With ShareFile, you can accelerate client engagements through purpose-built solutions that include individual and business tax templates, automated engagement letter and onboarding workflows, digital document request lists, and more. With greater visibility into the status of every engagement, you can confidently keep your clients informed and your workflows on track.
ShareFile helps you deliver exceptional client experiences and improves the security and efficiency of your firm’s essential workflows. ShareFile is the only workflow and secure file sharing technology offered as part of the AICPA Member Discount Program and can help you deliver the exceptional experiences clients expect by:
Complete the form and use code AICPA2025 when you speak to our team to receive this exclusive offer on ShareFile Industry Advantage. See terms & conditions for details.
*Terms & Conditions: To receive 10 off the ShareFile Industry Advantage plan please complete the form and use code AICPA2025 when you speak to our team The 10 discount is for new customers who are current AICPA members purchasing the ShareFile Industry Advantage plan and applies for the initial subscription term Members must purchase a minimum of three 3 user licenses billed annually to be eligible This offer is valid from 21525 to 113025 and cannot be combined with any other offer Progress reserves the right to modify or cancel this promotion at any time without notice.
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