Integration/ CPA Practice Management

ShareFile

Secure file sharing and client document portal by Citrix

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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