Mitigate compliance risk, retain top talent, wow big clients, and outgrow your competition—
by managing all client information from one single place and leading the way into the future of digital collaboration.
“Security is much simpler to manage but much more flexible and transparent.”
~ Ian Norman
National Technology Director
“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.”
~ Cor van Marle
“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.”
~ Elyse Mitani
Continuous Improvement Manager
No more hunting through folders, network drives, and emails or relying on colleagues’ tribal knowledge. All client information can be accessed and managed from one single place… with exactly what you need served right to you
> no matter where it is
> no matter where you are
Boost client loyalty, ensure client retention, and mitigate risk with a customized and branded client collaboration portal that is secure, compliant, intuitive, and sophisticated.
From new client due diligence and onboarding to engagement planning, risk assessment, field work, review, reporting, and monitoring, our tax & audit firm clients are reducing errors, increasing billable utilization, and delivering client work product faster than the competition.
Easily find and share the right version of the right document, even if it’s in the permanent file.
Reduce risk of potential sanctions, fines, and bad press with deeply customizable and automated file permissions.
Automate review, approval, and signature process workflows.
Consistently provide clear, secure, ongoing communication and collaboration with clients, engagement team, & support staff.
Expedite key document collection, storage, and retrieval processes with a centralized, fully-integrated platform.
Streamline secure information access from anywhere.
With complete visibility and control over fully connected information systems, and an agile approach to implementation and adoption, you can guarantee security, compliance, and ROI in weeks, not months.
Increase employee efficiency & retention—and reduce operational waste—by serving staff exactly the information they need to deliver high value billable work fast, and automate the rest.
Win new, reputable, influential clients by demonstrating superior information security and compliance practices—flexible for a changing regulatory landscape—alongside an industry-leading digital collaboration platform with a full audit trail.
M-Files works well with most popular tools to minimize the impact on day-to-day operations.
Make sure no important piece of client correspondence is left in an inbox for no one to find.
With one click, save emails and attachments to M-Files for long-term retention.
Find information stored in different places directly from a SharePoint online view.
If you want to dedicate more resources to serving customers, you need to enable your staff to find information quickly and easily. Folders are no help.
In this eBook, we go over the four key challenges for accounting firms when it comes to digitally transform their business.
Learn why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Learn about HORNE’s digital transformation from CIO Dave Bufkin, who helped HORNE eliminate silos, reduce client risk, and create a smoother and faster turnaround process for their tax group.
We help accounting firms worldwide