ShareFile is steadily becoming the portal of choice in the CPA industry. It allows you to access and manage your data from any device, at any time, from any location. We are looking to make ShareFile our delivery method of choice for transmitting your tax returns to you this coming year. As always, the choice of how to receive your tax returns will be yours, but the following describes some of the benefits to you of using the ShareFile system:

ShareFile is built around HIPAA standards. Data is stored using 256-bit encryption in state-of-the-art datacenters located in the United States.

Mobile Access
Along with an easy-to-use website, ShareFile also offers apps for iOS, Android, Windows or Blackberry devices. Like the website, the app stores everything in an encrypted environment. Apps are free and offer similar functionality as the website.

Document storage
Never worry about where your documents are stored or if you will lose everything if your computer fails. ShareFile is always accessible, backed up multiple times a day, and has built-in antivirus protection.

Sync application
ShareFile offers a desktop application that can sync the documents stored in ShareFile to your local computer. This is a great utility if you will be transferring documents with The Bonadio Group on a regular basis or want them easily accessible on your computer.


And lastly, it’s green! Less paper or plastic (CD Rom), so it’s better for the environment.

Please feel free to contact your tax professional if you have any questions, and have a wonderful holiday season!

Jeffrey Corey is senior counsel based out of our Rochester, NY office.

This material has been prepared for general, informational purposes only and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Should you require any such advice, please contact us directly. The information contained herein does not create, and your review or use of the information does not constitute, an accountant-client relationship.

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