Application

Professional accountancy practice with multiple staff manage emails and client documents.

Key Features

  • emails files by client and professional service files
  • integration with professional services software package
  • all documents not part of professional services software in one place

Benefits

  • email accessible to all
  • easy access to all client documents
  • reduced reliance on paper handling

Our biggest problem was client emails stuck in employees mailboxes on Outlook. There was no control or central depository for client communication via email. M-Files integrates seamlessly with Microsoft Outlook and now employees can save client emails in M-Files making it easily accessible for anyone who has security to see it.

Wynand DuplesisPartnerMoore-Stephens

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