A Great Product for the Price
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.
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


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