Overall Satisfaction with ShareFile
Sending files securely. I like sending files with the link, so that the files are not emailed with passwords.
- Sending files to clients securely
- Need to spend some time training for more uses.
- Some of my clients are not able to open and download files.
- I don't know how to troubleshoot their problems.
- In order to help my clients, I don't know what questions to ask to allow them to download files.
- Sending files securely.
- During business tax seasons, use of this software has saved me a lot of time. Excellent.
I like ShareFile much better than Mango Practice Management. I think the navigation is much more intuitive and user-friendly.
Do you think ShareFile delivers good value for the price?
Yes
Are you happy with ShareFile's feature set?
Yes
Did ShareFile live up to sales and marketing promises?
Yes
Did implementation of ShareFile go as expected?
Yes
Would you buy ShareFile again?
Yes
ShareFile Feature Ratings
Using ShareFile
1 - Owner, CPA
1 - Accounting and tax professional. Must send files to customers that are secure.
- Sending files securely
- Securing client signatues
- Sharing files with clients
- Clients sharing files with me
- Use the software to secure customer signatures.
Evaluating ShareFile and Competitors
- Cloud Solutions
- Ease of Use
Sending files securely and giving my clients the ability to share files with me. The software is easy to use and intuitive.
I might look at another software package. But I am happy with the choice.
ShareFile Implementation
- Implemented in-house
Change management was minimal - I'm a one person office. I have really liked the software.
- Did not do training because of the time of the year I implemented the software.
- Need to do more training.
ShareFile Training
Configuring ShareFile
No - we have not done any customization to the interface
No - we have not done any custom code
ShareFile Support
Pros | Cons |
---|---|
None | None |
No. I have not needed it.
I have not used support.
Using ShareFile
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Sharing files
- Receiving files from clients.
- Securing signatures--can't remember how to do it.
- Haven't used any other functions.
ShareFile Reliability
Integrating ShareFile
- None
I have not tried to integrate the product.
- don't know
I would like to be able to send tax returns from my Thomson Returns CS Professional Suite. I am on virtual office and I don't believe there is a link to use ShareFile with the software package.
- File import/export
None
Relationship with ShareFile
No special terms.
Upgrading ShareFile
Yes - I think I loaded the upgrade. The program is still working well and I have not had any issues with using the software.
- I need training. I am not using the upgrades.