ShareFile

Connect Tax Solution to Client Hub

Article applies to:

  • ShareFile Employee users

If you on the ShareFile Industry Advantage plan, you can be able to connect your U.S. Individual Income Tax Return solution to a client to quickly use the preconfigured solution to make requesting information from your clients a breeze and quickly share out requests for all the necessary information. You can then track all these requests from the client object in your ShareFile client hub.

Client Hub

Connect Tax Solution to Client Hub

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