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BDO Tax opts for M-Files delivered by GeONE

Tax advisor bets on intelligent information management

BDO Tax Advice has opted for M-Files as a central solution for document and information management. With M-Files, employees can save time, file creation is optimised and BDO Belastingadvies is able to serve its clients better and faster. BDO will carry out the implementation together with GeONE, specialist in optimising document and information management.

With M-Files, BDO Belastingadvies opts for a central place where client files, task processing and knowledge documents come together. Thanks to the unique metadata approach, which describes as well as links client, assignment, employees and document content, a more efficient way of working is created. Moreover, M-Files optimally supports internal processes thanks to the use of feature-rich mobile applications for all platforms.

Intelligent information management platform

Marnix Weusten, partner and Head of Knowledge Management & Tax Innovation, on choosing M-Files: "We were looking for a platform that would allow us to form a complete file with information from different sources and in different formats. Thanks to the metadata approach, it will soon be easy to create cross-sections of our information, different search entries to the same objects and all objects are linked to each other. Our knowledge documents will be accessed in the same way. Because of the automated help with metadata, users are not greatly burdened when storing documents. Full integration with Outlook is a big advantage. Because documents do not need to be migrated from the old document management system to M-Files, the implementation lead time is limited and extensive testing is not required. Also, the time employees spend searching for information is going to be drastically reduced. Thanks to M-Files, we are going to manage and leverage our information in an intelligent way. Moreover, M-Files possesses a number of Artificial Intelligence capabilities that we will make use of. All functionalities that will take our services up another level."

Thanks to years of experience, GeONE has developed efficient best practices from which BDO Tax Consultancy will now reap the benefits. Weusten is enthusiastic about the cooperation: "GeONE's approach impressed from the start. They understand our processes and working methods and have a keen sense of where our challenges lie. This shows that GeONE has experience in both our sector and in intelligent information management. The capabilities, simplicity and future-proofness of M-Files combined with GeONE's approach and knowledge will give us a big efficiency boost."

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