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Self-Study CPE
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Sharefile freedom


Cost Free   CPE Credits 1.0 hour   Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm 
Course Description

More and more accounting firms are empowering their teams with the freedom and flexibility to work the way they want from anywhere they want. Some of the benefits of a virtual office include:

To the firm:
• Increased level of customer service
• A competitive advantage

To your employees:
• Efficiency and productivity
• Flexibility and work-life balance

By attending this webinar you will take away practical tips on how to get your office online, innovative ways to support your teams to collaborate from anywhere at any time and ultimately move your firm into a new way of working.


"Great information. Enlightened me on new concepts."

"Great presenter and interactive course."

"Jason Goldfinger was a very knowledgeable speaker who presented timely information on working virtually. Excellent presentation."

"Jason made great presentation of their product and motivated me to research and learn more on this topic."

"Thanks. Important new approach which will definitely be needed in the future."

"Very good webinar."


Jason Goldfinger

Citrix ShareFile
Vertical Manager Accounting
(919) 948-1588


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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Citrix ShareFile helps businesses exchange files easily, securely and professionally. Jesse Lipson launched ShareFile in November 2005. For six years, he grew the company with no outside capital to almost 20,000 paying corporate customers and 3 million business users in more than 100 countries. In October 2011, Citrix Systems announced its acquisition of ShareFile. Citrix ShareFile now has more than 50,000 corporate customers and 17 million users around the globe.