Questions on the Sharefile basics? Give our video tutorial a try!
This process allows our clients to upload their information and your CPA to manage this information and ultimately process a return - all without needing to mail or meet at the office.
See how KKCPA is improving client’s workflow
Frequently Asked Questions
1) What is ShareFile?
ShareFile is a file-sharing system developed by Citrix, a very well respected software company that provides server, application, and desktop virtualization to both consumers and businesses.
Our specific implementation of ShareFile allows our clients to be in constant contact with their CPA. Any files that are uploaded to your secure file create automatically create an alert to the CPAs. Similarly, any files uploaded or modified by the CPAs will create an email alert that goes to the client, all backed by industry-leading encryption.
2) How do I start using it?
Existing clients should have already received an email with their accounts already set-up! If you cannot find your invite link, please call KKCPA and we will gladly resend the invitation!
New clients must call KKCPA to provide basic information such as name and email address. We will then create your account and send you an invitation to your email! It’s that easy! From here, you can simply drag and drop or click to upload any files necessary.
3) How can I learn more?
Please call KKCPA at 414 271 5580. We will be glad to help!