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, and why more than 17,000 accounting firms trust ShareFile.

See how Accountants are using 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
Read Case Study.

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.


Learn more about ShareFile e-signature capabilities.

Create a client portal.


A client portal for accountants 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.


Learn more about ShareFile client portals.

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.


Learn More

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.


Learn More

Folder Templates

Create and replicate folder structures as new customers are added to your client portal. Need to add a new fiscal year folder to 200 client folders? Done.

ShareFile Request List

Experience a secure, client-friendly way to manage your Request and PBC Lists all in one place. As files are uploaded, the task is checked off and you’re automatically notified. This is especially useful for CPAs tracking PBC Lists during audits.

See how ShareFile Request Lists work.