ShareFile

ShareFile is a secure file sharing and document management platform from Cloud Software Group (formerly Citrix). It provides encrypted cloud storage, customisable client portals, built-in e-signatures, and automated document request workflows.

Accounting firms use ShareFile to exchange sensitive documents with clients securely — tax returns, financial statements, engagement letters, and source documents. The platform supports large file transfers, detailed audit trails, and compliance features including data encryption at rest and in transit, multi-factor authentication, and granular access controls. Automated document request workflows let firms send structured requests to clients and track responses.

ShareFile integrates with Microsoft Outlook, Gmail, and other productivity tools. It is best suited for firms that need a dedicated secure file sharing layer, particularly those with compliance requirements around document handling. Firms looking for document management more tightly integrated with accounting software may prefer SmartVault or SuiteFiles.