ShareFile for Accounting

Category: Document Management

Class: Small to Medium Buisness

Best Fit

Accounting Firms


  • Immediate cost and time savings handling large files
  • Easy and quick implementation
  • Improved security for sharing confidential data
  • Integration with company website, tax software, and email applications
  • Over 2 million user base
  • Best in class customer support
accounting tools

Brief Product Description and Pricing

ShareFile for Accountants can provide your business with a secure, easy and professional way to exchange important documents, such as Quickbooks files and tax returns, with clients. The custom-branded, password-protected portal provides a way to exchange confidential tax documents and other sensitive financial information with clients and colleagues. With ShareFile for Accountants, your business can exchange files up to 10 GB in size.

A few key features include: a dedicated account manager, unlimited client/user accounts, custom company branding, encrypted transfer and storage, send and receive alerts, daily security scans and a complete audit trail of all activity.

Technical Specifications

  • Windows 7 or Higher
  • Windows Server 2008 R2
  • Windows Server 2012 R2
  • Windows Server 2016
  • .NET 4.6.2 Framework is required
  • Files are transmitted and stored with 128-bit SSL encryption
  • SAS 70 audited data center
  • Real time back-up
Technical specs

Integration with Accounting and Ease of Setup

  • ShareFile integrates with tax software and Microsoft Outlook
  • Can be easily set up by dedicated account manager and users can have access to account immediately
Business information

Company History and Contact Information

Based in Raleigh, North Carolina, ShareFile was launched in November of 2005. Since 2005, Citrix ShareFile® has helped more than 65,000 corporate customers and 22 million users around the globe securely access, share and collaborate on files and data.

Contact information:
120 South West Street
Raleigh, NC 27603

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