Hundreds of accounting firms trust ShareFile to securely transfer files that are either too large or too confidential to send by e-mail. Whether you are dealing with QuickBooks files or sensitive documents and Excel spreadsheets, ShareFile can help you communicate with your clients easily, securely, and professionally.
Outlook Plug In
ShareFile’s Outlook Plug In replaces your unsecure email attachment with a secure link that transfers your clients’ personal information using 256-bit SSL encryption. With ShareFile’s Outlook Plug In, you can easily send and request any file up to 10GB in size with the click of a button.
User-Friendly Interface
With ShareFile you can send, receive, and store large files in seconds. ShareFile is designed to provide a clean and simple interface, intuitive functionality, and a friendly user experience. ShareFile is designed to be simple and direct for your client(s) as well.
Drive Mapping
Interact with your entire portal as any other drive on your computer or network. Now your state-of-the-art portal integrates directly into any existing tax preparation software or financial documentation. With a click of a button, client copies of tax returns are saved directly to a client’s portal folder, eliminating many administrative hours of portal management.
Perpetual Audit Trail
ShareFile’s comprehensive and customizable reporting features allow you track and audit shared and stored files and folders. Recurring access and usage reports provide a complete audit trail—all the way back to the inception of your ShareFile account—of all employee and client use. Tailored reports can even give insight into the most effective ways to optimize productivity and clearly communicate with clients.
Customer Service Above All Else
Our Mission is to raise the bar for customer service in the field of technology. A Dedicated Account Manager is available and proactively works with you to make sure your account is up and running quickly. Training is available and included with the setup at no extra cost. Plus, all of ShareFile’s world-class customer service is extended to your clients free of charge. It's no wonder that ShareFile is endorsed by accounting industry leaders such as K2 Enterprises, The Sleeter Group, and Boomer Consulting.
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