ShareFile Industry Advantage
Advantages
Cut Up to 4.25 Hours Off Each Client's Tax Return Prep
Modernize your firm with an AI-powered platform that automates workflows and streamlines tax engagements with e-signatures, client portals and secure file sharing.
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Fast-Track Engagements with Purpose-Built Automation
Standardize & Centralize Tax Prep
Manage the entire client process—from client onboarding to billing—in one streamlined tool.
Speed Up Document Collection
Generate PBC lists in seconds and collect client documents up to 3.5x faster with GenAI-powered automation.
Accelerate Audit Review
Extract key findings, discrepancies, and compliance issues from audit reports up to 96% faster, so you can focus on what matters most.
Simplified Client Touchpoints That Boost Satisfaction
Accelerate Onboarding
Kick off engagements quickly with automated intake forms and built-in workflows that make onboarding effortless.
Streamline Client Interactions
Get client actions done up to 32% faster with a user-friendly client portal and mobile app that includes real-time notifications, task reminders and status updates.
Secure, Compliant E-Signatures
Easily send documents for IRS-accepted e-signatures with built-in security features like Knowledge-Based Authentication.
Seamless Security that Safeguards Your Client Data
Smarter, Safer File Sharing
Stop unsecure sharing in its tracks with AI-powered link settings that recommend secure protocols—guiding staff to do the right thing, every time.
Built-in Compliance Support
Meet industry standards like AICPA SOC 2 with audit-ready tools that support your firm’s compliance needs.
Proactive Security
Reduce risk with AI-powered threat detection and automated remediation to help prevent data breaches before they happen.
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Keep Work Flowing with Essential Apps, Connectors and Third-Party Integrations
Email Plug-Ins for Microsoft Outlook and Google Workspace
Securely send and request files of any size with added protection and access policies you can control.
Microsoft 365
Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.
SalesForce
Integrated lead management to automate onboarding with ShareFile.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
Import Files from Accounting and Tax Software
Easily import files into a ShareFile tax engagement from any accounting software like CCH Axcess Tax, Drake, Lacerte, ProSeries, UltraTax, and others!
Developer API
Easily integrate with other services to build tools and services on ShareFile.
FAQs
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What is ShareFile Industry Advantage?
It’s a plan that offers businesses of all sizes industry-specific workflow technology, secure document management, e-signing capabilities and key integrations in a single software at the right price.
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Why should I choose the ShareFile Industry Advantage?
- ShareFile's Income Tax Return solution offers accounting firms effortless end-to-end client management for individual and business tax processes, from onboarding clients to signing the 8879 forms
- E-signature integration that allows you to collect legally binding signatures in minutes
- Enhanced security that reduces cybersecurity threats and supports compliance
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How much does ShareFile Industry Advantage cost?
$45.83 monthly per user or $41.67 annually per user. A 3-user minimum applies.
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I'm not a current customer. Can I try ShareFile Industry Advantage before I buy it?
Yes. You can sign up for a 30-day free trial in minutes. Try Free
Ready for Less Friction and
More Efficiency?
Create your account and start using ShareFile today.