iManage
SOLUTIONS FOR ACCOUNTING FIRMS
iManage empowers accounting firms to manage their client’s financial information efficiently and securely, while driving improved productivity and collaboration.
Benefits
Accounting and professional services firms work with proprietary and confidential client data at enterprise scale. They have sophisticated requirements for saving, sharing, and securing the documents and emails at the core of their business. They need document-centric workflows and easy access to historical context, all while ensuring regulatory compliance and auditability. Traditional content platforms often cannot meet these specific requirements, particularly around the security and governance of highly regulated content.
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iManage is relied on by each of the Big 4 accounting firms—along with more than 100 other accounting firms worldwide—to manage documents and emails more efficiently, with industry-leading security and governance protections.
Maximise productivity while empowering knowledge workers to deliver their best work
Collaborate effectively and bring teams together to co-author work and share their knowledge.
Protect information assets and reduce risk with comprehensive, industry-leading security and governance.
Create, access, edit, and share documents from anywhere, on any device, while maintaining secure oversight and compliance.
Remove data silos to transform individual knowledge into institutional knowledge that becomes best practice.
Deliver a modern and intuitive user experience that engages employees and increases adoption.
Some of the accounting clients we proudly work with
Empowering Accountants with iManage
At OIA, we know what makes accountants tick, and we know how to help them thrive. In this video, Adam Irwin from Pitcher Partners shares how iManage, delivered by OIA, has transformed the way their firm handles documents, emails, and collaboration.
With deep industry insight and a proven track record, we tailor iManage to meet the unique needs of accounting professionals, helping them boost productivity, reduce risk, and deliver exceptional client service.
Watch the video to see how we make iManage work for accountants.
A Connected Ecosystem for Accountants
iManage doesn’t work in isolation, it thrives as part of a powerful ecosystem tailored for accounting firms. Seamlessly integrating with practice management systems, workflow automation tools, document processing platforms, client portals, and e-signature solutions, iManage becomes the central hub for secure, efficient, and compliant work. Whether it's streamlining approvals, managing client communications, or ensuring documents are signed and stored correctly, iManage connects the dots so accountants can focus on delivering value. With OIA’s expertise, firms get a solution that’s not just smart, it’s built to work the way accountants do.
CASE STUDIES
​Read how we've helped accounting firms transform their operations by exploring our case studies.
ESV Business Advice & Accounting
OIA’s integration of Xero Practice Manager with iManage has eliminated double handling, and delivered a smooth, detail-driven implementation.
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Harris Black
Migrating over a million documents to iManage Work 10 in the Cloud has empowered Harris Black to deliver faster, more collaborative client service.
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RSM Australia
Thanks to iManage and OIA, RSM was able to deliver timely, expert advice to clients throughout the challenges of the COVID-19 pandemic.
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Pitcher Partners
iManage stood out with its proven technology and trusted reputation, and with OIA’s support, we knew we were getting the best of both worlds.
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