Webinar
Speed Up Document Collection
On-demand webinar
Struggling to chase down PBC (Provided by Client) documents? There's a better way.
See how ShareFile helps accounting professionals streamline document collection and boost client responsiveness—reducing manual touch points.
In this session, you'll learn how to:
- Accelerate document turnaround with AI-powered workflows—collect client documents up to 3.5x faster
- Simplify the PBC process by sending tailored document request lists in just a few clicks
- Quickly build and send templated lists, whether you’re gathering core personal or financial documents
- Provide a better client experience with secure, easy-to-use tools that save time for both your firm and your clients
Don't miss this chance to see ShareFile in action and discover how you can reduce admin time, speed up client engagements, and stay ahead of deadlines.