ShareFile for Accounting
Accounting workflow software for secure collaboration.
Overview
ShareFile provides a secure, unified platform for accounting firms to manage client engagements. It combines a secure client portal, document management, e-signatures, and workflow automation to streamline processes like client onboarding, document collection (PBC lists), and approvals. The platform is designed to enhance client experience and improve firm efficiency while maintaining high security and compliance standards.
✨ Key Features
- Secure Client Portal
- Document Request Lists (PBC)
- Unlimited E-Signatures
- Workflow Automation
- Secure File Sharing (up to 100GB)
- Encrypted Email
- Custom Branding
- Compliance Support (SOC 2, FINRA)
🎯 Key Differentiators
- All-in-one platform combining file sharing, e-signature, and workflow automation.
- Enterprise-grade security and compliance features.
- User-friendly interface for both the firm and its clients.
Unique Value: Provides a single, secure platform for all client-facing workflows, from document collection to e-signatures, enhancing both efficiency and client experience.
🎯 Use Cases (4)
✅ Best For
- Using document request lists to track PBC items for audits.
- Sending engagement letters for e-signature and automatically archiving them.
- Collaborating with clients on financial documents within a secure, shared space.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing a full-fledged tax preparation or practice management software.
- Solo practitioners looking for a very basic, low-cost file storage solution.
🏆 Alternatives
Offers more advanced workflow and automation features specifically for accounting use cases compared to generic file-sharing services like Dropbox, and a more modern interface than some legacy accounting-specific portals.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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