A Great Product for the Price
August 20, 2024

A Great Product for the Price

David Horner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Advanced

Overall Satisfaction with ShareFile

We use ShareFile to securely send tax documents to clients for signature, and to send copies for their files as well.

We find it to be an easy to use product, even for our less tech-savvy clients, who seem to be perfectly capable of finding the correct forms, signing, and then having them automatically returned to us.

Pros

  • Returns Signed Documents
  • Easy-to-use for clients
  • Easy-to use for our firm

Cons

  • Would love to be able to sign client copies of returns electronically without having to use the signature feature
  • Speeds up document signature time (and therefore receivable collection)
Has made it much simpler than traditional mail or client coming to office.
For out of area clients, ShareFile has provided a quick, easy way to obtain signatures on tax documents requiring them. Clients also feel less time pressure on reading engagement letters and similar documents.

Do you think Progress ShareFile delivers good value for the price?

Yes

Are you happy with Progress ShareFile's feature set?

Yes

Did Progress ShareFile live up to sales and marketing promises?

Yes

Did implementation of Progress ShareFile go as expected?

Yes

Would you buy Progress ShareFile again?

Yes

Perfect for providing tax documents to out of area clients.
Also a great way to obtain necessary signatures on forms requiring signature.

Progress ShareFile Feature Ratings

Versioning
8
Video files
Not Rated
Audio files
Not Rated
Document collaboration
Not Rated
Access control
Not Rated
File search
Not Rated
Device sync
Not Rated
User and role management
9
File organization
7
Device management
9
Performance
Not Rated
Reliability
Not Rated
Storage Reports
Not Rated

Comments

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