ShareFile for Accounting
Designed for tax and accounting professionals, this solution delivers powerful technology to elevate your client experience.
Join thousands of accounting professionals using ShareFile to grow their businesses.
Enhance Your Client Experience
Customized Client Portal
Deliver a custom-branded portal where clients can engage their accountants on specific documents or tasks.
Document Request & Collection
Document Request & Collection gives you a digital, secure process to optimize Provided by Client list processes with greater efficiency.
“The new process with ShareFile saves around 15 minutes for each payroll run. That may not seem like much but multiply that by several hundred clients each month and the savings start to be become significant.
Increase Workflow Efficiency
Workflow Automation
Automate repetitive tasks, like client onboarding, for greater speed, accuracy, and efficiency with automated workflows
Unlimited E-Signature
Capture unlimited, legally binding e-signatures with IRS-required knowledge-based authentication at no extra cost.
WHITE PAPER
Powerful Features to Elevate Your Client Experience
Take a closer look at ShareFile and how the accounting-specific features support efficiency, collaboration, and growth. Download our white paper and see how you can:
- Build deeper client relationships
- Automate time-consuming processes
- Enhance client and employee collaboration
Simplify Collaboration
Secure Document Management
Use a flexible, secure platform to manage, store, and collaborate on documents internally and with clients.
Engagements
Organize document request workflows, files, and tasks by engagement to make client collaboration seamless.
Become a ShareFile Pro
Visit our library of ShareFile webinars for training on a range of topics at all experience levels.
ShareFile for Accounting FAQs
How do I Sign Up For ShareFile for Accounting?
ShareFile for Accounting is available to premium plan holders. New users can purchase a ShareFile Premium plan online
Existing standard or advanced plan holders can easily upgrade to ShareFile Premium by contacting our sales team at 800-441-3453.
How Does ShareFile for Accounting Benefit My Clients?
ShareFile for Accounting can benefit your clients in a few ways. It provides them with a centralized location for service activity. Clients only have to log into one tool to ask document-specific questions, sign documents, and view the status of a particular workflow. ShareFile features keep clients organized and accountable for pending tasks; this added visibility reduces confusion and builds trust.