Build Your Paperless Practice
February 24, 2017

Build Your Paperless Practice

David Kalet, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Citrix ShareFile

I use it to service my tax and accounting clients.
  • Security
  • Ease of use
  • I have no opportunities for improvement.
  • Has allowed me to establish a paperless business model.
  • I am able to quickly service remote clients.
  • It is a key competitive advantage.
I have used the version offered with Thompson Reuters website. It was good, but this is excellent.
Perfect for servicing remote clients. saves everyone on travel time.

ShareFile Feature Ratings

Versioning
10
Video files
Not Rated
Audio files
Not Rated
Document collaboration
10
Access control
10
File search
Not Rated
Device sync
Not Rated
User and role management
10
File organization
10
Device management
Not Rated
Performance
10
Reliability
10
Storage Reports
Not Rated