Transform Accounting, Tax, and Audit Operations Through Metadata-⁠Driven Document Management

Give your firm a competitive edge by automating processes, enforcing information control, and improving the client experience.

Free Your Firm to Profit and Grow

Information management that improves the bottom line for accounting, tax, and audit firms.

Make information easy to find and use

Reduce non-⁠billable time wasted by staff searching for the right folder, file, and version number
Ease onboarding of new employees by enabling them to quickly find the correct versions of information they need
Get more from your current systems when the latest client data automatically appears in all your business applications
Improve work quality as current master record data is consistently applied throughout your firm’s work

See How

Search

Optimize work with automated business workflows

Improve staff productivity through process automation that frees time spent finding or creating documents
Increase consistency and reduce errors through systems that automatically ensure your firm’s procedures are followed
Ensure timely completion of deliverables by immediately routing work to the right reviewers and approvers
Streamline and shorten audit cycles by making critical information available immediately

See How

Automation

Ensure compliance and confidentiality

Reduce risk of data leaks through easily managed permission controls based on role, level, and account assignments
Protect your brand from negative publicity associated with data leaks by maintaining tight information control
Build trust that only the right people have access to the sensitive information your team works with
Reduce manual processes needed for compliance, information security and auditability

See How

Compliance

Delight clients with an integrated collaborative workspace

Seamlessly manage information between your firm and clients through an intuitive information sharing experience
Increase client retention through instant communication, access to the right information and the ability to collaborate on the fly
Accelerate approvals as documents are immediately made available for reviews between firm and client
Avoid miscommunications by ensuring that your team and client always operate from the correct version of information

See How

Automation

Compliance

Collaboration

Accounting Leaders Endorse the M-Files Advantage

Document Security is much simpler, more flexible, and transparent.

National Technology Director

Crowe UK

With integrated process workflows, employees always have access to the right information. They also have full insight into projects and schedules with the added assurance of full compliance with current legislation and regulation.

Partner

FACET Accountants

M-⁠Files has made people’s daily tasks much easier and less tedious, which means people are excited about their work; and it shows in their performance. This has created new levels of engagement and commitment.

Continuous Improvement Manager

Mitani

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.

The Most Productive Accounting Firms Use M—Files

Stearns Bank

Stearns Bank specializes in small business lending and equipment financing. To support corporate growth, Stearns Bank 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.

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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 by 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.

Featured Resources

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.

Schedule a Demo

Transform Accounting, Tax, and Audit Operations Through Metadata-⁠Driven Document Management

Free Your Firm to Profit and Grow

Information management that improves the bottom line for accounting, tax, and audit firms.

Make information easy to find and use

Search

Optimize work with automated business workflows

Automation

Ensure compliance and confidentiality

Compliance

Delight clients with an integrated collaborative workspace

Accounting Leaders Endorse the M-Files Advantage

Document Security is much simpler, more flexible, and transparent.

With integrated process workflows, employees always have access to the right information. They also have full insight into projects and schedules with the added assurance of full compliance with current legislation and regulation.

M-⁠Files has made people’s daily tasks much easier and less tedious, which means people are excited about their work; and it shows in their performance. This has created new levels of engagement and commitment.

Make the most of your client information and manage it efficiently.

Optimize your processes and reduce the risk of non-compliance

Boost productivity

Improve quality and consistency

Enforce client confidentiality

Improve client satisfaction

The Most Productive Accounting Firms Use M—Files

Stearns Bank

Crowe UK

The M-Files Impact

Enhance the bottom line

Grow your client roster

Reduce business risks

Retain satisfied clients

Upgrade deliverables quality

Faster, simpler implementation

Featured Resources

See M-⁠Files in Action

Popular Links

About M-Files

M-Files Community