Case Study: LBMC streamlines secure document sharing and client collaboration with Progress ShareFile

LBMC secures tens of thousands of documents with Progress ShareFile

LBMC, a professional services firm, faced challenges with secure and efficient document exchange after multiple acquisitions. Their inconsistent workflows and difficulty tracking documents led to delays and less efficient client interactions. To address this, they turned to Progress Software and implemented its ShareFile solution.

Progress Software's ShareFile provided a secure platform integrated with Microsoft Outlook, allowing teams to send and receive files without switching tools. The solution included version history, audit trails, and file request links in email signatures. This resulted in improved security for tens of thousands of documents, reduced time spent tracking down files, and streamlined client and employee onboarding, giving teams more time to focus on high-value work.

LBMC