Focus on Your Clients
Provide digital client experiences that boost your business.
Free Your Firm to Profit and Grow
Information management that improves the bottom line for accounting, tax, and audit firms.
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.
Optimize Your Processes and Reduce the Risk of Non-Compliance
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.
Enhance Client Collaboration with Secure Information Management
Seamless collaboration and strong security are essential for managing client relationships effectively. Many organizations struggle with securely sharing information, leading to inefficiencies and increased risks. M-Files Hubshare offers a smarter way to manage and share client data, ensuring secure document collaboration with advanced permissions and controlled access. With intuitive sharing features and built-in compliance, your team can work more efficiently while safeguarding critical information. Watch the video to see how it can transform your client interactions.
How Hubshare Makes Your Digital Client Experience Shine
With Hubshare, you can build an unlimited number of hubs—collaboration areas with your clients, partners, colleagues, or other stakeholders—and customize them to your needs.
How M-Files Enables Efficiency for Your Business
See M-Files in Action
What M-Files Hubshare Customers Say
"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