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Document & Email Management and Collaboration for Accounting Firms

Cloud-based document and email management software specifically designed to meet the challenges faced by accountants today minimizes the need for manual labor in document storage, extraction and collaboration. This allows firms to reduce costs and inaccuracies while increasing productivity and client satisfaction.

The best document sharing solutions for accounting firms provide easy access to firm work product, improved visibility and enhanced 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. Effectively organizing and leveraging client work product is essential to cultivate better customer relationships and deliver more responsive service. With iManage’s collaborative software and web-based document management system, accountants can:

  • Improve professional productivity at all levels of the organization by managing client and engagement content and communication in integrated electronic files
  • Enhance collaboration internally and with clients
  • Improve governance and security over critical work product in accordance with firm and client policy
  • Get more out of your data, gain new insights and automate routine cognitive tasks by leveraging the power of AI and machine learning
  • Improve client response time with anywhere-anytime access to critical information via any mobile device

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 provided by iManage’s document sharing solution for audit and tax professionals:

Source Data Quickly
It’s easy to source data 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.

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 simple methods for sharing knowledge and best practices. iManage’s leading cloud-based software allows financial consultants and advisors to:

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.
Increase 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 professional.

Explore iManage products that can help your firm work more productively, work smarter and work safer.

Work More

  • iManage Work 10

    Secure document and email management

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  • iManage Share

    Secure governed file sharing and collaboration

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  • iManage RAVN Classify

    Intelligently understand and classify organization content

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  • iManage RAVN Extract

    Automatically read, interpret, and extract key information from documents

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  • iManage RAVN Insight

    Advanced enterprise search and expertise identification

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  • iManage Security Policy Manager

    Manage global security policies at scale

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  • iManage Threat Manager

    24/7 continuous protection of sensitive data from internal and external threats

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  • iManage Records Manager

    Manage physical and electronic assets for retention and governance.

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iManage AI Solutions for Accounting Firms

iManage solutions are applications built on the iManage AI platform to solve real-world problems within accounting firms. These solutions, called robots, automate routine tasks and provide powerful information about your content, increase productivity and get more out of your data. iManage robots for accounting firms include:

  • iManage M & A Contracts Due Diligence Robot

    Automatically organize, analyze and extract key data from loan portfolios and other M & A documents

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  • iManage ISDA MA, CSA Robot

    Simple and efficient automated review for repapering ISDAs

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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
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    Discover Digital Transformation Leadership Strategies

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    iManage Records Manager Update – Featuring New Disposition Workflow

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  • Datasheet

    Work Product Management for accounting firms

    Download Datasheet
  • Webinar

    Moving to the Cloud - A Professional's Guide

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  • 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?

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  • 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

    Read Press Release