https://www.sharefile.com/product-feature/dedicated-collaboration-spaces ShareFile's AI-powered Document Assistant ShareFile users can instantly analyze large documents, extracting key insights with a single click or query. ShareFile's AI document assistant is one tool for extracting insights that provides precise answers from a document to exact questions to help shortcut for what the user needs. ➡️ Read more about the AI Doc Assistant here: https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/ai-doc-qa --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #sharefile #AI #documentworkflow 2025-07-08T12:12:21Z https://i.ytimg.com/vi/GFio4vIoYP8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/GFio4vIoYP8 ShareFile's AI-powered Document Assistant ShareFile users can instantly analyze large documents, extracting key insights with a single click or query. ShareFile's AI document assistant is one tool for extracting insights that provides precise answers from a document to exact questions to help shortcut for what the user needs. ➡️ Read more about the AI Doc Assistant here: https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/ai-doc-qa --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #sharefile #AI #documentworkflow 2025-07-08T12:12:21Z https://i.ytimg.com/vi/GFio4vIoYP8/maxresdefault.jpg https://www.youtube.com/embed/GFio4vIoYP8 https://www.sharefile.com/product-feature/ai-driven-workflows AI-Driven Workflows with Progress ShareFIle Growing your business shouldn't mean growing your overhead. Growth should be seamless with AI-driven workflows built for the way you work. Progress ShareFile AI-powered document sharing, e-signing and workflows. 🔗 Get started here: https://www.sharefile.com/product-feature/ai-driven-workflows #ShareFile #AI #Workflow 2025-10-28T12:45:19Z https://i.ytimg.com/vi/Y9S7tbfwbxI/maxresdefault.jpg https://www.youtube.com/embed/Y9S7tbfwbxI https://www.sharefile.com/small-business What can ShareFile do for small businesses? ShareFile offers the simplicity, security, and seamless collaboration small businesses need to deliver an exceptional client experience. www.sharefile.com 2024-10-15T18:20:39Z https://i.ytimg.com/vi/MHB4IKcWtT0/maxresdefault.jpg https://www.youtube-nocookie.com/embed/MHB4IKcWtT0 What can ShareFile do for small businesses? ShareFile offers the simplicity, security, and seamless collaboration small businesses need to deliver an exceptional client experience. www.sharefile.com 2024-10-15T18:20:39Z https://i.ytimg.com/vi/MHB4IKcWtT0/maxresdefault.jpg https://www.youtube.com/embed/MHB4IKcWtT0 https://www.sharefile.com/product-feature/data-access-and-control Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W8FvyhePIqw Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube.com/embed/W8FvyhePIqw https://www.sharefile.com/training How to upload a file to ShareFile! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-09-07T13:31:06Z https://i.ytimg.com/vi/YKz508ojE-A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/YKz508ojE-A How to request a file using ShareFile! This video will show you how to request a file via a "get-a-link" in ShareFile! 2023-08-02T21:31:57Z https://i.ytimg.com/vi/aIuSpYneIPo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/aIuSpYneIPo I was sent a file via ShareFile, now what?! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-09-07T16:11:03Z https://i.ytimg.com/vi/BGzgLrBIPU8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/BGzgLrBIPU8 How to share a file via a link! This video will show you how to share a file via a link in ShareFile — after all we have a company name to live up to! 2023-07-25T13:35:25Z https://i.ytimg.com/vi/cZGqic_Ku0A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/cZGqic_Ku0A How to add employee users! In this video you'll learn how to create a new employee user. To learn more click on this link: https://docs.sharefile.com/en-us/sharefile/configure/people-settings/people.html#manage-users-home 2023-08-18T21:36:19Z https://i.ytimg.com/vi/VJf6NNMcGO8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/VJf6NNMcGO8 How to add client users! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-08-25T22:29:29Z https://i.ytimg.com/vi/CMelmLGgRjA/maxresdefault.jpg https://www.youtube-nocookie.com/embed/CMelmLGgRjA ShareFile Webinar: Get Started and Learn the Fundamentals! Topics covered: •How-to access your ShareFile instance •Understanding your dashboard and navigating the interface •Let’s get to sharing and requesting files! •Managing your shares and your inbox •Managing folder access – setting user access and permissions •Changing personal settings with-in ShareFile •ShareFile Apps (Desktop, Outlook, and Mobile) 2023-03-29T16:52:44Z https://i.ytimg.com/vi/NZIr48pXUIU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/NZIr48pXUIU How to Find the Files Your Clients Send You and More! Topics covered in this video: File Box -What is the File Box? -File Box use cases Inbox and Sent Messages - Accessing specific users content and share links Folder Invitations - Invite users to sign up for access to a folder on your account Folder Templates - Create a default set of subfolders that can be added to new or existing folders Reporting - How to run a report - How to setup a recurring report - Types of ShareFile Reports And more! 2023-07-27T22:15:02Z https://i.ytimg.com/vi/W2NH8IjQ_70/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W2NH8IjQ_70 Become proficient at user and file management with a dash of collaboration! During this webinar, we explore the strategies and best practices for managing folders, files, and individuals within a shared environment. Learn how to assign appropriate roles and permissions, delegate responsibilities, and foster a culture of accountability to optimize productivity. Discover how to leverage user management features to streamline collaboration, ensuring the right people have access to the right information at the right time. 2023-05-26T13:15:06Z https://i.ytimg.com/vi/zzW5c9wD8hI/maxresdefault.jpg https://www.youtube-nocookie.com/embed/zzW5c9wD8hI ShareFile Experts Webinar: Are Your Emails Secure? Music by Joystock - https://www.joystock.org 2023-03-17T18:00:27Z https://i.ytimg.com/vi/ccSem024NFo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/ccSem024NFo The Next Generation of ShareFile Co-editing Webinar! We cover: -Increased file sizes now available for editing -Creating shareable links directly from an editing session -Enabling "Add a Place" in your local Office applications -Transition from web app editing to local desktop editing  -Open a ShareFile file right from your local Office application -Use ShareFile for Windows to enter an edit session seamlessly 2023-08-10T23:00:08Z https://i.ytimg.com/vi/CrEvMMHV_Ao/maxresdefault.jpg https://www.youtube-nocookie.com/embed/CrEvMMHV_Ao ShareFile Webinar: Edit Company Branding! Make your account feel like you! Learn custom branding tips and tricks from ShareFile branding experts! Music by Joystock - https://www.joystock.org 2023-04-10T13:00:28Z https://i.ytimg.com/vi/QbwmkbbW8vM/maxresdefault.jpg https://www.youtube-nocookie.com/embed/QbwmkbbW8vM ShareFile: How to use Citrix Files for Windows Take your ShareFile-ing to the next level with Citrix Files for Windows. Have easy access to all your files in ShareFile directly from your Windows Explorer. Work on a document and save it directly to ShareFile so your clients can easily view or download. Right click on files and quickly get a link. Learn more here - https://support.citrix.com/article/CTX228273/install-and-use-citrix-files-for-windows Music: Verão by Shane Ivers | https://www.silvermansound.com 2022-09-21T19:44:24Z https://i.ytimg.com/vi/NFSJA8iG1Bg/maxresdefault.jpg https://www.youtube-nocookie.com/embed/NFSJA8iG1Bg ShareFile: Getting Started with e-signatures Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2022-05-05T03:38:37Z https://i.ytimg.com/vi/5ZtuU9lG-WQ/maxresdefault.jpg https://www.youtube-nocookie.com/embed/5ZtuU9lG-WQ https://www.sharefile.com/product-feature/custom-workflow-automation Streamline your client emails! Save valuable time and focus on what truly matters – providing exceptional service to your clients. Sharefile's new email action is the ultimate solution to enhance your workflow. Watch our demo to see how personalized welcome emails are effortlessly sent to clients fostering better client relationships and trust. 2023-08-21T17:51:25Z https://i.ytimg.com/vi/IEQIls21L2U/maxresdefault.jpg https://www.youtube-nocookie.com/embed/IEQIls21L2U Streamline your client emails! Save valuable time and focus on what truly matters – providing exceptional service to your clients. Sharefile's new email action is the ultimate solution to enhance your workflow. Watch our demo to see how personalized welcome emails are effortlessly sent to clients fostering better client relationships and trust. 2023-08-21T17:51:25Z https://i.ytimg.com/vi/IEQIls21L2U/maxresdefault.jpg https://www.youtube.com/embed/IEQIls21L2U https://www.sharefile.com/designed-efficiency Meet ShareFile's Engineering Team Our engineers are empowered to innovate and are focused on building a product that will help people work better together. Hear from our engineering team on how they are building the future of ShareFile. #TeamShareFile #ShareFileProud 2023-06-27T17:50:13Z https://i.ytimg.com/vi/x7qAhV-IN7A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/x7qAhV-IN7A Meet ShareFile's Engineering Team Our engineers are empowered to innovate and are focused on building a product that will help people work better together. Hear from our engineering team on how they are building the future of ShareFile. #TeamShareFile #ShareFileProud 2023-06-27T17:50:13Z https://i.ytimg.com/vi/x7qAhV-IN7A/maxresdefault.jpg https://www.youtube.com/embed/x7qAhV-IN7A https://www.sharefile.com/plans/sharefile-premium Grow Your Business with ShareFile's AI-Driven Workflows Growing your business shouldn't mean growing your overhead and it shouldn't be weighed down by busy work and disjointed tools. Growth should be seamless with AI-driven workflows built for the way you work. Automate onboarding and document collection. Leverage AI to support secure collaboration and instantly uncover document insights. Fewer costs, fewer manual tasks, more time for what matters. Progress ShareFile — AI-powered document sharing, e-signing and workflows. 2025-09-15T09:05:48Z https://i.ytimg.com/vi/fBLnVL9jn1Q/maxresdefault.jpg https://www.youtube.com/embed/fBLnVL9jn1Q https://www.sharefile.com/partners Let's work better together Cardenas IT Consulting prioritizes secure data access and an intuitive, seamless interface when evaluating technology solutions for their customers. Watch the video to learn more about how ShareFile and Cardenas IT Consulting partner together to keep work flowing. 2025-07-11T13:03:41Z https://i.ytimg.com/vi/d7Dq6LHNXJU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/d7Dq6LHNXJU Let's work better together Cardenas IT Consulting prioritizes secure data access and an intuitive, seamless interface when evaluating technology solutions for their customers. Watch the video to learn more about how ShareFile and Cardenas IT Consulting partner together to keep work flowing. 2025-07-11T13:03:41Z https://i.ytimg.com/vi/d7Dq6LHNXJU/maxresdefault.jpg https://www.youtube.com/embed/d7Dq6LHNXJU https://www.sharefile.com/industry/finance What can ShareFile do for finance professionals? With user-friendly workflows and world-class security, you’ll find new ways to exceed client expectations. 2024-10-15T18:35:12Z https://i.ytimg.com/vi/DNzmtMCnhWU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/DNzmtMCnhWU ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/DFaUNPu11eo What can ShareFile do for finance professionals? With user-friendly workflows and world-class security, you’ll find new ways to exceed client expectations. 2024-10-15T18:35:12Z https://i.ytimg.com/vi/DNzmtMCnhWU/maxresdefault.jpg https://www.youtube.com/embed/DNzmtMCnhWU ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube.com/embed/DFaUNPu11eo https://www.sharefile.com/product-feature/income-tax-return-solution Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube-nocookie.com/embed/09X3kgcQxuE Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube.com/embed/09X3kgcQxuE https://www.sharefile.com/industry/accounting Why ShareFile for accounting? ShareFile software — it's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows. 2025-09-15T09:05:42Z https://i.ytimg.com/vi/Y7nXmY5P5F8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/Y7nXmY5P5F8 Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube-nocookie.com/embed/g_ti4nt-kSc Why ShareFile for accounting? ShareFile software — it's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows. 2025-09-15T09:05:42Z https://i.ytimg.com/vi/Y7nXmY5P5F8/maxresdefault.jpg https://www.youtube.com/embed/Y7nXmY5P5F8 Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube.com/embed/g_ti4nt-kSc https://www.sharefile.com/built-secure-and-compliant Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W8FvyhePIqw Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube.com/embed/W8FvyhePIqw https://www.sharefile.com/product-feature/digital-document-requests-list Simplify document collection workflows with AI powered Document Request List Generation Stop chasing documents and start serving clients faster with one powerful tool to complete the document collection process from start to finish. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube-nocookie.com/embed/NOkeWniS2zQ Simplify document collection workflows with AI powered Document Request List Generation Stop chasing documents and start serving clients faster with one powerful tool to complete the document collection process from start to finish. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube.com/embed/NOkeWniS2zQ https://www.sharefile.com/send-large-files Effortlessly secure files with AI-Driven Secure Share Recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-09-24T23:34:19Z https://i.ytimg.com/vi/jAK3lw6W-Ww/maxresdefault.jpg https://www.youtube-nocookie.com/embed/jAK3lw6W-Ww https://www.sharefile.com/industry/legal What can ShareFile do for legal professionals? Legal pros keep things in check for clients, managing mountains of documents and tedious work. That's what ShareFile software is for — keeping your work flowing with more than just file sharing. It's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows built for legal pros. 2025-09-15T09:06:16Z https://i.ytimg.com/vi/BDohGSWVCWs/maxresdefault.jpg https://www.youtube-nocookie.com/embed/BDohGSWVCWs What can ShareFile do for legal professionals? Legal pros keep things in check for clients, managing mountains of documents and tedious work. That's what ShareFile software is for — keeping your work flowing with more than just file sharing. It's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows built for legal pros. 2025-09-15T09:06:16Z https://i.ytimg.com/vi/BDohGSWVCWs/maxresdefault.jpg https://www.youtube.com/embed/BDohGSWVCWs https://www.sharefile.com/secure-file-sharing-software-business Effortlessly secure files with AI-Driven Secure Share Recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-09-24T23:34:19Z https://i.ytimg.com/vi/jAK3lw6W-Ww/maxresdefault.jpg https://www.youtube-nocookie.com/embed/jAK3lw6W-Ww https://www.sharefile.com/product-feature/rapid-client-onboarding Accelerate Your Agreements: Customize Folder and Project Options with ShareFile! Discover the latest ShareFile feature that empowers you to specify custom folder/project names when sending accelerated agreements. Now, managing your agreements becomes easier than ever with ShareFile's enhanced customization options. 2023-08-29T15:09:02Z https://i.ytimg.com/vi/Z1Wbjw6IFqA/maxresdefault.jpg https://www.youtube-nocookie.com/embed/Z1Wbjw6IFqA Accelerate Your Agreements: Customize Folder and Project Options with ShareFile! Discover the latest ShareFile feature that empowers you to specify custom folder/project names when sending accelerated agreements. Now, managing your agreements becomes easier than ever with ShareFile's enhanced customization options. 2023-08-29T15:09:02Z https://i.ytimg.com/vi/Z1Wbjw6IFqA/maxresdefault.jpg https://www.youtube.com/embed/Z1Wbjw6IFqA https://www.sharefile.com/just-what-you-need Building a solution to power great client experiences ShareFile is evolving because our customers’ needs are evolving. In addition to secure document management, industries need tools to modernize the client experience. We’re building out features that streamline, simplify, and protect document and client workflows. Because when you don’t have to worry about security or efficiency, you can worry about your clients. Meet some of the engineering minds powering ShareFile’s evolution. Together, our engineers in Bangalore are building the next great client experience solution. 2023-09-01T15:11:48Z https://i.ytimg.com/vi/YL6_awNGX8E/maxresdefault.jpg https://www.youtube-nocookie.com/embed/YL6_awNGX8E Building a solution to power great client experiences ShareFile is evolving because our customers’ needs are evolving. In addition to secure document management, industries need tools to modernize the client experience. We’re building out features that streamline, simplify, and protect document and client workflows. Because when you don’t have to worry about security or efficiency, you can worry about your clients. Meet some of the engineering minds powering ShareFile’s evolution. Together, our engineers in Bangalore are building the next great client experience solution. 2023-09-01T15:11:48Z https://i.ytimg.com/vi/YL6_awNGX8E/maxresdefault.jpg https://www.youtube.com/embed/YL6_awNGX8E https://www.sharefile.com/product-feature/email-file-encryption Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W8FvyhePIqw Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube.com/embed/W8FvyhePIqw https://www.sharefile.com/resource/blogs/top-3-questions-sharefile ShareFile Users' Top 3 Questions Agenda:  - Tips around resetting passwords - Review share/request link settings - Review of folder permissions - How to Start a Chat with Support - How to Contact Your Customer Success Engineer 00:00 Intro 02:46 Agenda 05:08 Tips Around Resetting Passwords 17:50 Review Share/Request Link Settings 41:00 Review of Folder Permissions 43:34 Resources, Help and Support 46:36 How to Start a Chat with Support 53:00 How to Contact Your Customer Success Engineer 2024-07-18T16:00:36Z https://i.ytimg.com/vi/24lfTorSrKY/maxresdefault.jpg https://www.youtube.com/embed/24lfTorSrKY https://www.sharefile.com/resource/blogs/sharefile-legal-simplifies-secure-document-exchange-law-firms Collect a list of documents more efficiently with ShareFile With ShareFile’s document request functionality you can make collecting a list of documents more efficient, organized, and digitized for both the provider and the client. Learn how with ShareFile. 2023-07-21T18:27:20Z https://i.ytimg.com/vi/5YVJ7hdJggc/maxresdefault.jpg https://www.youtube.com/embed/5YVJ7hdJggc https://www.sharefile.com/resource/blogs/balancing-act-mastering-delicate-dance-between-security-and-usability-document Secure Document Exchange: Best Practices & Tips from the Experts at ShareFile During this busy season, accountants are swiftly dispatching engagement letters as part of their onboarding procedures, which sets the stage for heightened document exchange with external parties. This surge in activity amplifies the risk of sensitive data ending up in the wrong hands. In response to the evolving landscape of cyber threats and data breaches, accountants are intensifying their focus on cybersecurity measures. During this webinar, we'll explore the common practices and vulnerabilities surrounding document exchange and delve into strategies for mitigating these risks and fortifying your processes against potential cyber threats. In this webinar, you'll learn: ✅ Gain Insight into the Significance of Secure Document Exchange within the Accounting Profession ✅ Analyze Contributing Factors to Unsecure Document Sharing ✅ Acquire Practical Strategies for Implementing Enhanced Security Standards ✅ Evaluate Criteria for Selecting an Optimal Solution ⬇️ Reserve your spot today ⬇️ 🔔 Earn NASBA-approved CPE and IRS-approved CE via the Earmark app 📲 https://earmarkcpe.com/ Register for CPE: https://app.earmarkcpe.com/?course_id=9e390355-7730-4cfe-9c0d-59864e594b87 About the instructors: Adrienne Lester: Adrienne is Chief Vertical Officer at ShareFile where she manages the go-to-market strategy for multiple industries, including Accounting. Since joining ShareFile in 2010, Adrienne has developed a deep understanding of accounting workflows, business needs, and the challenges in delivering a great client experience. https://www.linkedin.com/in/adriennelester/ Stacy Shrader: Stacy is a data-driven and strategy obsessed individual who is passionate about adding value to a team. From private consulting to managing long term projects, she's grown her skills in problem-solving, data analytics, strategic marketing, and project management. Outside of work, she a fitness junkee that aids her avid sweet tooth. https://www.linkedin.com/in/stacy-shr... 2024-03-21T06:40:03Z https://i.ytimg.com/vi/N9Bi7-wmqH4/maxresdefault.jpg https://www.youtube.com/embed/N9Bi7-wmqH4 https://www.sharefile.com/resource/blogs/transforming-legal-work-automation-and-ai The challenges and opportunities of legal tech Adrienne Lester, Senior Director of the Business Services Go-to-Market Team at ShareFile, sat down with Catherine Sanders-Reach, Director of the Center for Practice Management at the North Carolina Bar Association, to talk about the challenges and opportunities law firms are encountering around core areas for law firms like tech adoption, building the right tech stack, security, and more. Check out this highlight video, watch clips from their discussion below: https://www.sharefile.com/resource/blogs/digitize-legal-processes-new-sharefile-features Please note, the opinions expressed are solely those of the individual in a personal capacity and do not represent those of the North Carolina Bar Association; these statements are not made in an official capacity as a representative of the North Carolina Bar Association. 2024-10-15T18:45:49Z https://i.ytimg.com/vi/QXm0tKnagig/maxresdefault.jpg https://www.youtube.com/embed/QXm0tKnagig Embracing automation When it comes to automation, there’s a lot of tech for firms to choose from, and the learning curve can be significant. That can keep firms from considering automation and can lead them to lose out on potential efficiencies. There are ways, however, to incorporate automation slowly, targeting recurring, time-consuming tasks so support staff have more time to focus on the work that matters most 2025-07-11T13:04:18Z https://i.ytimg.com/vi/uLIn-55PZR4/maxresdefault.jpg https://www.youtube.com/embed/uLIn-55PZR4 Getting comfortable with AI And then there’s AI. Firms have legitimate concerns around security, privacy, and more, but it’s here to stay. That doesn’t mean firms have to go all-in on AI now. Like with automation, they can find opportunities to incorporate it into their work so they can get comfortable with it. 2025-07-11T13:03:51Z https://i.ytimg.com/vi/nzWf2BRrQAc/maxresdefault.jpg https://www.youtube.com/embed/nzWf2BRrQAc https://www.sharefile.com/resource/customer-story/how-lbmc-modernizes-accounting-with-sharefile-software-and-an-ai-forward-approach ShareFile Stories – LBMC As a top 35 accounting firm in the US, LBMC prides themselves on a cutting-edge technology stack that can keep up with their innovation and leadership. With ShareFile, they have been able to scale to serve over 11,000 clients with ease and security. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #Sharefile #Accounting #LBMC 2026-02-09T10:38:03Z https://i.ytimg.com/vi/WPhbtyk37as/maxresdefault.jpg https://www.youtube.com/embed/WPhbtyk37as https://www.sharefile.com/resource/blogs/sharefile-aicpa-partner-announcement Progress ShareFile has been selected as the latest addition to the AICPA Member Discount Program! Exciting news! Hear from Kacee Johnson and Mike Fouts as they talk about evolving technology for accountants and how ShareFile is supporting accountants as the only document workflow and secure file-sharing solution recommended in the AICPA Member Discount Program. 2024-12-19T15:05:17Z https://i.ytimg.com/vi/uQrWujjyw9Q/maxresdefault.jpg https://www.youtube.com/embed/uQrWujjyw9Q https://www.sharefile.com/resource/blogs/sharefiles-document-request-list-no-brainer-your-business Collect a list of documents more efficiently with ShareFile With ShareFile’s document request functionality you can make collecting a list of documents more efficient, organized, and digitized for both the provider and the client. Learn how with ShareFile. 2023-07-21T18:27:20Z https://i.ytimg.com/vi/5YVJ7hdJggc/maxresdefault.jpg https://www.youtube.com/embed/5YVJ7hdJggc https://www.sharefile.com/resource/blogs/what's-new-in-sharefile--december-2025 Streamline Client Management & Boost Productivity with ShareFile's Client Hub In this video, we'll demonstrate how to easily manage your clients in a centralized hub. The client hub brings together client information, associated files, folders, projects, and more—streamlining client management and simplifying day-to-day work. Whether managing individual clients or an organization, you can quickly access key details and stay organized that enhances productivity. Let's take a look at it in this demo. 2025-12-11T15:37:34Z https://i.ytimg.com/vi/ZRS2IooO9sM/maxresdefault.jpg https://www.youtube.com/embed/ZRS2IooO9sM Boost Client Response Time with ShareFile’s Client Mobile App Available on iOS and Android, the new ShareFile for Clients mobile app helps clients securely complete work faster — on the go. With the app, clients can: • Upload files and respond to requests • Complete forms and e-sign documents seamlessly • Scan and share paper documents as PDFs directly from their phones Watch the demo to see how easy it is to collaborate using ShareFile. Download the app: • Download on the App Store: https://apps.apple.com/us/app/sharefileforclients/id6743481171 • Get it on Google Play: https://play.google.com/store/apps/details?id=com.sharefile.mobile.client&pli=1 2025-10-14T17:39:46Z https://i.ytimg.com/vi/mTdw6Z6jq9k/maxresdefault.jpg https://www.youtube.com/embed/mTdw6Z6jq9k https://www.sharefile.com/resource/blogs/product-spotlight-connected-workspace-for-every-client-engagement How to Use Sender Filled Fields in Document Templates (E-Signature Workflow) Manually entering contract details before sending documents? With Sender Filled Fields in Document Templates, you can add custom data (like pricing, dates, or clauses) directly before sending for e-signature—without relying on CRM data. This feature helps teams streamline document workflows, reduce manual setup, and deliver fully prepared agreements to clients faster. What you’ll learn: ➡️ How to create Sender Filled Fields in ShareFile templates ➡️ When to use manual fields vs system-filled fields ➡️ How to prepare documents for e-signature with custom inputs ➡️ Supported field types (text, date, dropdown, checkbox) 🔗 Learn more at: https://www.sharefile.com/ -- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #DocumentAutomation #ESignature #DocumentWorkflow 2026-03-30T09:47:10Z https://i.ytimg.com/vi/50qF1LeFMpA/maxresdefault.jpg https://www.youtube.com/embed/50qF1LeFMpA How to Share Files Publicly in Projects (Links, Permissions & Security) Learn how to share files using public links in Projects for fast, no-login access. This demo shows how to create shareable links, control permissions, and manage access securely. Public sharing in ShareFile allows you to quickly distribute files to clients or external users without requiring authentication. This is ideal for non-sensitive documents that need easy access. What you’ll learn: ➡️ How to create public sharing links in Projects ➡️ How to control access (view vs download permissions) ➡️ How to set expiration dates for shared links ➡️ How to link to the latest version vs a static version ➡️ When to use public sharing vs secure file sharing Learn more at: https://www.sharefile.com/ -- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #FileSharing #SecureFileSharing #DocumentWorkflow #ClientExperience 2026-03-27T15:25:14Z https://i.ytimg.com/vi/GfkE33M3Lf8/maxresdefault.jpg https://www.youtube.com/embed/GfkE33M3Lf8 ShareFile Workflow: Move & Copy Files Across Projects with Version and Control Learn how to move and copy files between folders and projects in ShareFile and vice versa, while preserving versions, and permissions.    This demo shows how to manage document workflows seamlessly across client projects and internal folders. ShareFile enables teams to keep files where work happens—supporting continuous collaboration while maintaining full visibility and control across projects and folders.   What you’ll learn: ➡️ How to move files from projects to client folders in ShareFile ➡️ How to copy files and folders across projects and locations ➡️ How file version history is preserved when moving or copying ➡️ What permissions are required (download vs delete) Learn more at: https://www.sharefile.com/ -- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #DocumentWorkflow #FileManagement #ClientCollaboration 2026-04-02T07:52:57Z https://i.ytimg.com/vi/zjb44c3tbkI/maxresdefault.jpg https://www.youtube.com/embed/zjb44c3tbkI How to Manage Active Sessions in ShareFile (Account Security & Access Control) Not sure who's currently logged into your ShareFile account? With Session Management, you can see every active login in real time - the device, location, IP address, and last activity and sign out any session you don't recognize or trust. This feature helps legal teams and administrators protect client data, meet professional conduct obligations, and respond instantly to unauthorized access. What you'll learn: ➡️ How to find and view all active sessions in your ShareFile account ➡️ What session details are visible - device, location, IP address, last refresh ➡️ How to sign out of a single session or all sessions at once Learn more at: https://www.sharefile.com/ -- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #SessionManagement #Admincontrols #Security 2026-03-30T18:31:05Z https://i.ytimg.com/vi/Ivh127IVv-A/maxresdefault.jpg https://www.youtube.com/embed/Ivh127IVv-A https://www.sharefile.com/resource/blogs/handle-more-accounting-engagements Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube.com/embed/09X3kgcQxuE https://www.sharefile.com/resource/blogs/join-sharefile-iltacon-2024 Experience ShareFile at ILTACON 2024! ShareFile is built for legal pros and makes workflows simpler, keeps data secure, and drives efficiency. To learn more, visit ShareFile at booth 250 at ILTACON 2024. 2024-07-02T13:29:48Z https://i.ytimg.com/vi/l6eL2dOuztE/maxresdefault.jpg https://www.youtube.com/embed/l6eL2dOuztE https://www.sharefile.com/resource/blogs/10-tips-sharefile-admins ShareFile Admin Tips & Settings Webinar This session is packed with practical advice and insights to help you make the most of your ShareFile admin experience. 00:00 Admin Overview 02:00 Reporting 04:36 Company Branding 06:12 Adding Additional Subdomains 07:09 Login and Security Policy 12:00 Super User Group 13:40 Storage 14:07 StorageZones 14:33 Email Settings 15:57 File Settings 16:33 Enable ShareFile Tools 17:13 Folder Templates 18:56 Resource Center 2024-07-15T16:33:26Z https://i.ytimg.com/vi/NjLp0nTGfLs/maxresdefault.jpg https://www.youtube.com/embed/NjLp0nTGfLs https://www.sharefile.com/resource/blogs/join-sharefile-finovatefall-2024 Experience ShareFile at FinovateFall ShareFile is built for finance pros and makes workflows simpler, keeps data secure, and drives efficiency. To learn more, visit ShareFile at booth 104 at FinovateFall. 2024-08-20T16:47:59Z https://i.ytimg.com/vi/WSCNGTS6wAo/maxresdefault.jpg https://www.youtube.com/embed/WSCNGTS6wAo https://www.sharefile.com/resource/customer-story/kwc-leverages-sharefile-for-seamless-client-communication-and-enterprise-grade-security ShareFile Stories - KWC Certified Public Accountants Discover how KWC leverages ShareFile for seamless client communication and enterprise-grade security—enhancing efficiency and trust. 2025-05-09T17:18:15Z https://i.ytimg.com/vi/0jcHzXC67Pg/maxresdefault.jpg https://www.youtube.com/embed/0jcHzXC67Pg https://www.sharefile.com/resource/blogs/reimagining-accounting-workflows Challenges accounting firms are facing Accounting firms face persistent challenges around hiring and retaining talent, managing ever-increasing workloads, and more, all while striving to de. 2024-10-22T15:56:06Z https://i.ytimg.com/vi/6tCZ_rf02Lo/maxresdefault.jpg https://www.youtube.com/embed/6tCZ_rf02Lo Getting started with your transformation Accounting firms face persistent challenges around hiring and retaining talent, managing ever-increasing workloads, and more, all while striving to de. 2024-10-22T16:00:14Z https://i.ytimg.com/vi/XTEe-imkRro/maxresdefault.jpg https://www.youtube.com/embed/XTEe-imkRro Processes that are top of mind Accounting firms face persistent challenges around hiring and retaining talent, managing ever-increasing workloads, and more, all while striving to de. 2024-10-22T16:04:09Z https://i.ytimg.com/vi/yX2l1_DQNko/maxresdefault.jpg https://www.youtube.com/embed/yX2l1_DQNko Transforming and automating your processes Accounting firms face persistent challenges around hiring and retaining talent, managing ever-increasing workloads, and more, all while striving to de. 2024-10-22T16:09:29Z https://i.ytimg.com/vi/6_fdD7SG4Bk/maxresdefault.jpg https://www.youtube.com/embed/6_fdD7SG4Bk https://www.sharefile.com/resource/blogs/5-reasons-use-sharefile-projects Learning Projects: Create your first ShareFile project Watch this recorded webinar for step-by-step instructions on how to initiate and manage your projects effectively. You’ll learn key use cases and benefits of projects, how to invite clients, collaborate with staff, assign tasks, and more! Create workflow efficiency, organization, and enhance client experience with projects today! 2024-05-13T17:08:20Z https://i.ytimg.com/vi/bhjIedrTFOk/maxresdefault.jpg https://www.youtube.com/embed/bhjIedrTFOk https://www.sharefile.com/resource/customer-story/strategic-treasurer ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube.com/embed/DFaUNPu11eo https://www.sharefile.com/resource/blogs/aicpa-cima-engage-24-recap Looking back at AICPA & CIMA ENGAGE ’24 ShareFile has been to AICPA & CIMA ENGAGE two years in a row now, and it has been incredible to see so many people from the accounting profession come together in Las Vegas to learn about and share best practices and experience the latest technologies. Watch the video to see ShareFile highlights from Las Vegas. 2025-07-11T14:34:48Z https://i.ytimg.com/vi/5pta55wZDco/maxresdefault.jpg https://www.youtube.com/embed/5pta55wZDco https://www.sharefile.com/resource/videos/strategies-for-reducing-digital-friction-and-enhancing-client-and-employee-experiences Minimizing Digital Friction to Elevate Client and Employee Experiences Digital friction gets in the way of an organization’s ability to deliver exceptional client and employee experiences. It can start with a workflow that isn’t intuitive. Or a security feature that protects sensitive data but that leads to a poor user experience or tech overload. In this keynote session, Matt Geiger, Director of Sales for financial services at ShareFile, will shed light on the adverse impact digital friction can have on your employees and your customers, and how technology like ShareFile can help financial services organizations create seamless client experiences, enhance productivity, keep data secure, and get the most out of their technology investments. 2024-10-15T17:17:32Z https://i.ytimg.com/vi/trMHAKUPw1A/maxresdefault.jpg https://www.youtube.com/embed/trMHAKUPw1A https://www.sharefile.com/resource/blogs/streamline-tax-engagements-sharefiles-income-tax-return-solution Solutions: U.S. Individual Income Tax Return End-to-end client and document management for federal individual tax processes, from onboarding clients to completing the service, this solution streamlines engagements that enhances efficiency. 2024-06-10T18:53:46Z https://i.ytimg.com/vi/BsTgJro4EXw/maxresdefault.jpg https://www.youtube.com/embed/BsTgJro4EXw https://www.sharefile.com/resource/blogs/iltacon-24-recap ILTACON 2024: a ShareFile recap ILTACON was, again, the place to be this year to learn about the technology, trends, and ideas that are transforming the ways legal professionals work. We were excited to be in Nashville to show off the latest enhancements to ShareFile and talk about how the new features and functionality can help law firms streamline workflows and reduce security risks, improve efficiency, and deliver the exceptional experience clients demand. Our time at ILTACON gave us the incredible opportunity to gather valuable insights and feedback from legal tech leaders and our booth visitors, who got a firsthand look at new ShareFile features designed just for legal professionals. Watch the video to see ShareFile highlights from Nashville. 2025-07-11T13:06:04Z https://i.ytimg.com/vi/70Azc9H2rvY/maxresdefault.jpg https://www.youtube.com/embed/70Azc9H2rvY https://www.sharefile.com/resource/customer-story/innovative-edge-processing--transforming-chaos-into-confidence ShareFile Stories – Innovative Edge Processing Gina Wariebi needed her mortgage processing business to scale with security and client experience in mind. In this story, hear from the owner and operator of Innovating Edge Processing as she shares how ShareFile became a lifesaver when she launched her company and began managing massive amounts of loan documents with ease. --- Follow us on social. We’d love to hear from you! 🔗 ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile 🔗 ShareFile on X: https://twitter.com/Sharefile #sharefile #mortgageprocessing #loanprocessing 2026-01-16T16:10:43Z https://i.ytimg.com/vi/9kzK7ca-6wM/maxresdefault.jpg https://www.youtube.com/embed/9kzK7ca-6wM https://www.sharefile.com/resource/blogs/whats-new-sharefile-september-2024 Solution: Legal Client Intake and Engagement As summer winds down and we move into fall, it's the perfect time to reflect on the enhancements we've made to ShareFile over the past few months. 2024-08-08T15:00:54Z https://i.ytimg.com/vi/lvu5FebZf70/maxresdefault.jpg https://www.youtube.com/embed/lvu5FebZf70 Simplify document collection workflows with AI powered Document Request List Generation As summer winds down and we move into fall, it's the perfect time to reflect on the enhancements we've made to ShareFile over the past few months. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube.com/embed/NOkeWniS2zQ https://www.sharefile.com/resource/blogs/aligning-success-sharefile Aligning for success at ShareFile ShareFest is an annual event where ShareFile employees get together to kick off the beginning of the calendar year. It’s an important gathering that helps us align as a company on our vision for the year and our approach to serving ShareFile customers and partners. 2025-07-11T14:38:11Z https://i.ytimg.com/vi/hsBpAIAPzRU/maxresdefault.jpg https://www.youtube.com/embed/hsBpAIAPzRU https://www.sharefile.com/resource/customer-story/advos-legal-advos-pro ShareFile Stories – ADVOS legal & ADVOS Pro Discover how ADVOS enhances their client relationships using ShareFile's secure file sharing and collaboration tools. Hear directly from the ADVOS team as they share real-world insights on streamlining workflows, building trust, and driving growth in the legal industry. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile #sharefile #legal 2025-12-16T09:09:53Z https://i.ytimg.com/vi/2DhT5-CO2Ts/maxresdefault.jpg https://www.youtube.com/embed/2DhT5-CO2Ts https://www.sharefile.com/resource/blogs/benefits-sharefile-google-workspace How to share a file using ShareFile for Google Workspace! If you’re collaborating with anyone in a professional setting, you’re using Google Workspace somewhere in that workflow. 2023-08-24T00:53:20Z https://i.ytimg.com/vi/nYTKBbny6JM/maxresdefault.jpg https://www.youtube.com/embed/nYTKBbny6JM https://www.sharefile.com/resource/blogs/digital-signature-vs-electronic-signature Overview: ShareFile e-signature See how ShareFile’s integrated e-signature gives you new ways to streamline signature collection, document management, and client workflows. 2024-04-04T19:44:07Z https://i.ytimg.com/vi/M2aKEJPQywI/maxresdefault.jpg https://www.youtube.com/embed/M2aKEJPQywI https://www.sharefile.com/resource/blogs/digitize-legal-processes-with-new-sharefile-features Digitize manual legal processes with new ShareFile features for law firms ShareFile is excited to announce new functionalities that help to address common workflow and process challenges that get in the way of increasing billable hour capacity. These new functionalities help: Standardize and centralize client matters Support quicker client interactions Simplify the discovery process with AI Speed up the payment process 2025-07-11T13:03:47Z https://i.ytimg.com/vi/edj-BVQTX8Q/maxresdefault.jpg https://www.youtube.com/embed/edj-BVQTX8Q https://www.sharefile.com/resource/blogs/whats-new-sharefile-december-2024 Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube.com/embed/09X3kgcQxuE https://www.sharefile.com/resource/customer-story/how-highmark-federal-credit-union-uses-sharefile-to-streamline-secure-file-sharing ShareFile: How Highmark Federal Credit Union Uses ShareFile to Streamline Secure File Sharing Important documents are needed at any moment in finance. See how Highmark Federal Credit Union leverages ShareFile for ad-hoc file sharing when it matters most. --- 🔗 Follow us on social. We’d love to hear from you! ▶️ LinkedIn: https://www.linkedin.com/company/sharefile ▶️ X: https://twitter.com/Sharefile ▶️ Facebook: https://www.facebook.com/Sharefile #ShareFile #mfa #clientexperience 2026-03-03T18:51:40Z https://i.ytimg.com/vi/tjl_LgXSdPM/maxresdefault.jpg https://www.youtube.com/embed/tjl_LgXSdPM https://www.sharefile.com/resource/blogs/sharefile-2022-year-review ShareFile leadership on why this is an exciting time for YOU! A message from Kurt Heusner, General Manager of ShareFile, on why this is an exciting time for ShareFile and how our recent acquisition is enabling us to invest, grow, and add solutions that can help you run your business better. Let’s keep the conversation going - connect with us on our social channels! LinkedIn: https://www.linkedin.com/company/sharefile Twitter: https://twitter.com/sharefile Facebook: https://www.facebook.com/sharefile 2022-11-07T15:10:44Z https://i.ytimg.com/vi/itA2OFZGsi4/maxresdefault.jpg https://www.youtube.com/embed/itA2OFZGsi4 https://www.sharefile.com/resource/customer-story/empowering-nonprofits--how-jitasa-scales-impact-with-sharefile ShareFile Stories – Jitasa As one of the largest accounting firms representing solely nonprofits, Jitasa has scaled their ShareFile use to perfection. Learn how the Jitasa team leverages secure file sharing, e-signature, and AI to amplify their clients’ impact. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile #sharefile #accounting #nonprofit 2025-12-09T13:44:24Z https://i.ytimg.com/vi/m8hVFRGYPZA/maxresdefault.jpg https://www.youtube.com/embed/m8hVFRGYPZA https://www.sharefile.com/resource/blogs/whats-new-sharefile-june-2024 Collect Information Seamlessly with Information Request Information requests help you seamlessly collect information from your clients via request forms with automatic reminders in an easy, centralized workflow in ShareFile. 2024-06-10T18:55:24Z https://i.ytimg.com/vi/PnEilzenfZI/maxresdefault.jpg https://www.youtube.com/embed/PnEilzenfZI Decrease Repetitive Tasks with Templates for Projects ShareFile's project templates allow you to create new projects effortlessly with preconfigured tasks, document requests, information requests, and tables. Save time by using our ready-made templates or customize and save your own frequently used projects. Share templates with your team to ensure standardized workflows and consistent client experiences. Get started with our catalog of project templates, designed to provide a quick start for your projects. 2024-06-10T18:54:55Z https://i.ytimg.com/vi/QNIreaxWHA4/maxresdefault.jpg https://www.youtube.com/embed/QNIreaxWHA4 Increase Speed with Document Automation Use ShareFile’s document automation with document templates to create ready-to-send agreements with auto-filled data. 2024-06-10T18:55:59Z https://i.ytimg.com/vi/gE8NTeQwLK4/maxresdefault.jpg https://www.youtube.com/embed/gE8NTeQwLK4 Solutions: U.S. Individual Income Tax Return End-to-end client and document management for federal individual tax processes, from onboarding clients to completing the service, this solution streamlines engagements that enhances efficiency. 2024-06-10T18:53:46Z https://i.ytimg.com/vi/BsTgJro4EXw/maxresdefault.jpg https://www.youtube.com/embed/BsTgJro4EXw Effortlessly secure files with AI-powered secure share recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-05-01T16:27:54Z https://i.ytimg.com/vi/mFemt8LH76E/maxresdefault.jpg https://www.youtube.com/embed/mFemt8LH76E Automated Threat Remediation This feature proactively safeguards client data. Upon identification of a threat, the system proactively executes predetermined actions (like password reset) to mitigate the risk. 2024-05-22T19:12:21Z https://i.ytimg.com/vi/x1Cixa0ppjo/maxresdefault.jpg https://www.youtube.com/embed/x1Cixa0ppjo What's New in ShareFile! Summer updates on what is new in ShareFile. This is a lecture style webinar. 0:00 Introduction 1:04 Agenda 1:45 Project Enhancements 8:01 Data Tables 12:59 Information Requests 18:12 Templates 22:39 Document Automation with AutoFill 26:57 File Export Integrations 30:49 AI Powered Secure Share Recommender 35:00 Automated Threat Remediation 41:13 Solutions: U.S. Individual Income Tax Return (Beta) 48:59 Q&A 2024-07-01T16:06:03Z https://i.ytimg.com/vi/-_msUUpyzrU/maxresdefault.jpg https://www.youtube.com/embed/-_msUUpyzrU https://www.sharefile.com/resource/blogs/accelerate-and-optimize-client-onboarding-sharefile Accelerate and Optimize Client Onboarding with ShareFile Onboarding new clients just go easier with ShareFile. Through workflow automation, you can accelerate agreements, like engagement letters, in just a few clicks. This workflows delivers a seamless digital experience from the very start, helping organizations improve their clients’ experience that can increase client retention. 2023-05-01T15:00:07Z https://i.ytimg.com/vi/1or5b3LCIAE/maxresdefault.jpg https://www.youtube.com/embed/1or5b3LCIAE https://www.sharefile.com/resource/blogs/sharefiler-leadership-why-exciting-time-you ShareFile leadership on why this is an exciting time for YOU! A message from Kurt Heusner, General Manager of ShareFile, on why this is an exciting time for ShareFile and how our recent acquisition is enabling us to invest, grow, and add solutions that can help you run your business better. Let’s keep the conversation going - connect with us on our social channels! LinkedIn: https://www.linkedin.com/company/sharefile Twitter: https://twitter.com/sharefile Facebook: https://www.facebook.com/sharefile 2022-11-07T15:10:44Z https://i.ytimg.com/vi/itA2OFZGsi4/maxresdefault.jpg https://www.youtube.com/embed/itA2OFZGsi4 https://www.sharefile.com/resource/blogs/insights-accountant-streamlining-your-firms-operations Maximize Your Firm’s Productivity This Busy Season Accountants, it's time to streamline your operations and make the most of your time during tax season! In this webinar you'll discover how to reduce administrative burdens, simplify client interactions, and take on more engagements with ease. Plus, you'll hear firsthand insights from entrepreneurial accounting expert Nayo Carter-Gray, who will share how focusing on automation and client experience has transformed her firm’s success. Walk away with actionable tips, strategies, and tools to ensure this is your most productive and successful busy season yet! 🔗 Connect with Nayo on LinkedIn: https://www.linkedin.com/in/nayocartergray/ --- ➡️ Learn more about upcoming ShareFile webinars: https://www.sharefile.com/events-webinars --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #TaxSeason #Accounting 2025-01-17T17:04:44Z https://i.ytimg.com/vi/p7utOpV8sLI/maxresdefault.jpg https://www.youtube.com/embed/p7utOpV8sLI https://www.sharefile.com/resource/blogs/sharefile-security-threat-alerts-what-you-need-know Security Threat Remediation Empower employees with more security tools. Within ShareFile, you can expand your security posture by equipping team members with more capabilities to detect and react to potential threats. Employees can take the necessary steps themselves or immediately notify the right channels. These alerts also prevent employees from having to loop in IT to understand basic threat information. A security alert dashboard is accessed within the ShareFile web UI or directly from an email alert. The security dashboard serves as a central hub for comprehensive threat analysis and response. Within the security dashboard, administrators or employees will have access to detailed threat information, including the nature of the alert, a chronological timeline of events, files and folders details, and specific user and location details. 2024-01-03T16:39:48Z https://i.ytimg.com/vi/I5GsRTSMlcg/maxresdefault.jpg https://www.youtube.com/embed/I5GsRTSMlcg https://www.sharefile.com/resource/blogs/sharefile-eidas-electronic-signature How to Send eIDAS-Supported Electronic Signatures (AES & QES) in ShareFile Managing agreements across the EU or UK requires more than just signatures—it requires workflows that support eIDAS requirements without slowing your business down. With ShareFile, you can send eIDAS-supported Advanced (AES) and Qualified (QES) electronic signatures directly within your existing business approval workflows—no switching tools, no manual steps, and support compliance needs What you’ll learn: ➡️ How to send eIDAS-supported signature requests in ShareFile ➡️ How to select the right signature level for your agreement ➡️ How identity verification works via trust service providers ➡️ How signed documents are securely stored and managed -- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #ESignature #eIDAS #DigitalSignatures 2026-03-25T14:53:59Z https://i.ytimg.com/vi/xtpjkqObM24/maxresdefault.jpg https://www.youtube.com/embed/xtpjkqObM24 https://www.sharefile.com/resource/blogs/challenges-and-opportunities-legal-tech Digitize manual legal processes with new ShareFile features Learn more as we discuss the legal profession, the role technology can play in the industry, and some of the exciting things we are delivering at ShareFile. To hear their full discussion visit: http://sharefile.com/resource/blogs/digitize-legal-processes-with-new-ShareFile-features 2024-08-08T14:38:47Z https://i.ytimg.com/vi/wOGTjEpPFJs/maxresdefault.jpg https://www.youtube.com/embed/wOGTjEpPFJs Building the right tech stack for your firm Picking new technology for your firm is about more than just finding a product that will do what you want or that will outperform what you already have. You have to start with a holistic assessment of your current tech stack so you can make the best decisions around which tech to offload, which to adopt, and which will fit with your budget requirements. 2025-07-11T13:04:13Z https://i.ytimg.com/vi/9n-M_Gr11UY/maxresdefault.jpg https://www.youtube.com/embed/9n-M_Gr11UY Keeping sensitive client data secure Law firms possess a lot of sensitive client data — everything from personally identifiable information to bank account records to credit card numbers. The way firms collect and share this data is critical to keeping it secure. Email won’t cut it and storing it where anyone in your firm has access creates vulnerabilities that expose your firm to risk. After all, people are often the weakest in the security chain. But how do you balance security and usability so your people can actually realize value from the tech? 2025-07-11T13:04:08Z https://i.ytimg.com/vi/I3ZdTyWq6_c/maxresdefault.jpg https://www.youtube.com/embed/I3ZdTyWq6_c Helping lawyers work anywhere Lawyers are risk averse, so it makes sense that they tend not to be early adopters of new technologies. It has taken a while for firms to embrace SaaS applications fully, but the pandemic pushed many forward on areas of technology they had been hesitant to adopt. Attorneys had to work remotely and needed tech like cloud storage to support secure collaboration so they could serve clients through uncertainty. 2025-07-11T13:03:57Z https://i.ytimg.com/vi/SDcWKAy0zkg/maxresdefault.jpg https://www.youtube.com/embed/SDcWKAy0zkg https://www.sharefile.com/resource/customer-story/trademark-threads New Kensington-based sustainable workplace finds document workflow efficiency success Trademark Threads' successes: Reduced order errors to nearly zero with document feedback and approvals Transformed their entire order fulfillment process to be digital and paperless Reduced order fulfillment time by days Increased customer satisfaction from new efficiencies that resulted in customer loyalty 2025-07-11T13:03:10Z https://i.ytimg.com/vi/4ASe4bv_z-w/maxresdefault.jpg https://www.youtube.com/embed/4ASe4bv_z-w https://www.sharefile.com/resource/blogs/looking-back-finovatefall-2024 Looking back at FinovateFall 2024 FinovateFall 2024 gave us the opportunity to connect with customers and thought leaders and see firsthand the incredible innovations happening in fintech. Here are a few things we heard during our time in New York City. https://www.sharefile.com/resource/blogs/looking-back-finovatefall-2024 2024-10-15T21:17:32Z https://i.ytimg.com/vi/PwbKeXUmLFQ/maxresdefault.jpg https://www.youtube.com/embed/PwbKeXUmLFQ https://www.sharefile.com/resource/blogs/transform-workflows-new-sharefile-accounting-features Transforming workflows with new ShareFile for accounting features ShareFile is designed for accounting pros and transforms the way accountants manage their work so they can deliver great client experiences. Learn about new functionalities that help to address troublesome manual tasks and common inefficiencies that get in the way of providing the experience clients expect. 2024-05-30T16:02:46Z https://i.ytimg.com/vi/8gFcvITOd3U/maxresdefault.jpg https://www.youtube.com/embed/8gFcvITOd3U https://www.sharefile.com/resource/blogs/how-onboard-clients-4-steps Accelerate Your Agreements: Customize Folder and Project Options with ShareFile! Discover the latest ShareFile feature that empowers you to specify custom folder/project names when sending accelerated agreements. Now, managing your agreements becomes easier than ever with ShareFile's enhanced customization options. 2023-08-29T15:09:02Z https://i.ytimg.com/vi/Z1Wbjw6IFqA/maxresdefault.jpg https://www.youtube.com/embed/Z1Wbjw6IFqA https://www.sharefile.com/resource/blogs/sharefile-enhancements-help-accounting-firms-shift-admin-advisory-work How to Improve Client Response Time Using ShareFile’s Client Mobile App Available for both iOS and Android, the new ShareFile for Clients mobile app gives clients an easy, secure way to stay engaged on the go. Clients can view and complete tasks, upload and scan documents and track service status—all from their mobile devices. Let's take a look at it in this demo. 2025-06-05T15:42:12Z https://i.ytimg.com/vi/_vSO_oBMclc/maxresdefault.jpg https://www.youtube.com/embed/_vSO_oBMclc https://www.sharefile.com/resource/blogs/harness-ai-sharefile-drive-growth-no-extra-headcount-needed AI-Powered Document Q&A AI-powered document Q&A in ShareFile enables you to get specific insights from unstructured data faster! Get ready to maximize your productivity and spend less time searching for information. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile 2025-03-11T16:20:36Z https://i.ytimg.com/vi/EP88nQLp8oo/maxresdefault.jpg https://www.youtube.com/embed/EP88nQLp8oo Simplify document collection workflows with AI powered Document Request List Generation There is a multitude of AI-enabled technology in today’s market, but many organizations still struggle to implement these tools effectively and see re. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube.com/embed/NOkeWniS2zQ Effortlessly secure files with AI-Driven Secure Share Recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-09-24T23:34:19Z https://i.ytimg.com/vi/jAK3lw6W-Ww/maxresdefault.jpg https://www.youtube.com/embed/jAK3lw6W-Ww Harness AI in ShareFile to Drive Growth - No Extra Headcount Needed Let's explore the newest AI-powered enhancements in ShareFile! Our experts will walk you through automation and templates designed to streamline your document workflows and enhance security. Discover how organizations are leveraging ShareFile to: ✅ Collect documents nearly 3.5x faster ✅ Find what they need in documents up to 96% faster ✅ Protect over 34,000 documents a week from human errors with security recommendations --- ➡️ Learn more about upcoming ShareFile webinars: https://www.sharefile.com/events-webinars --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #AI #documents 2025-03-19T17:13:38Z https://i.ytimg.com/vi/YriephdufHs/maxresdefault.jpg https://www.youtube.com/embed/YriephdufHs https://www.sharefile.com/resource/blogs/sharefile-can-help-small-business What can ShareFile do for small businesses? ShareFile offers the simplicity, security, and seamless collaboration small businesses need to deliver an exceptional client experience. www.sharefile.com 2024-10-15T18:20:39Z https://i.ytimg.com/vi/MHB4IKcWtT0/maxresdefault.jpg https://www.youtube.com/embed/MHB4IKcWtT0 https://www.sharefile.com/resource/customer-story/arcform-design-associates ShareFile Stories – Arcform Design Associates Learn how Daniel O’Brien, Principal at Arcform Design Associates, uses Sharefile to save time, work anywhere, and deliver incredible design projects for his clients. www.sharefile.com 2024-06-13T17:38:24Z https://i.ytimg.com/vi/7RdQl2UkidI/maxresdefault.jpg https://www.youtube.com/embed/7RdQl2UkidI https://www.sharefile.com/resource/customer-story/hopscotch-music-festival ShareFile Stories - Hopscotch The Hopscotch Music Festival is an annual event that draws thousands of people to Raleigh, North Carolina, each September. With more than 120 bands, onboarding and managing everyone involved in the festival can get messy fast. Each party needs to sign agreements and exchange documents before being approved to participate in the festival. For Festival Director Nathan Price, ShareFile has helped his team stay efficient, limit errors, and improve the experience for vendors, bands, and festival goers. Watch to earn how the Hopscotch Music Festival team has benefitted from ShareFile. 2024-04-24T18:49:02Z https://i.ytimg.com/vi/iU3aWKBrbXk/maxresdefault.jpg https://www.youtube.com/embed/iU3aWKBrbXk https://www.sharefile.com/resource/customer-story/1st-step-accounting 1st Step Accounting finds operational success with ShareFile Nayo Carter-Gray, CEO of 1st Step Accounting, always wanted her firm to run efficiently and with technology at the core. So, when it became time in 2012 to choose a cloud-based solution that fit her motto of "making accounting a little less taxing,” ShareFile was the choice. When it comes time for requesting documents from clients, Nayo needed the client collection process and employee organization process to be simple, user-friendly, and duplicable. With ShareFile, this was possible. Clients can easily upload documents to the firm from the website and once uploaded, the team seamlessly organizes by client. “Our annual tax clients get overwhelmed with too much information, so we try to minimize interaction and be direct on what we need. Simplifying the view and the number of emails to them is a huge relationship builder.” -Nayo Carter-Gray, CEO, 1st Step Accounting 2025-09-15T09:05:52Z https://i.ytimg.com/vi/Io7nAQPKwOw/maxresdefault.jpg https://www.youtube.com/embed/Io7nAQPKwOw Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube.com/embed/g_ti4nt-kSc https://www.sharefile.com/resource/customer-story/townebank Banking on security For Brian Reid, President of TowneBank’s Triangle market, technology needs to center on the customer, and it needs to be simple, secure, and reliable. That’s why ShareFile has become one of their most trusted tools. By spending less time on paperwork and manual tasks, TowneBank can focus on supporting its members and its communities. Hear from Brian on how TowneBank Triangle leverages technology to serve customers and the impact ShareFile has had for the bank. 2025-07-11T13:04:22Z https://i.ytimg.com/vi/Kpc2gEkhKmA/maxresdefault.jpg https://www.youtube.com/embed/Kpc2gEkhKmA https://www.sharefile.com/resource/blogs/whats-new-sharefile-march-2025 AI-powered Document Summarization Say goodbye to hours of reading with ShareFile’s AI-Powered Document Summarization feature! This feature allows you to quickly summarize detailed PDF's and documents into a concise subset of information with just one click. 2024-12-17T17:07:34Z https://i.ytimg.com/vi/kjIqlP-2I2w/maxresdefault.jpg https://www.youtube.com/embed/kjIqlP-2I2w Search Improvement As we turn the corner into spring, fresh opportunities for efficiency and collaboration are in full bloom at ShareFile. 2025-07-22T12:52:29Z https://i.ytimg.com/vi/ohUGMDOwBcc/maxresdefault.jpg https://www.youtube.com/embed/ohUGMDOwBcc Information Requests As we turn the corner into spring, fresh opportunities for efficiency and collaboration are in full bloom at ShareFile. 2025-07-22T12:52:41Z https://i.ytimg.com/vi/flT0BoVrYB4/maxresdefault.jpg https://www.youtube.com/embed/flT0BoVrYB4 Storage Plugin + Information Request As we turn the corner into spring, fresh opportunities for efficiency and collaboration are in full bloom at ShareFile. 2025-07-22T12:52:31Z https://i.ytimg.com/vi/BYTwiqOLyCg/maxresdefault.jpg https://www.youtube.com/embed/BYTwiqOLyCg Enhanced File Organization in Projects As we turn the corner into spring, fresh opportunities for efficiency and collaboration are in full bloom at ShareFile. 2025-07-22T12:52:26Z https://i.ytimg.com/vi/PUBKnTwW6GQ/maxresdefault.jpg https://www.youtube.com/embed/PUBKnTwW6GQ https://www.sharefile.com/resource/blogs/what's-new-in-sharefile-april-2026 Explore Progress ShareFile's Security Insights Dashboard Get a centralized, near real-time view of security events across your Progress ShareFile account. Review activity patterns, investigate events with full context, and gain confidence in how your data is accessed — all in one place with the Security Insights Dashboard. The data and information used in this video is fictional and fake, and used for demo purposes. ➡️ Learn more about ShareFile: https://www.sharefile.com/ --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile 2026-01-19T11:24:34Z https://i.ytimg.com/vi/Ti5RST-VEoA/maxresdefault.jpg https://www.youtube.com/embed/Ti5RST-VEoA https://www.sharefile.com/resource/blogs/ai-powered-sharefile-enhancing-efficiency-and-security Progress ShareFile's Approach to AI Learn more about the AI capabilities in Progress ShareFile. To bring clarity to how Progress ShareFile leverages AI, we invited Caroline Giunipero, Director of Product Management at ShareFile, for a casual Q&A session. In this sit-down conversation, we cover ShareFile's AI-powered workflows—why we built them, the value they deliver and how they complement (rather than replace) the strategic work humans do—so you know exactly what to expect. 🔗 Want to learn more? Get started here: https://www.sharefile.com/product-feature/ai-driven-workflows #ShareFile #AI #Workflow 2025-04-03T07:20:50Z https://i.ytimg.com/vi/Hex2W-RgcfY/sddefault.jpg https://www.youtube.com/embed/Hex2W-RgcfY https://www.sharefile.com/resource/blogs/product-spotlight--frictionless-client-experience-meets-enterprise-grade-security Frictionless Client Access: One-Time Codes & Social Sign-In Progress ShareFile makes secure client access simple. In this video, we highlight how one‑time verification codes and social sign‑in with Microsoft or Google help client users log in quickly—without sacrificing security. Designed for a frictionless experience, these login methods keep access seamless while safeguarding your content. The data and information used in this video is fictional and fake, and used for demo purposes. ➡️ Learn more about ShareFile: https://www.sharefile.com/ --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #OTP #Cybersecurity 2026-01-30T14:34:14Z https://i.ytimg.com/vi/KYzd1OEMToE/maxresdefault.jpg https://www.youtube.com/embed/KYzd1OEMToE Secure Access: Multi-Factor Authentication Multi‑Factor Authentication (MFA) is a critical layer of protection that helps keep your Progress ShareFile account secure. In this video, we highlight how MFA helps safeguard sensitive documents, protect against unauthorized access, and strengthen your organization’s overall security posture. Learn how MFA reduces risk, supports compliance, and enhances trust across your teams and clients—all while keeping the user experience simple. The data and information used in this video is fictional and fake, and used for demo purposes. ➡️ Learn more about ShareFile: https://www.sharefile.com/ --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile #MFA #Cybersecurity 2026-03-06T11:32:13Z https://i.ytimg.com/vi/2PV6NdKlig0/maxresdefault.jpg https://www.youtube.com/embed/2PV6NdKlig0 Explore Progress ShareFile's Security Insights Dashboard Get a centralized, near real-time view of security events across your Progress ShareFile account. Review activity patterns, investigate events with full context, and gain confidence in how your data is accessed — all in one place with the Security Insights Dashboard. The data and information used in this video is fictional and fake, and used for demo purposes. ➡️ Learn more about ShareFile: https://www.sharefile.com/ --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #ShareFile 2026-01-19T11:24:34Z https://i.ytimg.com/vi/Ti5RST-VEoA/maxresdefault.jpg https://www.youtube.com/embed/Ti5RST-VEoA https://www.sharefile.com/resource/blogs/cut-through-clutter-sharefile Delivering value with ShareFile ShareFile helps organizations in all industries cut through the clutter and streamline workflows so they can focus on delivering an exceptional client experience. Hear from Matt Geiger, Director of Sales, and Taylor Pascoe, Sr. Manager, Financial Services, on the value customers get from ShareFile and how we’re evolving our technology to meet their needs. 2024-10-22T19:19:16Z https://i.ytimg.com/vi/eNTwaA3eeMY/maxresdefault.jpg https://www.youtube.com/embed/eNTwaA3eeMY The challenge of digital friction Technology can empower organizations to serve employees in new ways, gain valuable insights that weren’t understood before, and help scale the business. But when you have too much of a good thing — too many systems and too many tools — it can cause digital friction that can get in the way of work. Hear from Matt Geiger, Director of Sales, and Taylor Pascoe, Sr. Manager, Financial Services, on the value customers get from ShareFile, the evolution of the technology, the challenge of digital friction, the impact of AI, and why balancing security and usability is critical. 2025-07-11T13:02:33Z https://i.ytimg.com/vi/FKNe7hUEVxw/maxresdefault.jpg https://www.youtube.com/embed/FKNe7hUEVxw The AI opportunity Artificial intelligence and automation can help organizations overcome digital friction. But they should elevate the work people are doing, not replace the human interactions that drive exceptional client experiences. Hear from Matt Geiger, Director of Sales, and Taylor Pascoe, Sr. Manager, Financial Services, on the value customers get from ShareFile, the evolution of the technology, the challenge of digital friction, the impact of AI, and why balancing security and usability is critical. 2025-07-11T14:11:35Z https://i.ytimg.com/vi/tnvajWOOjgo/maxresdefault.jpg https://www.youtube.com/embed/tnvajWOOjgo Balancing security and usability When you put the end user first, even when it comes to building secure systems, the product is better. Users can be productive, without looking for workarounds to security roadblocks, and organizations can protect their valuable assets and stay compliant. 2025-07-11T13:02:58Z https://i.ytimg.com/vi/wyIBkR8Dp0s/maxresdefault.jpg https://www.youtube.com/embed/wyIBkR8Dp0s https://www.sharefile.com/resource/blogs/whats-new-sharefile-june-2025 AI-Powered Document Q&A AI-powered document Q&A in ShareFile enables you to get specific insights from unstructured data faster! Get ready to maximize your productivity and spend less time searching for information. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile 2025-03-11T16:20:36Z https://i.ytimg.com/vi/EP88nQLp8oo/maxresdefault.jpg https://www.youtube.com/embed/EP88nQLp8oo How to sign a document with ShareFile! Signing documents is quick and easy with Progress ShareFile! From email to executed in seconds – no downloads, no hassle. Just click, complete, and submit. ➡️ Learn more about ShareFile's e-signature capabilities: https://www.sharefile.com/product-feature/integrated-e-signature --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile 2025-05-22T18:24:02Z https://i.ytimg.com/vi/CwkVJrZxq4E/maxresdefault.jpg https://www.youtube.com/embed/CwkVJrZxq4E Streamline Client Management & Boost Productivity with ShareFile's Client Hub In this video, we'll demonstrate how to easily manage your clients in a centralized hub. The client hub brings together client information, associated files, folders, projects, and more—streamlining client management and simplifying day-to-day work. Whether managing individual clients or an organization, you can quickly access key details and stay organized that enhances productivity. Let's take a look at it in this demo. 2025-12-11T15:37:34Z https://i.ytimg.com/vi/ZRS2IooO9sM/maxresdefault.jpg https://www.youtube.com/embed/ZRS2IooO9sM