Accounting | ShareFile

ShareFile® for accounting

With user-friendly workflows and world-class security, you’ll find new ways to exceed client expectations.

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Welcome to faster service delivery

Your clients have high expectations – we get it. Our solution helps you meet them without adding more work to your day.

See how ShareFile makes work flow

Bring value to every client touchpoint

Our custom-built accounting workflows simplify critical processes, like onboarding and PBC lists, for you and your clients.

Rapid client onboarding Digital document request lists Dedicated collaboration spaces

Protect your data and your reputation

Get the same level of security that the biggest financial institutions use. Don't worry about weak passwords compromising client data.

Data access control Email and file encryption User authentication

Make room for what’s important

Stop wasting hours hunting down documents. Create new efficiencies and dedicate more energy to your clients.

Client portal Integrated e-signature Custom workflow automation

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

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Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

QuickBooks

Simplify agreement signing and enhance client experience with QuickBooks integration.

Salesforce

Integrated lead management to automate onboarding with ShareFile.

Zapier

Zapier effortlessly integrates ShareFile with over 4,000 applications.

ACCESSIBLE WORKFLOWS FOR ACCOUNTANTS

Replace mundane tasks with workflows to onboard clients, prepare PBC lists, and collect IRS-required e-signatures.

STRONGER SECURITY FOR FIRM ADMINS

Move sensitive data out of unsecure email — and into a safe environment protected by the same controls banks use to secure financial information.

CONVENIENCE FOR CLIENTS

Provide a custom portal where your clients can complete tasks and share documents, with guided prompts and helpful reminders.

Featured White Paper

ShareFile for accounting

Take a deep-dive into ShareFile to explore accounting features that support efficiency, collaboration, and growth.

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“I really like the document request tool. It makes the 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

“It’s helpful to separate document request by engagements instead of one big request list so that whoever needs to see just HR lists or loan lists can quickly find what they need.”

Jennifer Hoskins

Partner, Nearman, Maynard, Vallez, CPAs

“In our firm, we have different staff doing different things within an audit, so it’s nice to separate out the different document requests within the engagement. It makes the entire process easier for the staff and the client.”