Fast, secure file sharing customized for your firm.

Go paperless and simplify your workflow. Quickly exchange QuickBooks files, monthly statements, tax returns and more. 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 file-sharing 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’ve earned some of our accolades (The Sleeter Group’s Awesome QuickBooks Add-On Winner and a CPA Practice Advisor Readers’ Choice Award, among others) and why more than 17,000 accounting firms trust ShareFile.

"The turnaround time on a document signature … that was probably all told a 30-minute process. Now we upload the document, and when it’s signed, it’s downloaded. It’s remarkably easy to use."

Matt Holdsworth, CPA
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Send files from your email.

Bypass file-size restrictions. Ensure message and file security. And, please, toss those thumb drives. The ShareFile Plugin for Microsoft Outlook lets you encrypt email messages, embed secure links to files to keep attachments safe and then see when the file is downloaded — all with a simple click.


See all ShareFile features for accounting professionals.

Protect your clients' data.


We’re serious about security and employ the highest technical standards — but that’s just the beginning. With customizable settings and permissions, you can control who sees what and when.


Learn more about ShareFile security and compliance.

Get signatures faster.


No need to chase people down for signatures or wait on the mail. Send documents via email. They go right back to your ShareFile account when it’s signed, and our IRS-accepted e-signature solution tells your clients exactly where to sign and what to do.


Read ShareFile + RightSignature white paper.

Give clients easier access to files.

A ShareFile client portal lets clients securely share and receive tax returns, QuickBooks files and other documents while sending all tracking info directly your way. We’ll even custom design your portal to match your website.

ShareFile tools you’ll love.

ShareFile Integrations for Accounting

ShareFile integrates with RightSignature for fast and easy e-signature. And ShareFile works with ScanSnap and more to make workflow and document management even easier for accountants.


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ShareFile Print Driver

Print PDF files from your software directly into ShareFile — stay organized and save time in one easy step.

ShareFile Mobile App

Access, share, edit and store files any time, anywhere, from any iOS, Android, Windows Phone or Blackberry smartphone or tablet.


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Folder Templates

Create and replicate folder structures across client files. Need to add a new fiscal year folder to 200 client folders? Done.

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