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.

14-day free trial

Manage your projects efficiently with your team and clients

Create unified workspaces, centralize deliverables, documents, tasks, milestones, messages and discussions. Improve your productivity on each project thanks to Wimi.

One client = One dedicated workspace

Benefit from a dedicated unified workspace for each client, 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 project management

Manage tasks online, track tasks progress and move work forward. Plan and allocate your team’s efforts, always stay in control of a project’s progress.

Everything you need to work smarter

The best features you need to move work forward are in Wimi.

Unified Workspaces
Access Rights Management
Centralized Data
Secured File Sharing

Wimi Drive
Task Management
Shared Calendars
Reporting

Discussion Channels
Video Calls & Videoconferencing
Unlimited Guests
200+ Features

14-DAY TRIAL

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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.

Thibault Renier

Accountant, Wallace Associates

Thibault’s favorite features:

Unified Workspaces

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.