With documents in order and automated processes in place, you can offer services that are more convenient and more affordable.
Customer experience is everything. And most of it starts with how information is managed, as accounting firms massively rely on documents and paper. When staff is buried in manual tasks and struggle to find stuff in file cabinets, network drives, and email inboxes, what type of experience is your customer getting? We have just the solution.
We help accounting and other professional services companies manage documents and automate key business processes.
We give you a single point of access where all information about customers can be organized, safely stored, and accessed. Everything you need to deliver a memorable experience is just a click away.
With M-Files, you can standardize critical customer touch points like onboarding, KYC procedures, and contract management. Automation and consistency reduce errors and wait times, so you can reassign resources to serve your customers.
Your customers’ data is protected by encryption and flexible access permissions. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes to protect your reputation.
In this eBook, we detail how to remove the obstacles that prevent accounting firms staff from serving the customer best and how to keep operation costs under control.
We help accounting firms worldwide
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.