Are you getting the most out of your admin tools? 🔧. Our expert-led webinar walks you through key settings, configuration best practices, and tips to boost security, user management, and performance. 📈. ✅ New or experienced, get powerful takeaways 👉

AI and automation often stick together – but they’re not the same thing. ❌. Understanding the difference is key to using them effectively. We're passionate about improving workflows with both, but knowing how they work is crucial. 💡. ➡️ Read the blog:

Effective vs. efficient – do you face this trade-off? 🤔 . Getting the job done is one thing, but doing it the best way another! 🙌 . Does efficiency matter to you & where do you land on the spectrum?. 🗳️ Vote in @JodyPadarCPA's poll! ⤵️.

Tired of juggling documents across emails, folders & portals? 📑. Discover how ShareFile simplifies document workflows for accounting firms – so you can save time, stay secure, and work smarter. 🎥 Dive into the webinar recording:

Legal tech is full of promise, but not every tool lives up to the hype. 💼. We spoke with two legal tech insiders & they shared insights from both the buyer and user perspectives on aligning new technology with legal team’s needs. ⚖️. 🔗 Read the blog:

Sharing is caring – if done right. 🙌. With SharFile’s Shareable Links, you can: .✅ Share forms securely .✅ Collect data fast .✅ Hit client deadlines . 🎥 Watch the demo & learn more here:

AI tools are everywhere – cutting costs and boosting growth. But can you trust them? 🤖. Look into the real deal with AI outputs – what they are, how they work and practical steps for using them effectively & responsibly. ✅ Read the blog:

Simplify secure data collection with ShareFile Information Request! 🗃️. Easily create customizable forms, track responses, export insights, and streamline client collaboration – all in one place. 🎥 Watch the tutorial and start creating smarter requests:

Think you know ShareFile? Think again! 💡 . Join our experts for a deep dive into ShareFile Premium and see how security-focused industries are cutting risk, costs, and clutter – while speeding up work. This session will show what’s truly possible 👉

Too much text, not enough time? ⏱️. Locating information in lengthy documents is a major productivity drain. 😓. That’s where document question answering steps in! Ask natural questions, get direct answers – without all the scrolling. ✅ . 🔗Read the blog:

Modernize your firm with an AI-powered platform that automates workflows and streamlines tax engagements! 🗃️. Cut up to 4.25 hours off each client's tax return prep by simplifying the tedious tasks & deliver a better client experience. ✅ Learn more:

The last months were packed with powerful updates to ShareFile! 🚀. Catch the latest webinar recording to learn how the new & enhanced features can ease your day-to-day work. 🎥 Watch here: 🔗 Say tuned for upcoming webinars:

In 2025, #Accounting clients aren’t just looking for expertise. They’re looking for consumer-grade experiences like mobile apps, intelligent alerts and real-time transparency. 🔗 Read more in the full blog post:

Hey #Accountants, if you're struggling to chase down PBC (Provided by Client) documents, there’s a better way! 💡 #TaxTwitter. Take a look at how ShareFile can speed up your document collection and boost client responsiveness:

Looking for smarter ways to protect your data? 🔐. This quick @EarmarkCPE course shows how to use ShareFile’s built-in security features—2FA, alerts, permissions & more. ✅ Control access.✅ Simplify compliance.✅ Stay audit-ready. Sharpen your skills 👉

Client interactions can involve tedious back-and-forth communication. 😓. Enter the new ShareFile for Clients mobile app, which empowers clients to stay engaged on the go! 📲 Results? Faster client response rate and staying more on schedule. ✅ Read more:

Collaborating in Google Workspace is second nature in most professional settings – but is it the most secure way to share files? 🗃️. Take it to the next level by integrating with ShareFile for smarter, safer and more seamless workflows. Read the blog 👉

Staffing shortages in accounting make efficiency a top priority. 🎯. The new Progress ShareFile Client Hub simplifies workflows by centralizing client info, files, and projects & users are already reaping the benefits. 🔗 Discover more:

Still haven’t reviewed what worked (or didn’t) this past tax season? It’s not too late. 🙌. In our recent webinar @JodyPadarCPA broke down how AI & automation can transform your workflows for a smoother next season. 🎥 Catch the replay:

Spend more time advising clients and less time reviewing lengthy contracts, proposals, and records! ⏱️🙌. AI-powered document summarization and Q&A instantly extract key details, eliminating tedious manual analysis. ✅ Find out more: