Accounting firms rely on Citrix ShareFile for a comprehensive and secure cloud storage solution. Find out how to streamline workflows, easily share files with clients, and cut out the clutter of papers and thumb drives even in the thick of the busy tax season. Learn more at: https://www.sharefile.com/industries/accounting

1. The secure, simple solution for
accounting firms of any size —
Citrix ShareFile.

2. Get real value during tax season
and beyond with the tool that
offers safe and quick exchange of
large files, unlimited storage, secure
backup, remote access, legally
binding e-signatures and more.
With ShareFile, you have a secure
cloud-based solution that’s easy to
use for you and your clients, fosters
collaboration and pays for itself
throughout the year.

3. How ShareFile helps
accountants and their
clients save time
ShareFile does more than allow you to send and receive large,
confidential files up to 100 GB — it lets you store and access
as many files and forms as desired in one central repository
with just a few clicks. It’s an easier way to archive, reference
and retrieve past tax documents and other client information
than rummaging through paper files or emails stored in
different places.
You can also collaborate simultaneously on one document,
as ShareFile can sync to devices so that each work station has
access to the same files, and enjoy other features that promote
efficiency. ShareFile creates an integrated workflow that cuts
your costs and impresses clients with your professionalism
while giving you more time to work with them.

4. A survey found that 95%
of ShareFile customers
are likely to recommend
it to others.
Why? Read on!
* Based on a TechValidate survey of 747 users who rated their likelihood to recommend
as 7 or higher on a scale of 0 to 10.

5. An easier way to tackle
tax season
Tired of dealing with mounds of paper, CDs, thumb drives,
following up on signatures and waiting on the mail? Since
we provide unlimited live training sessions and white glove
onboarding for your staff and clients, implementing ShareFile
is a lot easier than you think.
ShareFile also integrates with your existing systems and
tax software so it’s simple to use when storing and sharing
documents. The ShareFile Plugin for Microsoft Outlook lets
you send large files right from your inbox, and clients can
send you files of any size electronically. Other professional
integrations let you scan printed client files directly to your
ShareFile account on any Fujitsu ScanSnap scanner to reduce
paperwork, as well as link electronic source documents
securely in QuickBooks Online without size restrictions and
with permanent storage and backup in ShareFile. And your
clients will never need software downloads, usernames or
passwords to access their files.
SCANSNAP SCAN TO SHAREFILE
QUICKBOOKS INTEGRATION
SHAREFILE PLUGIN FOR
MICROSOFT OUTLOOK

6. Security for all areas of
your business
Your clients trust you with their financial information, so
shouldn’t you use top security at all times? ShareFile stores
your files with the same state-of-the-art encryption protocol
used by the federal government. Secure datacenters in
the cloud keep your information backed up and updated.
For sharing, password-protected PDFs fail to provide the
protection of encrypted email from ShareFile. With encrypted
email, sensitive information contained in the email’s body and
its attachments supports FINRA and HIPAA compliance and
industry standards.
With RightSignature, you can obtain IRS-accepted hand-
drawn electronic signatures for documents and have them
automatically returned to your ShareFile account. It’s virtually
impossible for clients to miss a field on a form.

7. © 2015 Citrix Systems, Inc. All rights reserved. Citrix and ShareFile are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be
registered in the U.S. Patent and Trademark Office and in other countries. All other trademarks are the property of their respective owners.
These and other measures lessen your security
worries and allow you to spend more time working on
tasks that generate income. With ShareFile, you have an
all-in-one solution to safeguard your documents every
step of the way while improving efficiency.
Learn more
Visit www.ShareFile.com to see how ShareFile can work for you.