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ShareFile | Citrix

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share documents with clients or customers. Along with file sharing capability, Citrix ShareFile also includes document storage capability, a secure email, application, and file sync capability that allows users to sync a folder on a desktop or laptop and later sync the folder contents with ShareFile.

ShareFile
  • Collaboration tools
  • Security
  • Compliance
  • Content Management
  • E-Signature
ShareFile

Companies that integrate with Citrix ShareFile

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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ShareFile

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