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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Share, store and find client documents instantly and securely

  • Reduce unproductive time wasted by staff searching for the right folder, file, and version
  • Ease onboarding of new employees by enabling them to quickly find the correct versions of information they need
  • Easily retain, access, and aggregate data across multiple systems
  • Improve work quality as current master record data is consistently applied throughout your firm’s work
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Automate processes to reduce manual error and save time

  • 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’s 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
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Strengthen compliance and confidentiality to reduce risk

  • Reduce risk of data leaks through easily managed permission controls based on role, level, and client 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
  • Automate manual processes to ensure compliance, information security and auditability
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Leverage integrated collaborative workspaces to manage internal and external communication

  • 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 signatures and approvals as documents are immediately made available for review between firm and client
  • Avoid miscommunications by ensuring that your team and client always operate from the correct version of information

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.