Tax Season Tips for Accountants
Tax season is right around the corner and we want to make sure your ShareFile account is as seamlessly integrated into your workflow as possible. There is no time to waste, so please feel free to contact us with any questions you may have to get your tax season off to a good start. In addition to some of the features that made us an Inc 500 company, as well as a Sleeter Group Awesome Add-on winner, we have introduced a few new features specific to the accounting industry.
Bulk Client & Folder Setup: Your time is already stretched. So, to save a few extra steps, we can help you create your folder structure and users in bulk. With ShareFile’s Bulk Folder Upload option, you can have all of your client users and their portals setup in a single step. Read more here.
Outlook Plug-in: The Outlook Plug-In is an easy way for all of your employees to communicate directly with clients using Microsoft Outlook. With the Outlook Plug-In, you can send files from your desktop, receive files, and even send files that are already stored in your ShareFile account. Learn more about our plug-in here.
Dynamic Folder Templates: This tool allows you to create a default set of subfolders that may be added to new or existing folders on your account to allow for easy folder structure set up when the same subfolders are frequently used. Click here to read more about this new and exciting feature.
ShareFile Desktop Sync: Like most accountants, you probably have a DMS that you use on a daily basis to manage your files. Wouldn’t it be easy if you could extract that data from your DMS into ShareFile? With ShareFile Desktop Sync, you can simply “Save As”, “Print To”, or “Export” directly from your DMS into the folders on your desktop. Get ahead of the curve and learn more about Sync here.
Consolidated Notifications: We realize that keeping up with the activity on your account is a must. However, you are far too busy to sift through hundreds of emails each day. There is a feature in the ‘My Settings’ link of your navigation bar that lets you consolidate those email notifications into a more manageable format. To get more information on this feature, visit our Knowledge Base.
Passwords in emails: As a trusted professional of your clients’ personal information, it is important to provide a high level of security. This feature will send an email to your clients with the password stripped from the email and instructing the clients to contact their accountant for their password. Please contact our support team or your account manager for further details!
Reports: With plenty of items demanding your time, we want to make it as simple as possible to monitor the activity of your ShareFile account. Our reporting tools located in the ‘Admin’ section, will keep you up to date on upload, downloads, and various other activity types. To learn more about our Reporting feature, visit our Knowledge Base
As always, we encourage you to contact us with any questions. Thanks again for choosing ShareFile and good luck with the upcoming tax season.