ShareFile
Secure file sharing and client document portal by Citrix
- CPA Practice Management
- Documents & eSignature
Secure file sharing and client document portal by Citrix
What Adopt agents can do with ShareFile
- Share and retrieve client files securely
- Track document activity and access logs
- Automate client document requests
- Route documents for signature
Why finance teams connect ShareFile
Adopt agents read from and write to ShareFile over a governed connection, so close, reconciliation, and reporting work runs across ShareFile and the rest of your finance stack without manual exports or swivel-chair data entry.
What you can do
Share and retrieve client files securely
Track document activity and access logs
Automate client document requests
Route documents for signature
