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.
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.
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
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.
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.
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
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.
Work smarter with M-Files
Eliminate Information & Document Chaos
Organize client and firm documents for accounting professionals so they can easily find and use them in their engagements.
Automate Processes
Automate standardized processes and improve accuracy and speed to delivery with automated document workflows across all phases of a client engagement including document creation, collaboration, and approval.
Reduce Risk of Non-Compliance
Automate your security environment based on roles, regulatory requirements and internally developed best-in-class compliance policies to protect firm and client information.
The Most Productive Accounting Firms Use M—Files
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.
RSM Hungary
Find out why RSM Hungary chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Horne
To support corporate growth, Horne turned to M-Files for a centralized, easy-to-use document management system.
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.
Save staff time
Improved searching for documents and information by 50%.
Reduce data loss
Faster filing of documents by 65%.
Decrease in manual work
Workflow efficiency increased by 70%.
Reduce business risk
Improved compliance and security that leads to automation in processing new documents and 20% time savings for auditors.
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.
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.
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.