Streamline Your Tax Engagements
Reduce Manual Tasks and Enhance Client Experience
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It’s often difficult for accounting professionals to collaborate effectively. Whether it’s managing complex client interactions, spending time on tedious, manual workflows, or switching among half a dozen tools to get work done, essential processes are often disjointed and, as a result, the client experience suffers.
That’s why we created solutions. ShareFile wants to simplify everyday processes and empower accounting professionals with customized workflows that are ready to use, so accountants can get exactly what they need for engagements, all in one place.
Simplify Tax Teturn Processes
The Income Tax Return solution streamlines the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. With the solution, accounting professionals can:
Standardize client engagements for individual and business tax returns: Organize tax services with ready-to-use templates for individual and business tax preparation — forms 1040, 1065, 1120-S, 1120-C, and 990
Effortlessly onboard clients: Onboard and collect client information with embedded workflows and intake forms
Automate engagement letters: Send automated engagement letters to speed up the engagement process
Collect client data with templated questionnaires and PBC lists: Enable seamless collection of client documents and data with customizable, templated request lists and digital forms
Import files easily from popular accounting software: Securely transfer files easily between ShareFile and accounting software like CCH, Drake, Lacerte, ProSeries, UltraTax, and others
Improve staff visibility and collaboration: Delegate tasks, collaborate with team members, and manage client engagements in a single location
Streamline the finalization process: Finalize the service by sending IRS form 8879s for e-signature with knowledge-based authentication, centralizing the entire process in the client engagement
Everything in One Place
The Income Tax Return solution brings together document-heavy processes in one place, simplifying client collaboration and providing visibility into return status. In fact, ShareFile can help you save an estimated 4.25 hours per client tax return!*
There’s no need for multiple tools to support document request lists, digital forms creation, and e-signatures, helping you to reduce costs and tech stack complexity. The solution also enables firms to accelerate service delivery with automation that eliminates manual touchpoints.
*This calculation is an estimate only based on internal research using current prices and is subject to change. ShareFile is not responsible for the content, results, or accuracy of the estimated information and actual results will vary.