ShareFile revolutionizes accounting with new innovations for seamless workflows.

1 min read


  • ShareFile has introduced new accounting functionalities to improve workflows for accountants and CPAs.
  • The new features include efficiency-driving automations, templates, document automation, integrations, and client portal optimizations.

ShareFile, a business unit of Cloud Software Group, Inc., has unveiled new innovations aimed at transforming accounting workflows and enhancing client satisfaction. These new capabilities are designed to address the challenges faced by accounting professionals, such as time-consuming manual administrative work. By automating and streamlining processes, ShareFile is revolutionizing how accountants manage their work and deliver exceptional client experiences.

David Le Strat, Senior Vice President of Product & Technology at ShareFile, emphasized the company’s commitment to empowering accounting professionals with tools that simplify workflows and drive success. The new features introduced by ShareFile include efficiency-driving automations, templates, document automation, integrations with essential accounting tools, purpose-built solutions for accounting workflows, and optimizations for client satisfaction.

To support core accounting capabilities like document collection, e-signature, automation, and client communication, ShareFile has added features such as ready-to-use templates, document automation, and seamless integrations with tools like QuickBooks and Xero. These enhancements aim to enhance the client lifecycle and experience, providing a frictionless engagement for clients.

Nayo Carter-Gray EA, CEO of 1st Step Accounting, commended ShareFile for helping firms work more efficiently and effectively, while Nicole Davis, CEO of Butler-Davis Tax & Accounting LLC, highlighted the built-in automation and ready-to-use templates in Solutions that simplify client onboarding and document gathering processes.

The new features are currently available to users of ShareFile Premium, with solutions like the U.S. Individual Income Tax Return Solution offered as a beta release. Specific pricing and packaging details for ShareFile solutions will be announced upon general availability, with additional terms and conditions potentially applying.

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