Case Study: LBMC streamlines secure client collaboration with ShareFile

LBMC secures tens of thousands of documents with ShareFile

LBMC, a top 35 U.S. accounting firm, faced challenges in maintaining secure and efficient client collaboration as it grew through acquisitions. They needed a digital-first solution to streamline how information was shared without slowing down their teams or compromising client trust. This led them to adopt the ShareFile software.

By implementing ShareFile, LBMC gained secure workflows with key features like Microsoft Outlook integration and file request links. The vendor's solution helped the firm securely manage tens of thousands of documents, streamline onboarding during mergers, and reclaim time for client-focused work. The result was a significant improvement in productivity and client service, positioning LBMC for continued growth.

LBMC