Intelligent Document Management for Accounting Firms
Enable Growth with Accounting Document Management Technology
Accounting firms are currently facing significant challenges, including intense competition, pricing pressures, risk management, and ensuring the security of client data. Succeeding in this environment demands a strong focus on improving efficiency, reducing risk, and increasing profitability for existing services. Providing exceptional customer experience is crucial. Your teams can automate workflows, find and organize client files and information instantly, fortify your security and compliance environment all while leveraging M-Files powered Genai.
M-Files can provide assistance. As an intelligent document management solution, M-Files facilitates superior accounting document management practices to help firms tackle their most urgent issues.
By automating workflows, safeguarding sensitive data, maintaining document control, and reducing labor-intensive tasks, M-Files offers the necessary tools and capabilities for accounting firms to secure new business, retain customers, and achieve steady, sustainable growth.
See What M-Files Can Do for Accounting Companies
Bring order to your documents, move from paper to digital copies, and automate repetitive tasks.
The Challenges of Accounting Document Management
Operating in one of the most document-intensive industries, accounting firms must successfully solve several critical challenges as they seek to grow their books of business.
M-Files for Accounting Document Management
M-Files is an intelligent information management platform that can be easily configured to handle the specific needs of every accounting firm. With M-Files, workers can access information they need when they need it, no matter where it is stored or what application they’re using.
M-Files uses AI-powered technology to search for, analyze and tag documents no matter where they reside – in network storage, CRM systems, user devices or other applications, platforms or data repositories. Rather than requiring records to be migrated to a central location – a time-consuming, risky and costly project – M-Files connects these files without disturbing existing structures and provides a single view of all information within the company.
M-Files uses metadata tags to describe traits of documents such as what they contain, who created them and who needs to see them next. Workers don’t need to know where something is stored to find it – they just need to know what they are looking for. By entering information into the M-Files search bar, users can locate what they need in seconds.
The Benefits of M-Files for Accounting Document Management
Supercharge your existing systems and centralize the contracts.
How M-Files Enables Efficiency for Your Business
Discover the Power of Artificial Intelligence Capabilities
Watch videos and access resources to learn how AI can transform your knowledge work with M-Files Aino.
Featured Resources
The Smarter Way to Work with Automation and AI
Why Customers Prefer M-Files
M-Files platform connects all information points within an organization or enterprise across every platform and location. It automatically analyzes each document to place it in context, allowing users to find relevant, current, and accurate information anytime and anywhere, regardless of where it is stored or in what format.
M-Files increases the productivity of knowledge workers while delivering a seamless digital experience, strengthening collaboration, enabling business continuity, and simplifying enterprise risk management. Document-intensive tasks can be streamlined and automated to reduce human error and accelerate timelines. Additionally, M-Files employs security measures like encryption and advanced permissions to enable staff and partners to access the needed information while keeping sensitive data safe and controlled.
Thousands of organizations in more than 100 countries, including NBC Universal, OMV, SAS Institute, and TK Elevator, use M-Files to manage their business information and processes, providing their employees with a smarter way to work.
See M-Files in Action
