Can Sharefile Integrate With Tax Prep Software?

  • 2
  • Question
  • Updated 4 months ago
Does anyone know if Sharefile can integrate with tax prep software for CPA firms? I'm specifically looking at Drake, Ultrax Tax, Lacerte, and Proseries.

In the past, my firm has used Drake hosted for our tax prep. When we are done with a return, we must save the return to our C drive to get it off of the Drake Hosted cloud. We must then upload that file to Sharefile.

I'm looking for a seamless integration that allows us to move documents in one step. Or at least some indication of how this can be accomplished.
Photo of Brandon Hall

Brandon Hall

  • 1 Post
  • 0 Reply Likes

Posted 1 year ago

  • 2
Photo of Brock Roberts

Brock Roberts, Employee

  • 10 Posts
  • 1 Reply Like
Hi Brandon,

I would recommend looking at the Print-to-ShareFile app.  It allows you to send a file from any app that can print directly into a ShareFile folder of your choosing.  Simply click print (when the ShareFile printer is chosen) inside of Drake or other apps, and it will pull up a list of folders that the user has upload permissions on to choose from.  Please note that regardless of the original file format, ShareFile will always upload it as a PDF.

See this article from our Knowledge Base: https://support.citrix.com/article/CTX207793

Let me know if you have additional questions!

Brock Roberts
brock.roberts @ citrix.com
Photo of Megan Parrish

Megan Parrish

  • 1 Post
  • 0 Reply Likes
Hi, a related question to Brandon's: 

I have the print to ShareFile app installed and can successfully send a pdf from the print function of Drake to my ShareFile folders, however, all documents saved in this manner say, "Unlicensed printer. License is needed" in red at the top of the page. 

Is this a ShareFile issue or a Drake issue and does anyone know how to fix this?

Thanks, 

Megan