Case Study: McKee CPA Centralizes Tax Collaboration and Client Workflows with ShareFile

McKee CPA saves $5 per signed return with ShareFile

McKee CPA, a growing accounting firm, faced challenges managing tax collaboration and workflows for approximately 350 clients. Their disconnected, desktop-based processes were manual, time-consuming, and lacked visibility, while also raising security concerns with phishing attempts. They needed a centralized and secure solution from ShareFile to bring client engagement and document management into one place.

By implementing ShareFile, specifically its Projects and E-Signature features, McKee CPA centralized all client work and internal workflows. This provided critical visibility into project status, streamlined the e-signature process saving about $5 per return, and improved security. The results included greater control and proactive oversight, a consistent and complaint-free client experience, and a unified system designed to scale with the firm's growth.

McKee CPA