Citrix ShareFile for Accounting

Citrix ShareFile for Accounting

Provide your firm and your clients with an easier way to tackle tax season. Citrix ShareFile provides easy-to-use file sharing and access that’s as secure as it is simple. It’s your all-in-one solution that offers a central place to store, back up, sync, send and receive large and confidential data as well as collaborate while complying with industry standards to let you work more efficiently.

And to save you even more time, Citrix ShareFile comes with built-in IRS-accepted e-signature, so you can stop chasing clients to get forms (including those 8879s) signed and finalized. With ShareFile, you and your clients can do it all in seconds! Here are all the ShareFile features accountants use to securely share, sign and access files and save time and money.

Security and compliance
State-of-the-art storage
Keep your data safe using SSAE 16 Type II certified datacenters, proven and trusted cloud infrastructure.
File encryption
Protect files during transfer with SSL/TLS encryption protocols and in storage using AES 256-bit encryption.
Multi-factor authentication
Add layers to how you safeguard data with two-step verification methods, such as form and token-based authentication as well as SMS, voice and backup codes for account entry.
Activity tracking
Use workflow audit trails, configurable permissions and intuitive reporting tools to get insight into and control over who is accessing data and how often.
Benefits of the cloud
Large file transfer
Easily share files and folders up to 100 GB in size whether you are in the office or out in the field with just a few clicks.
Two-way exchange
Request files from clients and others and allow them to securely send you files of any size electronically.
Anytime access
Access QuickBooks files, monthly statements, tax returns and other files from anywhere, on any device 24/7.
No complicated downloads
Access ShareFile from any web browser on any device, and offer clients and others a simple way to access files with no software downloads, usernames or passwords required.
File versioning
Keep track of changes to files in your account and access older versions of files as needed.
Virtually unlimited cloud storage
Put as many files, forms and client documents in your account as you need - with ShareFile, you get unlimited space in the cloud to store data.
Client portal
Give clients a way to access previous year's tax returns or other files in a secure login space right on your website.
File drop
Include a space on your website where clients can upload new forms and other documents right to your ShareFile account
Full-text search
Search every file and folder in your ShareFile account by any keyword for a simpler way to find and access.
Desktop Tools
ShareFile Sync
Sync all of your files, and all of your firm's files, automatically to the cloud and across devices, so everyone has the most up-to-date information.
File check-in/check-out
Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates and for how long.
Print to ShareFile
Pull files directly from QuickBooks or any other software into ShareFile without having to download data to an unsecure local device.
Desktop app
Find and store files faster with our desktop app, featuring file drag and drop, and file sending and requesting without needing to log in to a web browser.
Plugin for Microsoft Outlook
Encrypted email
Protect the body of an email to communicate securely with clients and co-workers - they can respond with an encrypted email even if they aren't ShareFile customers.
Encrypted attachments
Replace email attachments with secure ShareFile links to files up to 100 GB in size
Added protection
Use email in a way that keeps your files safe with the added protection of SSL/TLS encryption protocols and up to AES 256-bit encryption on your emails and attachments.
Request files
Give clients and others an easy way to send you files securely - you can include a secure link in your email that allows them to upload files directly to your ShareFile account.
Tracking and reporting
Customized user permissions
Give clients and others access to only the files you want them to see - so each client can securely view files without seeing anything else in your ShareFile account.
Control and visibility
Determine how long files are available for download and know the moment someone downloads a file you sent for easier tracking of your data.
Track account activity
Use workflow audit trails, configurable permissions and intuitive reporting tools to get insight into and control over who is accessing data and how often.
Email notifications
Receive reports on permissions or account usage so you always know the moment data is downloaded from or uploaded to your account.
Simple admin controls
Know that security doesn't have to be complicated - our robust security settings come in a user-friendly interface designed with you and your firm in mind.
Customer care and support
Unlimited customer support
Get as much support as you need, whenever you need it - the ShareFile customer care team is always available and eager to help by phone or email.
24/7 assistance
Contact our U.S.-based customer care team anytime 24/7.
Personalized training and onboarding
Set up personalized training for your and your staff, so everyone feels comfortable using and securely sharing with ShareFile.
Get instant help online
Ask the ShareFile community support forum or search thousands of support articles in the ShareFile Knowledge Base for instant help with common ShareFile issues or questions.
Custom branding
Make your ShareFile account match your website and logo - we'll custom brand your portal free of charge.
Professional integrations
Scan to ShareFile
Scan printed client files directly to ShareFile on any Fujitsu ScanSnap scanner to reduce the amount of paper and wasted time in your office.
QuickBooks Online integration
Easily link documents you have in QuickBooks Online with your ShareFile account to improve efficiency - you can even share files directly from QuickBooks for even more time savings.
Simple e-signature
Get tax returns, 8879s and other forms signed faster with secure, IRS-accepted e-signature from RightSignature directly in your ShareFile account.

Contact us

To learn more about ShareFile, call us at 1-800-441-3453 or visit the ShareFile for Accounting page.

Ready to try ShareFile? It's free for 30 days. No credit card required.

Related Information