Case Study: Warren Averett, LLC achieves improved client collaboration and satisfaction with ShareFile

How Warren Averett Utilizes ShareFile® Across Various Departments

Warren Averett, LLC, Alabama’s largest certified public accounting firm, needed a better way to work with clients because its old portal was nearly unusable, frustrated users, and only offered “all or nothing” access that made it hard to set specific permissions across folders. The firm turned to ShareFile to improve collaboration and support its audit, tax, wealth management, staffing/recruiting, and benefit management work.

With ShareFile, Warren Averett can easily set folder-level permissions and let clients upload documents directly into the portal, streamlining audits and other projects. ShareFile helped the firm significantly improve client collaboration, create a more efficient workflow, and boost client satisfaction, which CIO Chris Morrow said added value to the services they provide.

Warren Averett, LLC

Chris Morrow

Chief Information Officer