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Keep everyone at your firm on the same page.

Easy access to firm work product improves visibility while enhancing collaboration and customer service. See how iManage is helping accounting firms around the globe.

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Accounting Tax & Audit Professionals Consultants & Advisors

Streamline firm process and save valuable resources

Accounting firms strive to reduce costs and enhance client service, against a backdrop of increasing regulations and an explosion of content. To cultivate better customer relationships and deliver more responsive service, effectively organizing and leveraging client work product is essential. With iManage, Accounting Firms can:

  • Improve professional productivity at all levels of the organization by managing client and engagement content and communication in integrated electronic files
  • Eliminate paper and manual processes by automating the capture and categorization of paper
  • Enhance collaboration internally and with clients
  • Improve governance and security over critical work product in accordance with firm and client policy
  • Improve client response time with anywhere-anytime access to critical information via any mobile device

Download Work Product Management for Accounting Firms Datasheet

Streamline tax and audit engagements

Tax and Audit professionals face unique challenges as work product takes on increasingly diverse forms across digital platforms. iManage mitigates risk by managing the complete client file in unified, secure engagement folders. Here are some other benefits iManage provides:

Source Data Quickly
It’s easy with cloud-based client portals.
See the Whole Picture
Manage engagements in comprehensive, integrated project workspaces organized by client and engagement.
Reduce Costs, Boost Quality
Automate tax and audit review processes to ease the burden on your team and your clients.
Secure Collaboration
Work together with clients and other experts securely throughout the tax and audit engagement – regardless of size and complexity.

Download Work Product Management for Accounting Firms Datasheet

Enhance collaboration and share knowledge

Advisors in areas such as wealth management, valuation and M&A must keep abreast of fast-changing regulations and market conditions. They require easy ways of collaboration with clients and each other and easy methods for sharing knowledge and best-practices.

Manage any Engagement
Letters, proposals, emails, financial models and other project documents are saved in unified engagement files, which can be secured to the project team.
Maintain Ethical Walls
Secure individual documents, or entire project file as needed to maintain appropriate governance specific to the nature of your client engagement.
Productivity through Standardization
Templates enable best practice project templates to be reused so your firm can operate more efficiently.
Work from Anywhere
With powerful mobile and offline capabilities, iManage is built for on-the-go professionals

Download Work Product Management for Accounting Firms Datasheet

iManage Work Product Management for Accounting Firms

iManage provides an integrated solution to managing engagement files from inception until information is disposed of in accordance with policy.

iManage Work
Secure document and email management
iManage Share
Secure governed file sharing and collaboration
iManage Insight
Enterprise content search and analysis
iManage Govern
Security Policy Management, Threat Detection, Records, Archive and Electronic Communications Management

A few of our Accounting Customers

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“Our processes are now all around iManage Work. There’s little people do during the day that doesn’t involve it; it’s become central to what we’re all about”

–Adam Irwin, Chief Operating Officer, Pitcher Partners NSW

Additional Resources

View the Resource Center
  • Webinar

    iManage Records Manager Update – Featuring New Disposition Workflow

    Watch Webinar
  • Datasheet

    Work Product Management for accounting firms

    Download Datasheet
  • Webinar

    Moving to the Cloud - A Professional's Guide

    Watch Webinar
  • Whitepaper

    iManage Cloud: Modern Cloud Computing Built for Professionals

    Download Whitepaper
  • Webinar

    Solving the Filesharing Conundrum: What is the Path Forward for Professional Service Firms?

    Watch webinar
  • Case Study

    Price Bailey Improves Control of Client Files with iManage

    Download Case Study
  • Case Study

    Pitcher Partners Improves Productivity and Reduces Risk

    Download Case Study
  • Press Release November 17, 2016

    iManage Announces Availability of iManage Control Center

    Download Press Release

Meet iManage Work Product Management

Start with iManage Work for Document and Email Management.


Access it all on-premises, in the iManage cloud or both.