Focus on your clients

Provide digital client experiences that boost your business.

The M-Files Impact

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

Free Your Firm to Profit and Grow

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

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Organize, store, and share documents so accounting professionals can easily find what they need.

  • Intuitively organize information and save time searching and saving documents using metadata.
  • Increase staff's capacity to consume information and gain insights through harnessing the power of AI.
  • Easily retain, access, and aggregate data across multiple repositories while minimizing volume of documents due to versioning.
  • Maintain up-to-date content through system integrations with key platforms
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Standardize and automate processes to save time and connect your firm.

  • Automate document creation using templates paired with master data.
  • Use objects like engagements, documents, users, and clients to build workflows and minimize manual error across internal and external users.
  • Configure workflows easily with a no-code visual designer to cover your firms unique needs.
  • Collaborate seamlessly with integrated e-signing platforms and co-authoring with Microsoft 365.
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Protect client information and firm reputation through automated compliance controls

  • Reduce risk of data loss through automatically managed permission controls based on role, service line, engagement and more.
  • Protect your brand from negative publicity associated with data breach by maintaining robust security and access controls.
  • Build trust with clients knowing only the right people have access to sensitive information.
  • Protect your firm with automatically captured audit trails on all documents.
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Keep your firm connected across all stages of the engagement.

  • Reduce manual error by incorporating master data from your CRM like Salesforce into client documents and metadata.
  • Securely send documents through e-signing platforms like Docusign.
  • Find, access, and manage all connected data, regardless of its storage repository, through the Office 365 user interfaces.
  • Build connections with accounting tools like CCH Axcess or new systems as your tech stack grows or changes.

Accounting Leaders Endorse the M-Files Advantage

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

National Technology Director
Crowe UK

"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

"M-Files has made people's 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

 

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.

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Optimize your processes and reduce the risk of non-compliance

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.

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.