Case Study: Himmelwright, Huguley & Boles achieves a secure client portal and streamlined document workflows with M-Files

Himmelwright, Huguley & Boles - Customer Case Study

Himmelwright, Huguley & Boles, LLC (HHB) is a 30-person accounting firm in Auburn/Opelika, AL, serving municipal agencies, construction, real-estate, and nonprofits and processing thousands of tax and accounting documents monthly. The firm struggled with clients emailing documents directly to staff, leaving files unorganized, unsecured, and disconnected from its tax-prep system (CCH Axcess), creating risk of lost records and inefficient manual workflows.

HHB engaged TEAM IM to deploy a branded client portal using M-Connect and M-Files, integrated with CCH Axcess to provide secure client vaults, automated workflows and live status updates on returns. The solution improved client collaboration and audit-friendly storage, eliminated many manual steps, and cut staff search time—supporting roughly 8,000 projects a year with estimated savings of 5–10 minutes per project.

Himmelwright, Huguley & Boles

Jim Himmelwright

Partner