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Tech Demo

TD2503. Maximize Advisory Time with ShareFile’s AI-Powered Document Workflows, presented by Progress Sharefile

Discover how thousands of accounting professionals are transforming their firms with Progress ShareFile. Discover how ShareFile can simplify client interactions, automate routine tasks and consolidate your tech stack that cut costs and complexity.

With ShareFile you can:
• Extract key insights from financial documents up ~96% faster
• Boost client response by ~32%
• Reclaim ~4.25 hours per tax engagement
• Collect documents ~3.5× faster

Don’t miss this opportunity to learn how you can speed up tax engagements and deliver standout client experiences that give your firm a competitive edge.

Learning Objectives:

  • Learn how you can speed up tax engagements with ShareFile
  • Learn how to automate routine tasks with ShareFile
  • Learn how ShareFile can consolidate your tech stack, cutting costs and complexity.
Date/Time
CPE Credits
0.0
NASBA Field of Study
Computer Software & Applications
Level
Overview – (for individuals at all organizational levels)
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
TCH
PRA