ShareFile Solutions

February 23, 2026

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ShareFile solutions allow you to create custom tailored spaces to meet your needs.

Browse and install Solutions

To browse and install Solutions from the ShareFile Catalog:

From the ShareFile Dashboard, click the user icon located in the upper right corner of the screen.
Select Catalog from the dropdown options.

Notes:

If you can’t access the ShareFile Catalog, contact your ShareFile administrator.

The Solutions Catalog is not available on Premium Trial accounts.
Select Install.

The “Welcome…” message displays providing more details regarding the solution.
Select Continue.

The Install U.S. Individual Income Tax Return solution message displays.
Select Install.
The confirmation message displays letting you know the installation started.

Once the installation completes, a confirmation message displays letting you know the solution is installed.
Return to your ShareFile account to start using the installed solution.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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ShareFile Solutions

February 23, 2026

Contributed by:

P P

February 23, 2026

Contributed by:

P P

ShareFile Solutions

Browse and install Solutions

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