Document Management Can Be Taxing!
Revolutionize and simplify how your accounting firm manages information with the leading Knowledge Work Automation Platform. Automate workflows, find and organize client files and information instantly, fortify your security and compliance environment all while leveraging M-Files powered GenAI. Get connected with a scalable solution.
Knowledge Work Automation for Accounting
Organize, Store, and Share Documents Instantly for Quick Access by Your Accounting Professionals
- Intuitively organize information via drag and drop and save time searching and saving documents using metadata.
- Increase staff's capacity to consume information and gain insights through harnessing the power of M-Files GenAI - Aino.
- Easily retain, access, and aggregate data across multiple repositories while minimizing volume of documents due to versioning so you always have a single source of truth.
- Maintain up-to-date content through system integrations with key accounting platforms.
Standardize and Automate Processes to Save Time and Connect Your Firm
- Use objects like documents, engagements, employees, clients to build comprehensive workflows and minimize manual error across internal and external users.
- Configure workflows easily with a no-code visual designer to cover your accounting practices' unique needs.
- Collaborate in real time with integrated e-signing platforms and co-authoring with Microsoft 365.
- Automate document creation using templates paired with master data.
Protect Client Information and Firm Reputation Through Automated Compliance Controls
- Reduce risk of data loss through automatically managed document permission controls based on employee role, service line, engagement and more.
- 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.
- Save valuable time on document retention policies through our Auto-Records module.
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 Microsoft 365 user interfaces.
- Build connections with accounting tools like CCH Axcess or Sage as your tech stack grows or changes.
Enhance Data Security with Client Information Management
Keeping client data secure shouldn't be a constant battle. Many accounting firms struggle with secure information sharing, making access control messy and increasing risks. M-Files offers a smarter way to manage client data, ensuring only the right people have access. With advanced permissions, seamless collaboration via Hubshare, and secure document sharing, M-Files simplifies compliance and protects critical information. Watch the video to see how it can benefit your firm.
Return on Investments
Efficiency increase for workflows
Faster search for documents
The Total Economic Impact™ Of M-Files
Uncover business-critical information concealed within the Ecosystem. M-Files works with popular business applications like ERPs and CRMs, helping to improve business processes and information management.
Work Smarter With M-Files
The M-Files Impact
Up to 294% return on investment with low cost of initial entry and fast time to value.
How Successful Services Firms Use M-Files
Washington University Investment Management Company
Discover how Washington University Investment Management Company used M-Files help them move to an operating model that unified specialized investment teams by leveraging a best-of-breed document management platform for better data management and operational efficiency.
Valeo Financial Advisors
Find out how financial advisors at Valeo use M-Files to manage their client documents ensuring easy collaboration and version control across all content.
The Smarter Way to Work with Automation and AI
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.
Accounting Leaders Endorse the M-Files Advantage
"Document Security is much simpler, more flexible and transparent."
National Technology Director Crowe UK
“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 at RSM Hungary Zrt.
“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 at Himmelwright, Huguley & Boles
“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 at Horne LLP