Discover how Doxxi, powered by M-Files, saves time, guarantees compliance and ensures more focus on customers.
M-Files for Accountants – Overcome information chaos
Imagine this: you want to offer your clients the best possible service, yet you feel that there is always room for improvement. You spend hours searching for the right information in outdated systems. Manual processes are the norm, causing you to lose valuable time and make mistakes or miss deadlines.
Do you recognize this? You are not alone. Many accountants spend too much time searching for documents, checking compliance and managing administrative tasks. This is at the expense of the time they can spend serving their clients and growing their firm.
Doxxi: M-Files for Accountants – More than just document management
Doxxi is not just any document management system. It is a complete solution tailored to the needs of accountants and is built on the powerful M-Files technology. With Doxxi, you get the best of both worlds: the flexibility and power of M-Files, combined with the specific functionalities that accountants need.
Doxxi does more than just store and organize files. It offers:
- Digital signing via Penneo: Have engagement letters, annual reports and other documents signed directly digitally via Penneo. Secure, legally valid and fully integrated within Doxxi.
- Standardized organization for permanent and annual files: Doxxi offers a basic template for a structured organization of permanent and annual files, including useful naming conventions for documents. This allows you to create overview and consistency from day one.
- Customer on- and offboarding workflows: Automate and streamline customer on- and offboarding processes. From collecting the right documents to assigning responsibilities, everything runs smoothly and in a structured manner.
- Task and deadline management: Never miss another deadline thanks to integrated task management. Set reminders, assign tasks to team members and keep an eye on all deadlines from a central location.
- Accessible for a fixed monthly fee: Start using Doxxi with as few as 50 files. A scalable solution that grows with your practice.
The advantages of Doxxi, powered by M-Files
By using Doxxi, you not only transform your document management, but also optimize your entire office process. These are some of the advantages that accountants experience:
- Time savings: No more searching for documents; find them instantly thanks to M-Files’ smart metadata and search functionalities.
- Compliance guaranteed: From GDPR compliance to audit trails: Doxxi ensures you always comply with the rules, with the reliability of M-Files.
- Collaborate in the cloud: Work with your team on files in real time, wherever you are, with the flexibility of the M-Files platform.
- Focus more on clients: Spending less time on administration means more time to give your clients the attention they deserve.
Start using Doxxi today
Doxxi combines the power of the leading M-Files platform with an intuitive interface and specific features for accounting firms. With powerful integrations (such as Microsoft 365 and Penneo), Doxxi offers everything you need to work more efficiently and effectively.
Start using Doxxi today
Want to spend less time on administration and have more time for what really matters? Then make the switch to Doxxi, powered by M-Files. Whether you have a small office or a large practice, Doxxi offers a scalable solution for every budget and every need.
Contact us today and discover how easy it is to get started with Doxxi. Your documents deserve better. And so do your customers.
