Content Provider
Sharefile logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Busyseason citrix

GET READY FOR BUSY SEASON WITH SHAREFILE'S NEWEST FEATURE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Citrix ShareFile has been helping thousands of accounting professionals store and share documents simply and securely with clients for over a decade. Because of our commitment to our customers, we've recently added a new feature that has been highly requested: PBC, or request list. With the new request list feature, you can execute every request list without confusing email threads or guesswork. Take advantage of this client-friendly way to share, exchange monthly statements, tax returns, audit documentation and even track the status of any request list in a secure easy-to-access workspace.

Learning Objectives

  • Reduce paperwork by sending and receiving client documents electronically.

  • Access and edit your documents from anywhere.

  • Have clients e-sign documents using RightSignature™.

  • Integrate all of this with your existing tax software (e.g., QuickBooks).

  • Learn about the new request list feature​.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

Mango logo

Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

Linkedin

Matt Wheeler

ShareFile
Product Manager
matt.wheeler@citrix.com
(919) 324-6658

Sharefile logo

Matt Wheeler is a CPA and spent 8 years in public accounting with CliftonLarsonAllen. He was an auditor and tax preparer for clients in a dozen different industries. Subsequently, he taught himself how to code and built a workflow and collaboration solution for CPA firms and their clients. Matt has recently joined Citrix as a product manager to help drive innovation for the accounting industry.

About Our Presenter

Sharefile logo
ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.