Focus on your clients
Provide digital client experiences that boost your business.
The M-Files Impact
Up to 270% return on investment with low cost of initial entry and fast time to value.
Enhance the bottom line
Do more with less by reducing the non-billable time spent searching for documents and automating the flow of everyday work.
Grow your client roster
Spend more time pitching new business, building client relationships and leveraging firm experts - with the right data at your team's fingertips.
Reduce business risks
Spend less time tracking and reporting security compliance and protect sensitive data through role-based
permission controls.
Retain satisfied clients
Give clients a more engaging experience with secure real-time portals that increase transparency and
accelerate turnaround.
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.
Free Your Firm to Profit and Grow
Information management that improves the bottom line for accounting, tax, and audit firms.
Organize, store, and share documents instantly so your accounting professionals can quickly and easily find what they need
- 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.
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.
Optimize your processes and reduce the risk of non-compliance
Boost Productivity
Organize client information for quick discovery and reuse in different contexts and roles.
Improve quality and consistency
Support client engagement delivery with workflows, document templates, and version control.
Enforce client confidentiality
Simplify confidential client data governance with automated permissions and built-in process controls.
Improve client satisfaction
Provide a superior client experience with seamless exchange of data and a collaborative workspace.
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.