About ShareFile
ShareFile, now part of Progress, is secure file sharing and client portal software for professional services firms.
ShareFile + Slant
Connect ShareFile from Settings and link a folder to each household. You can then browse, upload and manage that household's documents without leaving Slant.
Each book can connect one account per provider. Teammates you share access with can link folders from the same account. Disconnecting never deletes files from your storage.
Common use cases
Client documents on the household
Open a household and work with its ShareFile folder from there.
Signed paperwork filed automatically
With DocuSign, completed PDFs can save to the household's storage folder, in a subfolder you choose.
Shared with the team
Give teammates access so they can link folders from your storage account.
