Go paperless and simplify your workflow. Quickly exchange QuickBooks files, monthly statements, tax returns and more. Send forms for signature with the click of your mouse. Organize client data with templates and processes designed for accountants. We’ll even custom brand your file-sharing portal, so your clients see your logo, not ours.
Sync folders from your computer to client folders automatically
Email files or request them from the ShareFile dashboard.
Getting Signatures is as easy a couple clicks of the mouse.