Document Management Solutions for Accounting Firms
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, Access, and Act on Engagement Information Instantly Across Accounting and Tax Advisory Teams
- Intuitively organize engagement information via drag and drop, and reduce time spent searching by connecting documents, tasks, and client context in one place.
- Increase staff capacity to consume information and move work forward with AI-powered insights from M-Files Aino, delivered in the flow of engagement execution.
- Easily retain, access, and connect data across multiple repositories while maintaining a single source of truth through version control and engagement context.
- Keep information accurate and up to date through integrations with key accounting and tax systems, ensuring teams always work from the latest data.
Standardize and Automate Processes to Save Time and Connect Your Accounting and Tax Advisory Firms
- Structure engagements using connected elements such as documents, tasks, clients, and team members to reduce manual errors and improve coordination across internal and external stakeholders.
- Configure engagement workflows with a no-code visual designer to support your accounting and tax advisory processes, including task execution, reviews, and approvals.
- Collaborate in real time with integrated e-signature tools and Microsoft 365 co-authoring, keeping all work aligned within the engagement context.
- Automate document and deliverable creation using templates linked to client and engagement data, ensuring consistency across engagements.
Protect Client Information and Firm Reputation with Built-In Governance for Accounting and Tax Advisory Engagements
- Reduce risk of data loss with automatically managed access controls based on role, service line, and engagement context, ensuring the right people have access at the right time.
- Build client trust by maintaining controlled, secure access to sensitive engagement information across accounting and tax advisory work.
- Protect your firm with automatically captured audit trails across documents, tasks, and approvals, providing full visibility into engagement activity.
- Save valuable time managing retention policies with automated records controls that enforce consistency without adding administrative burden.
Keep Your Accounting and Tax Advisory Firm Connected Across Every Stage of the Engagement
- Reduce manual errors by incorporating master data from your CRM, such as Salesforce, directly into engagement documents, tasks, and client context.
- Securely share and finalize deliverables with integrated e-signature platforms like DocuSign, keeping approvals aligned within the engagement.
- Find, access, and manage connected information across systems through familiar Microsoft 365 interfaces, without switching between tools.
- Extend your ecosystem with integrations to accounting and tax platforms like CCH Axcess or Sage, ensuring your technology stack works together as your firm evolves.
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.
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Learn More About M-Files & Microsoft 365How Successful Accounting Firms Use M-Files
PKF Francis Clark
Crowe UK
See Context-First Document Management in Action
Industry Use Cases
Client Information Management
- Win and retain new clients successfully.
- Deliver client engagements smoothly.
Risk & Compliance Management
- Ensure client confidentiality and eliminate conflict of interest.
- Manage risk and enforce regulatory compliance.
Knowledge Management
- Facilitate knowledge capture and re-use.
- Accumulate intellectual capital.
See M-Files in Action
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