Case Study: NinetyFive CPA LLC simplifies tax season and cuts costs with ShareFile

How a Chicago firm simplifies tax season with ShareFile

NinetyFive CPA LLC, a Chicago-based tax preparation, estate planning, and tax planning firm, needed a more secure and efficient way to manage client documents and data. After initially relying on Google and struggling with link security, password management, and document handling, the firm turned to ShareFile to simplify tax-season workflows while protecting sensitive client information.

ShareFile helped NinetyFive CPA LLC set up a secure client portal, organize documents, apply retention policies, and control access with encryption and granular permissions. As a result, the firm streamlined client interactions, improved compliance, eliminated email-based file sharing, and avoided hiring additional salaried admin staff, generating significant cost savings that support competitive pricing and a better client experience.

NinetyFive CPA LLC

Jinay Shah

Owner