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.

 

Try Wimi for free

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.

Wimi for Accountants -

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.

Wimi for Accountants -

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.

Wimi for Accountants -

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.

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
  • Free Guests
  • 200+ Features

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

Thibault Renier

Accountant, Wallace Associates

THIBAULT’S FAVORITE FEATURES:

Wimi for Accountants -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 for Accountants -Wimi Disk & Offline Access

When on the go, we really appreciate the fact that we can access our documents from anywhere and offline.

Wimi for Accountants -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.

Wimi for Accountants -

Thousand of Accounting Firms use Wimi every day

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