Sync up your Document Management System!
One of the biggest requests we get from our accounting customers during tax season is to find a way to make it easier for you to integrate your Document Management System with your ShareFile account. Finally, ShareFile has a way to integrate these systems using our new ShareFile Sync tool making it quick and easy for you to upload your client’s tax returns to their ShareFile folders directly from your DMS.
ShareFile Sync allows you to sync up folders on your desktop with folder in your ShareFile account. Any files that you save into these folders will upload directly into your account without you having to first save them to your desktop. With ShareFile Sync, you can simply “Save As” or “Print To” directly from your DMS into the folders on your desktop and these files will become available to your clients the next time it syncs up, which is every 5 minutes.
Using ShareFile Sync is a quick solution that will make it easier for you to manage your workload and ensure that your clients receive their tax returns in a timely manner through their ShareFile folders. To download ShareFile Sync, you can visit the “My Settings” link in your account under “Desktop Tools” or contact your Account Manager today to walk through ShareFile Sync in more detail.