Content Provider
Sharefile logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Citrix sharefile docmanagement

GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 11, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

See how Citrix ShareFile® improves efficiency, safeguards your documents, fosters collaboration with clients, and pays for itself throughout the year. This demo will show you how ShareFile allows you to:

- Reduce paperwork by sending and receiving client documents electronically
- Send large, encrypted files right from your inbox
- Access and edit your documents from anywhere
- Have clients e-sign documents using RightSignature™
- Integrate all of this with your existing tax software (e.g., QuickBooks)

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
[email protected]
(919) 948-1588

Mango logo

Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

About Our Presenter

Sharefile logo
ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.