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.