Progress ShareFile

It addresses the need for a secure data repository. It allows me to request and send documents securely, as well as electronically sign documents and send them for signature. I use it for all my secure data storage needs and greatly appreciate it. I recommend it to other CPAs and professionals who need a secure way to store sensitive client data.

• ShareFile keeps everything secure. Clients appreciate the fact that I can give them a link to a folder, rather than uploading a number of attachments into an email.
• It shows that I care about data security.
• Clients appreciate that I am storing their paperwork in a secure location. I appreciate the lack of need for filing cabinets, and the fact I can access data on any device.

Dropbox

OLT OnLine Taxes, QuickBooks Online

We primarily use ShareFile to upload and download large files, although we have used it a bit for ad proof approval procedures. Sometimes we need to deliver large printable files which either won't send via email or are very slow and block up email programs. Having ShareFile gives us a way to send them with a quick link.

• As much of our revenue comes from ad sales and job printing sales, being able to share large files over a secure platform that allows for access control definitely has an impact on our bottom line.
• When we need to share a large file of our publications in a way that keeps them secure and helps prevent widespread sharing of premium content, ShareFile helps us protect our investment in providing content only to those users who should have access.
• Have investigated other services, and when comparing apples to apples, ie plans that provide the same levels of services, the cost is comparable for better user role control, access and file management.

Dropbox and Google Drive

Asana, Adobe Acrobat, Gemini

Progress ShareFile allows for transfer of data between our company and our clients in a secure manner. The system provides a portal and secure email transfer of documents. Our business does not accept documents via unencrypted email or attachments to emails and this facilitates that process.

• The ability to have remote access to date via cloud storage
• Secure, cloud storage access
• Collaborative work space - sharing of documents.

Progress ShareFile is mainly used to create anonymous download-links to files we put onto our Progress ShareFile account. But you can also create anonymous download-links with e-mail notification so you get a message 'who' has done the download.

With the Progress ShareFile "connector" (I hope I use the right terminology) we have also access to a local (on-prem) fileserver. There is also a Progress ShareFile -connector, but not used this until now....

• ROI is extreemly hard to calculate (in my situation)

OneDrive

I use ShareFile as a Customer Document management and Customer Access portal. It also allows me to securely share large or encrypted files with others outside my organization or customer list. I love the security it provides for everything related to my business and personal needs.

• Collaboration is EXCELLENT.
• I haven't learned to use some features, but I love that you have returned to having print with photo example instructions and the video links on "how-tos". There are many styles of learners, and when Citrix limited the customer and even the administrator user instructions to just video, I almost left the platform. I am very visual but not a good audio learner and I like to have print instructions with image examples to refer back to for items i frequently forget. I understand this may take longer to keep current, but I appreciate it. Thank you again for returning those learning options.

Microsoft SharePoint and Adobe Acrobat Sign

Microsoft 365 Business Premium, Adobe Acrobat, QuickBooks Desktop Enterprise