The digital-first mentality is rapidly evolving the accounting landscape. Clients are expecting more modern and elevated experiences from organizations that extend beyond just delivering the expected service. In fact, 73% of people in a recent study point to client experience as an important factor in their purchasing decisions.
With this in mind, accounting firms must focus on improving the client experience to retain and attract new clients. Accounting firms can create this superior experience with ShareFile for accounting, a collaborative client experience solution built specifically for accounting organizations, showcased by Jennifer Lorenzen, the owner of LT CPAs & Company: "I don’t need to jump back and forth to email to find that client question or jump to another solution to find files, I can do that all in ShareFile."
We are excited to announce a reimagined ShareFile experience with new customized features designed for tax and accounting professionals.
Discover the top three benefits ShareFile offers accounting firms:
Firms can deliver simple, frictionless client interactions with ShareFile by consolidating client engagements to centralized, secure solution. Key functionalities that improve the client experience:
Custom-branded client portal
The ShareFile client portal is simple to use and provides a central, secure location for collaborating on sensitive documents during the entirety of the engagement.
Document request and collection NEW!
Tedious PBC workflows are arguably the most time-consuming process of client engagements. ShareFile’s new Document Request functionality makes the document collection simple, seamless, and efficient.
The graphic above displays an active Document Request in the service provider’s view in ShareFile.
"The progress bar and approval statuses in Document Request really add value for our firm as we have 200+ items in one request lists and this helps us to quickly scan what needs to completed or reviewed.” -Jennifer Hoskins, Partner, Nearman, Maynard, Vallez, CPAs"
"I really like the new document request tool. It makes PBC list process dummy-proof and it’s very intuitive. You just click and drop, which is great.” -Nina Lang, Staff Accountant, LT CPAs & Company"
As every firm knows, maintaining efficiency during services is crucial. ShareFile replaces repetitive and manual-based processes with automation to improve overall efficiency. Key functionalities that increase efficiency:
Workflow Automation NEW!
With ShareFile’s new workflow builder, Automated Workflows, you can accelerate tedious processes that improves the speed, accuracy, and experience of critical processes, like client onboarding (3:49).
The graphic above displays the run history of an Accelerated Agreement workflow for onboarding in Automated Workflows. Here you can manage and maintain visibility of the automated workflow.
From the beginning to the end of engagement, client signatures are needed every step of the way. With ShareFile, you can improve efficiency of manual, paper-based agreements with integrated e-signature.
Timely, simple, and consistent collaboration is another crucial ingredient to improving the client experience. Key functionalities that simplify collaboration:
Secure document management
Get sensitive financial data and files out of unsecure, risky email. ShareFile offers a secure environment to manage, store, and collaborate on documents.
ShareFile’s new Engagements functionality offers clients and accountants an organized and actionable space that simplifies collaboration and reduces common engagement delays
"I can accomplish all client interactions inside of the Engagements functionality now.” -Jennifer Lorenzen, Owner, LT CPAs & Company
The graphic above displays an Engagement in ShareFile. Here you can view all communications, shared files, and document requests.