Just wondering if anyone has considered using ShareFile by Citrix vs. e-Courier? We’re considering adopting one of these platforms, but haven’t had the chance to talk to many people with experience on either.
I think more people would be familiar with e-Courier. Integration with TaxCycle is a big pro, but the two downsides I see are that the client needs to create a user account, and I’m not sure how easy secure client file uploads are. As crazy as it seems to me, I know that we would get a lot of pushback from clients for adoption because setting up a user account and then remembering a username/password is somehow a monumental task for a lot of people.
Sharefile has a couple pros it seems - you can create a branded secure client upload portal that is pretty well fool proof (ex. clients just click on a link in your email signature, or a link on your website), which would really help with collection of digital documents. The client also doesn’t need to setup a user account. It also gives more in the way of team collaboration tools - essentially dropbox style file syncing with your team (so both an internal and external secure file sharing solution). If/when the CRA manages to accept digital signatures, that functionality is also baked right in. Major cons appear to be the fact that they are US based (although they claim to meet gov’t requirements for server storage, etc.), they’re pricier and bill in USD (although they’ve said they’re willing to offer lifetime discounts to compensate), and no TaxCycle integration.
Anyways, thought this forum would be a great place to get some input. Any comments would be much appreciated!