ShareFile

U.S. Individual Income Tax Return solution (Beta)

NOTE:

The installation of a solution installs it for all employee users on the account. Only those with SuperUser, Account Owner, or AdminManageEmployees roles can install or uninstall.

The U.S. Individual Income Tax Return solution, is available as a beta release with access limited to ShareFile Premium customers. Specific pricing and packaging for solutions will be announced upon general availability. This U.S. Individual Income Tax Return solution beta release is provided “AS IS” without any warranties or indemnities of any kind, or any promises, or guarantees that this solution will be publicly announced or made generally available. This beta release can be suspended or terminated at any time by ShareFile in its sole discretion with or without notice to customers.

NOTES:

Overview

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Streamline your U.S. Individual Tax Return client engagements with this ready-to-use Solution. It simplifies the client lifecycle and experience, all while making the process more transparent and efficient

This includes:

  • A pre-designed engagement letter and onboarding workflow
  • A digital information request form template
  • Customizable document request lists
  • Easy document transfer with file export integrations

The U.S. Individual Income Tax Return Solution, is available as a beta release with access available to ShareFile Premium customers only in the United States. Specific pricing and packaging for Solutions will be announced upon general availability.

See FAQ - Tax Solution for more information.

Accessing and installing the Tax Solution

Use the following information to access the U.S. Individual Tax Return solution from your ShareFile Catalog.

  1. Open ShareFile in your web browser.

  2. Select Catalog from the menu.

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    The ShareFile Catalog page opens in a new tab.

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  3. Click the solution tile to see the solution details.

    The Solution details page displays with an overview of the solution.

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  4. Select Install.

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

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  5. Select Continue.

    The Install U.S. Individual Income Tax Return solution message displays.

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  6. Select Install.

  7. The confirmation message displays letting you know the installation started.

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    Once the installation completes, a confirmation message displays letting you know the solution is installed.

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  8. Return to your ShareFile account to start using the installed solution.

Using the Tax Solution to onboard a new client

  1. Refresh your ShareFile dashboard to see the added solution to your left navigation menu.

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  2. Select Tax to open the solution dashboard.

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  3. Select Create Engagement.

    The Individual Tax Engagement page displays allowing you to create an engagement for a client user.

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  4. Select a client user from your list of clients.

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  5. Select Create Engagement to activate the client onboarding process.

    Once the Create Engagement process completes, the client’s required tasks and requests display.

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  6. Select Send agreement to start the client onboarding process.

    The Send agreement popup displays the Engagement Agreement template included in the Tax Solution and the client’s name.

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  7. Select Send agreement.

    The Started Onboarding Agreement Flow confirmation message displays briefly and the client onboarding process begins.

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As the new client completes the requested tasks including Document requests and Information Requests you can review the progress on the Tax portal.

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U.S. Individual Income Tax Return solution (Beta)