Work more easily, efficiently, and securely with clients
Create a centralized, branded hub for each client to manage, share, and safely collaborate on their files. Clients get a seamless experience to send, receive, and sign documents any time, on any device.
Share and remotely access all files from one interface. Secure authentication, customizable controls and permissions settings, and bank-level data encryption help you protect your business and clients while maintaining SEC, HIPAA, and FINRA compliance.
Collect your Provided by Client documents quickly and easily. Prepare documents for signing with a drag-and-drop interface that makes it simple to add the form fields you need signers to fill out. ShareFile also makes it easy for clients to e-sign IRS Forms 8879 or 8878 to authorize e-filing for their federal tax returns or filing extensions.
The time to find an archived report or document is reduced by more than 1 hour with ShareFile.
Better document security with ShareFile reduces the risk of accidental data exposure or a malicious data breach. Reduced security risk costs related to document sharing: $110,000
Use knowledge-based authentication (KBA) to verify the identity of clients for remotely performed e-signatures as required by IRS rules.
Send branded e-signature documents from ShareFile under your own business identity. With just a few clicks, you can customize your client portal with your company logo, color scheme, and e-signature workflows.
Easily share sensitive documents with external clients by using the “get a link” or “email with Citrix files” feature. Both the message of your email and any attachments use the same encryption as an online bank. Your clients can even reply with their content with an encrypted email.