Progress ShareFile

Managing documents with external clients and partners has to be efficient and secure. We use ShareFile for secure storage, sharing, document searching, and for digital signing. We use ShareFile because it helps us be efficient and secure and the product keeps developing in ways that increase its value to us over time.

• Efficiency. Faster coordination with our clients saves time and allows us to move through projects more quickly. Allowing us to bill more quickly and manage our margins.
• Control. Since control is essential we can either do it the hard and manual way which creates all kinds of inefficiency issues. Or, we can use ShareFile with excellent control (tracking, permissioning, principle of least privilege, users groups) delivered in a way that is efficient.
• Compliance. We need to protect our customer's information and prove we are compliant. ShareFile helps us do both. An essential element.

Podio

Smartsheet

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

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

We use Progress ShareFile to store Closing Books after completion of an M&A transaction internally and with shared accounts with our clients. We also use ShareFile to upload and then to distribute Closing Books after completion of an M&A transaction when ZipFile distribution is too large to send in an email to specific recipients.

• Saves time instead of loading documents onto a flash drive and distributing manually.
• Provides secure messaging for personal documents or documents with protected information for client confidentiality.

Datasite Diligence Virtual Data Room, iDeals Virtual Data Rooms, Firmex Virtual Data Room and SS&C Intralinks DealCentre

Firmex Virtual Data Room, SS&C Intralinks DealCentre, Datasite Diligence Virtual Data Room, Dropbox, Google Drive