ShareFile Enhancements That Help Accounting Firms Shift from Admin to Advisory Work

Accounting is no longer just about numbers. Today’s firms must adapt to a faster, more complex environment, with growing pressure to deliver more value to clients while managing minimal staff and business growth expectations. A recent survey revealed that 60% of accounting leaders report that their clients are occasionally disappointed due to a lack of personal engagement. The message is clear: firms need to spend less time on administrative tasks and more time creating meaningful client experiences.

That’s where the latest Progress ShareFile enhancements come in—centralizing client interactions, automating repetitive tasks and simplifying workflows. With ShareFile software, you can optimize your time and elevate your firm into a client-centric powerhouse.

Streamlined Client Management

While the accounting industry faces significant staffing shortages, productivity and efficiency are more critical than ever. The new client hub addresses this challenge head-on by providing a centralized view of client information, files, folders and projects. Whether you're managing a single client or an entire organization, ShareFile provides quick access to the details you need to move forward.

“I think the client hub is a really impressive tool—it genuinely makes things easier,” said Faisal Farah, Managing Director of Numerical CPA Professional Corporation. “Being able to see all client documents in one place and request what I need directly from there is a huge time-saver. It has the potential to be a very valuable part of our workflow.”

The client hub is currently available in an opt-in beta period for Premium plans and above. Enable this feature on your account.

Unified Client Interactions

In 2025, nearly half of accounting firms (49%) plan to expand their advisory services. Yet many report spending less time on these high-value services than they had hoped in 2024. ShareFile software can help you bridge that gap.

With the newly enhanced income tax return solution, firms can manage client engagements from start to finish all within ShareFile. Enhanced onboarding workflows enable firms to accelerate the creation of bulk engagements, accelerating service initiation for multiple clients at once.

This enhancement is now available in the income tax return solution, included with the Industry Advantage and Virtual Data Room plans.

Improved Client Response Time

Client interactions can involve tedious back-and-forth communication. According to research, 49% of accounting professionals spend 1–2 days gathering information for a typical engagement, while 36% spend 3–7 days. Even more telling, 61% describe their client interactions as mostly reactive.

Enter the new ShareFile for Clients mobile app: an app created specifically for clients’ needs. Available for both iOS and Android, this app empowers clients to stay more engaged on the go—viewing and completing tasks, uploading documents and tracking service status—all from their mobile devices. The result? A ~32% faster client response rate and engagements that are much more likely to stay on schedule

The ShareFile for Clients mobile app is now available in closed beta for Premium and above plans. To learn more about becoming an early user, view these instructions to try this app now.

Get Started with ShareFile

ShareFile software helps accounting firms boost efficiency and client service—saving up to 4.25 hours per tax engagement and extracting insights 96% faster. Do more with less and deliver smarter, faster service that sets your firm apart.

Ready to transform your firm? Start your free 30-day trial or explore the benefits of the ShareFile Industry Advantage plan today.