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Citirix securesimple

LEARN ABOUT THE SECURE, SIMPLE SOLUTION FOR ACCOUNTING FIRMS OF ANY SIZE

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Get real value during tax season and beyond with the tool that offers safe and quick exchange of large files, unlimited storage, secure backup, remote access, legally binding e-signatures and more. With ShareFile, you have a secure cloud-based solution that’s easy to use for you and your clients, fosters collaboration and pays for itself throughout the year

Learning Objectives

  • Reduce paperwork by sending and receiving client documents electronically.

  • Send large, encrypted files right from your inbox.

  • Access and edit your documents from anywhere.

  • Have clients e-sign documents using RightSignature™.

  • Integrate all of this with your existing tax software (e.g., QuickBooks).

Linkedin

Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

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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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.