Give your customers a better experience

With documents in order and digital processes in place, you can win and retain business more easily.

Do more with less

Your customers have new demands. They want custom products and services. They want information on tap 24/7. They want choice. And to win more business, you need to be able to offer all that at a competitive price. That’s challenging when documents are all over the place and processes like client onboarding and case management are manual and lengthy. We help you with that.

M-Files for Professional Services

We help accounting, business consulting, and other professional services companies manage documents and automate key business processes.

All documents in one place

We give you a single point of access where all information about customers and engagements can be organized, safely stored, and accessed. Everything you need is just a click away.

Automate manual processes

With M-Files, processes like customer onboarding, case management, project hand-offs, are digital. Errors and wait times are reduced, and you can reassign resources to scale the business.

Work from anywhere

Whether you are at the office, at home, or at a client location, we make it easy for you to access the documents you need to do the work.

Secure your customer data

We protect your reputation through data encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes.

What our customers say

Our customer is a CPA and advisory firm serving customers across the US. They were struggling finding documents and sharing them, as they had several places to store data. With M-Files, they solved this problem and improved the customer experience. “The impact on our turnaround time, that is the ability to produce a product that we provide to customers, is big. And there is a reduced risk for our customer, as we control our documents and data so much better than we did before.”

Related Solutions

Client Document Management

Enable your staff to focus on servicing your customers, instead of having them dig for lost documents and emails.

Contract Management

From the first draft to archiving, every stage can be managed remotely and tracked for future audits.

Our Customers

We help companies worldwide work from anywhere

Keep using the tools you are familiar with

M-Files works well with most popular tools, to minimize the impact on day-to-day operations.



Make sure no contract or report is left in an inbox for no one to find.



With one click, save emails and attachments to M-Files for long-term retention.



Add a layer of information governance and collaborate with ease in MS Teams.

Will it work for your tech stack?

With integrations, add-ins, and API we are confident it will.