Resource Center

Dos and Don'ts for Accountants


Don't wait while sending and receive large, confidential files by inefficient and unreliable email and portable drives.

Don't worry about bouncebacks when sharing large files, forms and other documents

Don't skip taking vacations while waiting to work with others on QuickBooks files, monthly statements, tax returns and other files.

Don't waste time waiting to receive or track down legally binding signatures required for verification of documents.

Don't use multiple servers and backups to keep files, forms and documents in different locations.

Don't rely on password-protected PDFs as security for your files — they don't meet federal and state regulations and can result in violations and fines.

Don't send emails with large, confidential files as attachments that lack any protection for recipients from possible hacking.

Don't make your workflow more complicated with additional software that is slow to update and difficult to install, understand and use.


Do use the ShareFile Plugin for Microsoft Outlook for simple, secure file sharing with clients right from your inbox.

Do trust in sharing client files and folders up to 100 GB in size with just a few clicks.

Do collaborate on the same document at the same time in one central and secure repository where all files are stored.

Do send documents for clients to sign instantly via email with RightSignature, an IRS-accepted e-signature solution.

Do get unlimited cloud storage so you can quickly and securely archive and retrieve items as needed.

Do protect your stored files and IP information with state-of-the-art security featuring the same encryption protocol used by the federal government.

Do encrypt email so that sensitive information continued in the email's body and its attachments complies with industry standards.

Do add an all-in-one solutiom that is easy to implement and use, integrates with existing programs and systems and needs no software downloads.

Learn more

Learn more about how ShareFile enables easy and secure file sharing for accountants and try it free for 30 days!