Citrix ShareFile has been helping thousands of accounting professionals store and share documents simply and securely with clients for over a decade. Because of our commitment to our customers, we've recently added a new feature that has been highly requested: PBC, or request list. With the new request list feature, you can execute every request list without confusing email threads or guesswork. Take advantage of this client-friendly way to share, exchange monthly statements, tax returns, audit documentation and even track the status of any request list in a secure easy-to-access workspace.
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Reduce paperwork by sending and receiving client documents electronically.
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Access and edit your documents from anywhere.
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Have clients e-sign documents using RightSignature™.
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Integrate all of this with your existing tax software (e.g., QuickBooks).
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Learn about the new request list feature.
Jason Goldfinger
Mango Practice Management
Vertical Manager Accounting
[email protected]
(919) 948-1588
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.
Matt Wheeler
ShareFile
Product Manager
[email protected]
(919) 324-6658
Matt Wheeler is a CPA and spent 8 years in public accounting with CliftonLarsonAllen. He was an auditor and tax preparer for clients in a dozen different industries. Subsequently, he taught himself how to code and built a workflow and collaboration solution for CPA firms and their clients. Matt has recently joined Citrix as a product manager to help drive innovation for the accounting industry.
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