PROJECT MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS
Use a Solution that
Helps you Scale
Perform beyond your clients expectations, deliver easily and organize your work effortlessly.
Manage your missions efficiently with your team and clients
Create unified workspaces, centralize deliverables, documents, tasks, milestones, messages and discussions. Improve your productivity on each mission thanks to Wimi.
One client = One dedicated workspace
Benefit from a dedicated unified workspace for each mission, which gathers documents, deliverables, tasks, milestones and discussions. Manage access rights very easily for your team and your client.
Communicate efficiently and in real-time
Ease communication within your teams with Wimi AirTime and discussions channels. Improve collaboration with your client thanks to Wimi AirTime videoconferencing and screen-sharing features.
Welcome effortless mission management
Manage tasks online, track tasks progress and move work forward. Plan and allocate your team’s efforts, always stay in control of a mission’s progress.
Accounting documents created by our client and our firm are securely shared within a dedicated workspace in Wimi. Our clients can access to all deliverables and documents at any time.
Accountant, Wallace Associates
THIBAULT’S FAVORITE FEATURES:
We create one unified workspace for each client. This way, we can access all the information about a specific client, while giving them access to folders we need to share with them.
Wimi Disk & Offline Access
When on the go, we really appreciate the fact that we can access our documents from anywhere and offline.
Access Rights Management
It’s a real feeling of fresh air when you can securely share a folder within a project without wondering what your client could see. With Wimi, we have a complete control over our clients accesses. They enjoy the fact that we provide them with a customised “space” in the cloud where they can retrieve all documents we shared with them — as well as add documents we need.
Thousand of Accounting Firms use Wimi every day
Thousands of companies are already
using Wimi every day
Try it yourself — 14-day free trial.