Customers Partners Contact Us Free Trial English Solutions by Industry Key Capabilities Learning Resources About M-Files SCHEDULE A DEMO Give your customers a better experience With documents in order and digital processes in place, you can win and retain business more easily. Do more with less Your customers have new demands. They want custom products and services. They want information on tap 24/7. They want choice. And to win more business, you need to be able to offer all that at a competitive price. That’s challenging when documents are all over the place and processes like client onboarding and case management are manual and lengthy. We help you with that. M-Files for Professional Services We help accounting, business consulting, and other professional services companies manage documents and automate key business processes. All documents in one place We give you a single point of access where all information about customers and engagements can be organized, safely stored, and accessed. Everything you need is just a click away. See how to manage documents with M-Files east Automate manual processes With M-Files, processes like customer onboarding, case management, project hand-offs, are digital. Errors and wait times are reduced, and you can reassign resources to scale the business. Learn about digital business processes east Work from anywhere Whether you are at the office, at home, or at a client location, we make it easy for you to access the documents you need to do the work. See how to make work from anywhere easy east Secure your customer data We protect your reputation through data encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes. Learn how M-Files ensures security and control east What our customers say Our customer is a CPA and advisory firm serving customers across the US. They were struggling finding documents and sharing them, as they had several places to store data. With M-Files, they solved this problem and improved the customer experience. “The impact on our turnaround time, that is the ability to produce a product that we provide to customers, is big. And there is a reduced risk for our customer, as we control our documents and data so much better than we did before.” Watch how Horne is using M-Files to better serve their customers east Related Solutions Accounting companies Bring order to your documents, move from paper to digital copies, and automate repetitive tasks. See what M-Files can do for accounting companies Business consulting companies Take better care of your customers and ensure you can manage cases more efficiently. See what M-Files can do for consulting companies Client Document Management Enable your staff to focus on servicing your customers, instead of having them dig for lost documents and emails. See how M-Files manages client documents Project Document Management Keep projects on track and ensure things get done by the right person at the right time. Learn how M-Files manages project documentation Our Customers We help professional services companies worldwide Keep using the tools you are familiar with M-Files works well with most popular tools, to minimize the impact on day-to-day operations. Outlook Make sure no contract or report is left in an inbox for no one to find. Learn about M-Files Outlook add-in east Gmail With one click, save emails and attachments to M-Files for long-term retention. Learn about M-Files for Google Workspace east Sharepoint Find information stored in different places directly from a SharePoint Online view. Learn about M-Files for SharePoint east Will it work for your tech stack? With integrations, add-ins, and API we are confident it will. BROWSE THE FULL LIST OF INTEGRATIONS Featured content Why Professional Services firms should ditch folders If you want to dedicate more resources to serving customers, you need to enable your staff to find information quickly and easily. Folders are no help. launch Download the whitepaper 7 Problems Professional Services Firms Have (and How to Solve Them) In this eBook, we go over the top seven problems plaguing the professional services industry. And we present a solution. launch Download the ebook Want to know more about M-Files? SCHEDULE A DEMO or contact us with questions POPULAR LINKS 2021 Gartner® Magic Quadrant™ for Content Services Platforms What is enterprise content management? Business process management Collaboration solutions Solutions by Industry Key Capabilities M-Files Editions RESOURCES Industry Reports Case Studies eBooks On-demand Webinars Press Releases Blog ABOUT M-FILES Contact us Schedule a Demo Get a Quote Careers Trust Center Privacy Policy Security Hall of Fame M-FILES COMMUNITY Customer Support Portal Partner Hub Developer Portal User Guide How-to Videos Product News Terms and Conditions © 2021 M-Files, All Rights Reserved