ShareFile keep my client data secure.
Use Cases and Deployment Scope
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.
Pros
- Stores documents for my clients securely.
- Allows me to stay organized with folders and subfolders for each client.
- With the 365 subscription, I can create documents, spreadsheets and PowerPoint presentations within ShareFile.
- Allows me to send and request files from within ShareFile.
Cons
- I'd like to better know how to use templates.
- I would like to have some pre-created templates for clients.
- I want more space within my subscription in case I ever run low on it.
- I want to be able to send templates to many clients at once, rather than one at a time.
Usability
Return on Investment
- 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.
Alternatives Considered
Dropbox
Other Software Used
OLT OnLine Taxes, QuickBooks Online
