensuring that your team and client always operate from the correct version of information
Search
Automation
Compliance
Collaboration

Accounting Leaders Endorse the M-Files Advantage

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Document Security is much simpler, more flexible, and transparent.

National Technology Director
Crowe UK
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With integrated process workflows, employees always have access to the right information. They also have full insight into projects and schedules with the added assurance of full compliance with current legislation and regulation.

Partner
FACET Accountants
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M-⁠Files has made people‚Äôs daily tasks much easier and less tedious, which means people are excited about their work; and it shows in their performance. This has created new levels of engagement and commitment.

Continuous Improvement Manager
Mitani
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Make the most of your client information and manage it efficiently.

 

For almost two decades, M-⁠Files has delivered information management solutions and accumulated a wealth of expertise around industry-⁠specific best practices. Our Client Information Management solution covers the business processes and data governance related to the management of clients, client engagements, and client confidential information. While our solution forms the foundations based on best practices, the final solutions can always be tailored to the unique requirements of your business.

Optimize your processes and reduce the risk of non-compliance

Boost productivity

Organize client information for quick discovery and reuse in different contexts and roles.

Improve quality and consistency

Support client engagement delivery with workflows, document templates, and version control.

Enforce client confidentiality

Simplify confidential client data governance with automated permissions and built-⁠in process controls.

Improve client satisfaction

Provide a superior client experience with seamless exchange of data and a collaborative workspace.

The Most Productive Accounting Firms Use M‚ÄĒFiles

EN - Stearns Bank

Stearns Bank

Stearns Bank specializes in small business lending and equipment financing. To support corporate growth, Stearns Bank turned to M-Files for a centralized, easy-to-use document management system.

EN - Crowe

Crowe UK

Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.

The M-Files Impact

Up to 270% return on investment with low cost of initial entry and fast time to value.

Enhance the bottom line

Do more with less by reducing the non-billable time spent searching for documents and by automating the flow of everyday work.

Grow your client roster

Spend more time pitching new business, building client relationships and leveraging firm experts ‚Äď with the right data at your team‚Äôs fingertips.

Reduce business risks

Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls.

Retain satisfied clients

Give clients a more engaging experience with secure real-time portals that increase transparency and accelerate turnaround.

Upgrade deliverables quality

Work quality goes up when errors from use of incorrect data are eliminated and reviews are automatically routed to your firm’s experts.

Faster, simpler implementation

Get up and running quickly to realize immediate productivity gains without having to migrate data.

Featured Resources

See M-⁠Files in Action

Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-⁠in integrations with existing applications and file systems.