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