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About

By embedding automation and GenAI into its core, M-Files' platform not only increases efficiencies for organizations but also empowers knowledge workers to focus on what truly matters—innovation and strategic growth. With 10 global offices, M-Files serves more than 5,000 customers in 100 countries. Experience M-Files yourself by taking our free 30-day trial. With four different trial solutions to choose from, you can explore M-Files in the way that best fits your business goals. Our General trial offers a broad introduction to M-Files and the benefits of knowledge work automation, while tailored industry trial solutions take a deeper dive into key use cases within Wealth Management, Manufacturing, and Energy & Utilities. For more information, visit www.m-files.com.

About

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies. The M-Files platform is especially suitable for knowledge workers that need to quickly find, collaborate, and process a large number of documents every day.

Audience

Accounting firms, Tax professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.2 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

M-Files
Founded: 1989
United States
www.m-files.com

Company Information

SafeSend
Founded: 2008
United States
safesend.com

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
Nuxeo

Nuxeo

Hyland Software
CCH iFirm

CCH iFirm

Wolters Kluwer
DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

Adobe Acrobat
Adobe Acrobat Sign
ArcGIS
AutoCAD
AutoCAD LT
CCH Axcess Tax
Cadcorp
ChronoScan
Docusign
Docusign Identify
GoSystem Tax RS
LCAB
Lacerte
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
OpenText CEM
SAP ERP
Salesforce
UltraTax CS

Integrations

Adobe Acrobat
Adobe Acrobat Sign
ArcGIS
AutoCAD
AutoCAD LT
CCH Axcess Tax
Cadcorp
ChronoScan
Docusign
Docusign Identify
GoSystem Tax RS
LCAB
Lacerte
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
OpenText CEM
SAP ERP
Salesforce
UltraTax CS
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