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Sharefile is definitely just a doc portal. Like I said, our tax side is fairly small so we manage all that within Drake. Securefilepro provides that functionality but I don’t love it. I still use it for sending out organizers & engagement letters but usually just request files back thru Sharefile.

We’re using Sharefile which is where we started originally. We tried Imagineshare which worked OK for data sharing but was unwieldy for e-signatures. Then we tried Securefilepro (tied to our Drake software) which I don’t think worked as well for clients but integrated well for us. 1/2