Document management for Accountants

All your documents in 1 place

Permanent and annual files

Our solution is standard delivered with a customer file, consisting of the permanent file and the annual file. This model can serve as a guide and can be freely adapted according to the wishes of the office. 

The use of a clear and uniformly elaborated client file promotes transparency and simplifies the management and follow-up of the file within the office or possibly when the file is transferred. 

Full text search

During the drafting process, drafts are version controlled. Microsoft Office and Office 365 integration fosters collaboration.your internal work is finished.  You only need to get your document signed.  

Automated workflows streamline common business processes, allow multi-step reviews and internal approvals — like contract approvals, controlled content, and invoicing — so you can stay productive and ensure compliance.  

M-Files automatically sends a notification when there’s a task that needs to be handled.

All your internal work is finished.  You only need to get your document signed.

You can sign the contract in a legal and accountable way directly from the M-Files document management system using the integration with Signhere.

All parties involved sign via mail, SMS, itsme® or .beID on a device of their choice.

 

Electronically sign contracts and mission letters

The digitally signed document is then automatically uploaded  and contains all the changes made in the change history. 

Afterwards you’ll be able to retrieve them at any time using full-text search, including a detailed log of all the stages of work carried out on the contract. The digitally signed document is then automatically uploaded  and contains all the changes made in a change history. 

All your internal work is finished.  You only need to get your document signed.

You can sign the contract in a legal and accountable way directly from the M-Files document management system using the integration with Signhere.

All parties involved sign via mail, SMS, itsme® or .beID on a device of their choice.

 

The advantages at a glance

Visibility

M-Files unifies customer and customer data into a unified view to make sure that everyone collaborates on the same version.

Search & Find

M-Files helps you find the right documents instantly by typing words in the search box.  Dynamically view documents in any hierarchical structure you choose.

Control

M-Files maintains a full audit history and version control. Automatic permissions ensure that only authorized users have access to the data. 

Manage

Documents are indexed with key metadata such as clients,  type of document, or properties to help organize content dynamically

Efficiency

By eliminating manual processes and centralizing your document repository you gain greater control and improve process and workflow efficiency. 

Compliance

Automate manual renewal and archival process.  Milestones, obligations and issues are managed with automated assignments and notifications.

Do you have questions or want to speak to a specialist ?

Do not hesitate and contact us today !

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