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.
Deliver a custom-branded portal where clients can engage their accountants on specific documents or tasks.
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.
Automate repetitive tasks, like client onboarding, for greater speed, accuracy, and efficiency with automated workflows
Capture unlimited, legally binding e-signatures with IRS-required knowledge-based authentication at no extra cost.
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:
Use a flexible, secure platform to manage, store, and collaborate on documents internally and with clients.
Organize document request workflows, files, and tasks by engagement to make client collaboration seamless.
Visit our library of ShareFile webinars for training on a range of topics at all experience levels.
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.