Tax adviser focuses on intelligent information management

Utrecht, 6 November 2018 – BDO Tax Advisory has chosen M-Files as a centralised solution for document and information management. With M-Files, staff will save time, it optimises the file creation, and BDO Tax Advisory will be able to help its clients more efficiently and effectively. The implementation is carried out by BDO in collaboration with GeONE, specialists in the optimisation of document and information management.

With M-Files, BDO Tax Advisory opts for a centralised location where client files, the handling of tasks, and knowledge documents are all brought together. Thanks to the unique metadata approach, which not only describes but also combines the client, the assignment, staff, and the content of documents, creates a more efficient work method. Furthermore, M-Files supports the internal processes optimally thanks to the use of the feature-rich mobile applications for all platforms.

Intelligent information management platform

Marnix Weusten, Partner and Head of Knowledge Management & Tax Innovation, about the choice for M-Files: “We were looking for a platform which we could employ to create a complete file containing information from different sources and in different formats. With the metadata approach, it will be easy to make cross-sections of our information, we can use various search entrances to find the same objects, and all objects will be linked. Our knowledge documents can be accessed in the same way. The users will not be overly burdened when storing documents thanks to the automated support for attaching metadata. Another advantage is the complete integration with Outlook. As documents no longer have to be migrated from the old document management system to M-Files, the runtime of the implementation is limited and there is no need for extensive testing. Additionally, the time our professionals need to search for information will be significantly reduced. Thanks to M-Files, we will be managing and utilising our information in a much more intelligent way. Besides that, M-Files contains a number of Artificial Intelligence options we will use. These are all functionalities which will raise our service to the next level”.

Thanks to a long-standing experience, GeONE has developed best practices from which BDO Tax Advisory will now reap the benefits. Weusten is enthusiastic about the collaboration: “The approach by GeONE was impressive right from the start. They understand our processes and work methods and know exactly where our challenge lies. This demonstrates that GeONE is widely experienced in our sector as well as in intelligent information management. The various options, the simplicity in use, and a secure future provided by M-Files in combination with the approach and expertise of GeONE will result in a substantial increase in efficiency”.