ShareFile now part of the AICPA Member Discount Program

We know tedious administrative tasks get in the way of work at accounting firms of all sizes. In fact, a ShareFile survey showed that more than half of firms say managing time-consuming, manual administrative tasks is a leading challenge.

We have designed ShareFile to transform the way accounting pros work so they can focus on what really matters — delivering the exceptional experiences their clients expect. And we’re excited about the opportunity to bring the benefits of ShareFile to the members of the American Institute of CPAs (AICPA), the world’s largest member association representing the CPA profession.

ShareFile is now the only workflow and secure file sharing technology offered as part of the AICPA Member Discount Program and can help firms cut up to 4.25 hours off each client’s tax return prep.*

Hear from Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, the technology and business subsidiary of the AICPA, and Mike Fouts, Chief Business Officer, ShareFile, as they discuss the partnership:

A single tool to streamline your accounting workflows

ShareFile gives firms user-friendly software that can improve the security and efficiency of essential workflows. The breadth of capabilities means less app switching for employees so they can dedicate more time and energy to delivering a great client experience.

With ShareFile, firms can:

• Streamline document-heavy workflows like PBC lists and client onboarding and leverage capabilities like native e-signature with knowledge-based authentication.
• Standardize the tax prep process with a ready-to-use workflow that streamlines the entire client engagement process.
• Provide a user-friendly client portal that unifies all client requests.
• Simplify the client chase with automated reminders so you can focus on the work that matters most.

Get started with ShareFile

Hear from a customer and learn how you can get started with ShareFile on the AICPA Member Discount Program page.

*This calculation is an estimate only based on internal research using current prices and is subject to change. ShareFile is not responsible for the content, results, or accuracy of the estimate information and actual results will vary.