ShareFile

sharefile

ISCPA members receive 20% discount for life!

Citrix ShareFile is a cloud-based storage service offering fast, easy and secure file sharing on any device anywhere. Designed for tax and accounting professionals, this solution delivers powerful technology to elevate your client experience.  

    Some of the features that ShareFile offers specifically for accountants include:
  • Deliver a custom-branded portal where clients can engage their accountants on specific documents or tasks
  • Document Request & Collection gives you a digital, secure process to optimize Provided by Client list processes with greater efficiency
  • Capture unlimited, legally binding e-signatures with IRS-required knowledge-based authentication at no extra cost.
  • Automate repetitive tasks, like client onboarding, for greater speed, accuracy, and efficiency with automated workflows
  • Use a flexible, secure platform to manage, store, and collaborate on documents internally and with clients.

ISCPA members - login to access the discount information.