Core Insights - Progress has partnered with the AICPA to make ShareFile the only AI-powered document workflow and secure file-sharing solution in the AICPA Member Discount Program [1][2] Group 1: Partnership and Program Details - The AICPA is the largest member association representing the CPA profession, and ShareFile's inclusion in their program highlights its significance [1][2] - ShareFile aims to empower accounting and finance professionals by streamlining document workflows and enhancing client experiences through secure file sharing [2][3] Group 2: Benefits for AICPA Members - AICPA members can streamline workflows by simplifying document-heavy tasks such as client onboarding and tax preparation with features like native e-signature [2] - The platform allows for standardization of the tax preparation process, making client engagement more efficient [2] - ShareFile minimizes app switching, enabling employees to focus more on client services, thus increasing overall efficiency [2] - A user-friendly portal is provided to enhance the client experience by centralizing document requests and communications [2] - Automated reminders help keep projects on track, saving time and reducing administrative overhead [2] Group 3: Company Background - Progress is a trusted provider of AI-powered digital experiences and infrastructure software, enabling organizations to achieve transformational success [5] - The company supports over 4 million developers and technologists across hundreds of thousands of enterprises [5]
Progress ShareFile Selected as the Latest Addition to the American Institute of CPAs (AICPA) Member Discount Program, Offering Benefits for AICPA Members