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, 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.
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
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.
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