Document management can be taxing.

Bring your firm into the future with the leading knowledge work automation platform. Beat the status quo using an end-to-end document management system and get connected with a scalable solution.

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Document management can be taxing.

Bring your firm into the future with the leading knowledge work automation platform. Beat the status quo using an end-to-end document management system and get connected with a scalable solution.

Free your firm to scale and grow

Information management that keeps your firm connected and increases speed to delivery.

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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

"We’re able to actually know the state of the return, whether it’s been accepted by the IRS or not. And then that actually pushes us to a different state in our workflow. So, we can manage that through M-Files and not actually have to go to the tax software itself."

Jim Himmelwright
Partner, Himmelwright, Huguley & Boles

Click here to see Case Study

"Initially, some employees who had been using paperbased accounting for years worried that working from M-Files would be inconvenient. However, the solution’s flexibility and user-friendly interface quickly turned resistance into enthusiastic support."

Miklós Héhn
Partner, Deputy CEO, RSM Hungary Zrt.

Click here to see Case Study

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

National Technology Director
Crowe UK

Click here to see Case Study

"There's a reduce in the risk that our clients are having to take on because we now control those documents and that data so much better than we did before."

Dave Bufkin
CIO, Horne LLP

Click here to see Case Study

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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Work smarter with M-Files

The Most Productive Accounting Firms Use M—Files

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Himmelwright, Huguley & Boles

Learn how Himmelwright, Huguley & Boles a US based accounting firm used M-Files to manage their documents end-to-end through system integrations and more.

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RSM Hungary

Find out why RSM Hungary chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.

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Horne

To support corporate growth, Horne turned to M-Files for a centralized, easy-to-use document management system.

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Crowe UK

Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.

The M-Files Impact

Up to 294% return on investment with low cost of initial entry and fast time to value.

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.

Learn More

More Resources

Visit the M-Files Resource Hub — where we share our decades of expertise with you and the business community.

Check out our resources for tons of actionable takeaways.

Website-Image-More-Resources-518x330-1

Learn More

More Resources

Visit the M-Files Resource Hub — where we share our decades of expertise with you and the business community.

Check out our resources for tons of actionable takeaways.

Website-Image-More-Resources-518x330-1