With ShareFile for Accountants, you can exchange confidential tax documents with your clients in a completely secure, professional, and easy manner. With just a few clicks, you can transmit large QuickBooks, PDF, Excel, or any other type of business files and make them available for password-protected download by your clients.
With ShareFile, you can rest assured that your data is sent securely and in compliance with legal regulations regarding the privacy and security of confidential information. To protect against hacking and other intrusion attacks, ShareFile undergoes daily third-party security audits by ScanAlert.
All communications between ShareFile and end users are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services such as Amazon.com for secure communication.
Once on ShareFile's servers, files are encrypted with 128-bit keys and stored using a 32-character random filename with no file extensions. According to 2005 estimates by the Yankee Group, a 128-bit encryption key is so strong that it would take .25 sextillion years (a sextillion is one followed by twenty one zeros) to break in a brute force attack.
ShareFile gives you the ability to grant access to folders and files on a very granular level. Only users who are designated by administrators on a folder can access the contents of that folder. Users without access to the folder will not even see the folder in their view of the system.
ShareFile also maintains a full audit trail of file access. All logins, uploads, downloads, and delete operations are logged in ShareFile's database along with their timestamp and the IP address and email address of the user performing the operation. These records are retained for at least 90 days and can be exported and downloaded in Excel format via the "Admin" panel in the system.
When you sign up for an account, our graphic design specialists will customize your ShareFile portal to seamlessly match your company logo and web site at no extra charge. We'll even provide you with a snippet of HTML code so that you can put a ShareFile login box right on your web site. With ShareFile, you'll have a professional client portal that will streamline your communications and differentiate you from your competitors.
With ShareFile's notification and audit tracking features, you'll always be fully apprised of upload and download activity on your site. Our powerful notification features let you choose to be notified any time files in particular folders are uploaded or downloaded. You can also set up notifications so that your clients or colleagues are notified when you upload or download files from particular folders.
Each folder in the ShareFile system also contains Activity Logs so you can quickly review the history of a folder, including uploads, downloads, and delete operations.
Administrators also have access to powerful reporting tools that allow them to run usage reports on the entire account or individual users and see full history of logins, uploads, downloads, and other relevant operations. All usage reports stamp each activity with the exact time of the event as well as the IP address of the computer who performed the action.
ShareFile is the easiest way to share business files with one person or with a hundred.
Just click on the "Send a File" link on the navigation bar, enter an email address and click to upload your file. A message is instantly sent to the recipient with a link (with optional login required). They click on the link and can download the file securely, quickly and easily, and you receive an email notification that the user has downloaded the file.
If you need a client to send you a file, simply click "Request a File" and the client is sent an email with a hyperlink to a secure upload form.
For projects involve many files and/or users, you can set up password-protected online folders with just a few clicks. Giving users access to folders is as simple as typing their email address. You can set up as many different passwords and permissions as you need. With ShareFile, you can easily set up a secure portal where clients can access electronic versions of their tax returns and other documents 24/7.
Many files, such as QuickBooks and Excel data files, are simply too large for standard email. Instead of using expensive couriers and overnight delivery services, you can use ShareFile to securely deliver files to your clients in a fraction of the time and at a lower cost.