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Yourdocumentmanagement

YOUR DOCUMENT MANAGEMENT SOLUTION

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 6, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Small Business Owner
Series: Bookkeeper
Course Description

Get real value during tax season and beyond with the tool that offers safe and quick exchange of large files, unlimited storage, secure backup, remote access, legally binding e-signatures and more. With ShareFile, you have a secure cloud-based solution that's easy to use for you and your clients, fosters collaboration and pays for itself throughout the year.

Learning Objectives

  • Reduce paperwork by sending and receiving client documents electronically.

  • Send large, encrypted files right from your inbox.

  • 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).

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Testimonials
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Gene Arthur, FL

"Chasing documents is such a 'time-waster' that it can cripple productivity. Eliminating this can only help any practice. All practices must use an efficient and effective DMS to succeed. Thanks for the key information."
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Stanley, GA

"Very interesting and the speaker knows his stuff!"
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Modesta, IL

"I really like the webminar, and I learn a lot."
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Charles, SC

"I wish all the demo's were this good."
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Specioza, WI

"The webinar was informative"
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Hongyi, CO

"Like the demo and the humor"
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Rebecca, CA

"Thank you! Good webinar."
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David, SC

"Presentation was very good, eager for more information and detail!"
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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

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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.

About Our Presenter

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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.