CPAacademy.org | GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM

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GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateOctober 11, 2016

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaOther

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
Other

Course Description

See how Citrix ShareFile® improves efficiency, safeguards your documents, fosters collaboration with clients, and pays for itself throughout the year. This demo will show you how ShareFile allows you to:

- 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)

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
[email protected]
(919) 948-1588

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

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.