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ShareFile

ShareFile Solution Partner Program

Trusted by over 20,000 businesses world-wide, ShareFile's file transfer solution offers a wide range of features designed to make life easier for accounting professionals. ShareFile for Accountants is endorsed by industry leaders including The Sleeter Group, K2 Enterprises, and RootWorks.

It's easy to use.

ShareFile for Accountants is web based and works with any operating system, browser, or mobile device. ShareFile can upload files of any type up to 10 GB in size, allowing you to transfer large Excel workbooks or QuickBooks files that cannot normally be sent over email. You can even map a local drive to your ShareFile portal so that you can transfer files directly from your tax and document management software.

  • Online portal with no required software or sign up for clients
  • Microsoft Outlook integration
  • Desktop tools for drag and drop file transfer

It's secure.

ShareFile for Accountants is a great tool for quickly sending and receiving files without compromising clients' privacy. All ShareFile servers meet SSAE 16 standards for security, and all data is backed up to an alternate server location to protect against data loss. Your portal is password-protected, and clients are only able to see their own files on the account.

  • Activity reports and notifications
  • 256-bit SSL encryption for uploads and downloads
  • Granular access permissions

It's professional.

ShareFile accounts can be custom branded to display your logo and colors, so that your client portal becomes an extension of your own website. Unlike file transfer services designed for personal use, ShareFile for Accountants also comes with world-class customer support.

  • Tools to integrate your ShareFile account with your own website
  • Dedicated account manager
  • Custom training sessions available

How to get started:

A limited ShareFile account comes free with membership in the Sleeter Group Consultants Network, or you may purchase an account separately.