The system can be used from any web-enabled phone or tablet device, and ShareFile apps are available for iPhone, iPad, BlackBerry, Windows Phone and Android phones and tablets. The program can also be used across all major browsers, including Internet Explorer, Firefox, Google Chrome, Safari and Opera. The primary integration functions in ShareFile are found in the Outlook add-on utility and the ability to output reports and lists to Excel. No direct integration with professional accounting programs is available.
Help/Support - 5 Stars
ShareFile offers a Help utility on the firm view side that includes a searchable knowledgebase, categorized Help, tutorials, how-tos, and the ability to start an IM chat session with live support representatives or submit a ticket. Contact information for live support with a dedicated account manager is also provided on the site. Phone support is included in pricing and is available weekdays from 8:00 a.m. to 8:00 p.m. Eastern Time, as well as email monitoring during off hours.
Summary & Pricing
ShareFile for Accountants is an easy to use and learn tool that makes sharing documents with clients much more secure and compliant than email, and provides additional security and management tools, including automated document retention and expiration settings, that give added firm control over files and folders. ShareFile is available in plans starting at $29.95 for the Basic version and $59.95 for the Professional version, but users like accounting practices who send larger file types back and forth, such as bookkeeping program data files, are best matched with the Enterprise version, which costs $99.95 per month, for up to 20 staff users, and has the ability to create any number of client companies and users, who can all share files, documents, QB data or anything else, depending upon their access rights.