Store and share QuickBooks files, financial documents,
tax returns and more on any device, anywhere.
Large file transfer
Quickly share files up to 10 GB
Accountants need an easy way to organize and exchange files. ShareFile lets you easily share files and folders up to 10 GB in size with just a few clicks. Create unlimited client folders and provide clients with anytime access to only the folders you want them to see. Because you can access ShareFile from any web-enabled device, you and your clients will never deal with complicated software downloads.
Useful tools let your clients send
and receive confidential files
We make sure ShareFile works for you and your clients. With a ShareFile client portal, you can provide your clients with an easy and secure way to share and receive tax returns, QuickBooks files and other documents. Our robust reporting tools help you track client activity. We’ll even custom-design your portal to match your website and branding.
Send documents securely with ShareFile
Plugin for Microsoft Outlook
ShareFile combines the convenience of email with the security of a portal. Embed secure links to files right from your email and see when the file is downloaded. Make it easy for clients to send you files with a secure 'request a file' link. You’ll bypass file-size restrictions, ensure the security of your files and enhance accountability — all with a simple click.
No credit card required.
Start your free 30-day trial. No credit card required.
Call now to discuss feature packages and pricing that are built
for your business: 1-800-441-3453.
Citrix ShareFile + RightSignature
Now, you can securely send and receive confidential or sensitive
Learn more about RightSignature
documents for signature directly from your ShareFile account.
Matt Holdsworth, CPA, explains how his accounting firm uses ShareFile and RightSignature
to simplify and streamline their services to clients.
"The capability to send large files as well as the added security ShareFile provides have been essential to our firm."
— Patrick Dunlap, JamisonMoneyFarmer
Read the case study
ShareFile is a Sleeter Group's Awesome QuickBooks Add-on Winner and is endorsed by K2 Enterprises, Boomer Consulting, National Society of Accountants and other leading accounting and financial institutions.
Read the fact sheet
CPA Practice Advisor reviewed Citrix ShareFile for accounting in March 2013.
Read the article