SHAREFILE FOR ACCOUNTING
The secure, professional client portal for accountants and CPAs
Experience the simpler way to work. Quickly exchange QuickBooks files, monthly statements, tax returns and more in a professional client portal. Use the Request Lists feature to securely share, exchange and even track the status of your PBC (Provided by Client) lists during audits. Send forms for signature with the click of your mouse. Organize client data with templates and processes designed for accountants. We’ll even custom brand your client portal, so your clients see your logo, not ours.
Accountants were among our first customers, and we’ve continued to design ShareFile with your needs in mind. That may explain how we earned a 5 star rating from CPAPracticeAdvisor.com, and why more than 17,000 accounting firms trust ShareFile.
"ShareFile has definitely made us more efficient, and it’s made our operational processes a bit smoother, allowing us to have more time to actually do our jobs."
R. Brooks Malone III, CPA and partner, Hughes Pittman & Gupton, LLP
Send files from your email.
Protect your clients' data.
Get signatures faster.
Create a client portal.
ShareFile tools you’ll love.
ShareFile Integrations for Accounting
ShareFile Print Driver
ShareFile Mobile App