Progress Software Unveils Powerful New ShareFile Features for Accountants to Automate Administrative Tasks and Deliver a Great Client Experience

Core Insights - Progress Software has announced significant enhancements to its AI-powered document collaboration product, ShareFile, aimed at improving efficiency for accounting professionals [2][3]. Product Enhancements - The new features of ShareFile are designed to reduce administrative burdens, allowing firms to focus on strategic advisory services [3]. - AI-powered document insights can save up to 4.25 hours per tax engagement and enable firms to extract key insights from financial documents up to 96% faster [3]. - A centralized client hub provides streamlined management of client information, files, and projects, enhancing day-to-day operations [4]. Client Interaction Improvements - The upgraded income tax return solution allows for bulk creation of multiple engagements, accelerating client onboarding processes [4]. - The new mobile app for clients enhances engagement by allowing them to view tasks, upload documents, and track service status from their devices [5]. Industry Impact - The enhancements reflect a commitment to enabling accounting firms to work smarter with AI-powered tools, ultimately improving client service and operational efficiency [4][5]. - Progress Software will showcase these innovations at the AICPA ENGAGE 2025 conference, highlighting their impact on the accounting profession [6].