Document Management For Accounting & Financial Advisors

Transform your business content and communications to enable smarter decisioning, with tax document management.

Automate processes while meeting regulatory requirements

Software for accounting firms increases productivity and client satisfaction while reducing costs and inaccuracies. Minimize the need to manually store, organize, and extract information from your business content and communications with the cloud-based platform specifically designed to meet the professional challenges faced by accountants today.

Success, no matter the sector

The best document management software for accounting organizations provides easy access to firm work products, improved visibility, and enhanced collaboration and customer service. See how iManage is helping accounting firms around the globe.


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 products 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. Manage client and engagement content and communication in integrated electronic files.

  • Enhance collaboration internally and with clients using workflows and seamless integrations.

  • Improve governance and security over critical work product. All 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.

Tax and audit professionals

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.


Other benefits of iManage’s document management software for accountants include:
  • 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 engagementregardless of size and complexity.

Consultants and advisors

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 alongside simple methods for sharing knowledge and best practices.


Our 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 files 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 professionals.

Forrester TEI study

Forrester Consulting conducted a Total Economic Impact™ (TEI) study that reveals a three-year 378% return on investment with iManage​.


Work productively

Business content and communications management tailored to how you want to work and collaborate.

Work smarter

Get more value from business content and communications with the added power of artificial intelligence.

Work securely

Your business runs on uncovering and activating high-value knowledge. Make sure you do it securely.

Let us show you how

Request a demo to let us show you how iManage can help you create a secure central place for collaboration so you can activate your knowledge with confidence.