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.
Enhance the bottom line
Do more with less by reducing the non-billable time spent searching for documents and automating the flow of everyday work.
Grow your client roster
Spend more time pitching new business, building client relationships and leveraging firm experts - with the right data at your team's 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.
Free Your Firm to Profit and Grow
Information management that improves the bottom line for accounting, tax, and audit firms.
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
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
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
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
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.
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.