Thursday, June 22, 2023 | 12:00 pm EST

What’s New in ShareFile: Accounting!

Join us for a live webinar

Join us as we walk you through some of our most recent updates in ShareFile Premium with our new accounting solution for our accounting customers like you!

In this session we will cover:

  • Engagements: a new collaborative space in ShareFile to organize, digitize, and unify engagements with clients.
  • Document Request: our new request list tool that digitizes, organizes, and streamlines document request and collection workflows for your PBC list needs.
  • Automated Workflows: a new workflow builder in ShareFile that can be used to customize workflows based on specific actions and triggers.
  • Accelerated Agreements for Client Onboarding: this ready-to-use workflow streamlines and automates client onboarding agreements, such engagement letters, or other signature agreements commonly needed to begin services.


Complete the form to register for this webinar.