As vendors continue to work together to integrate applications, it offers accounting professionals more choices as they develop their internal systems. The latest integration between Results CRM and Sharefile is a good example of the innovation taking place in the profession.
Integration of Results and the Sharefile service enables users to send, receive, sync, and share large files anytime and from anywhere—and all within a highly secure space. It offers users an effective cloud-based document management solution in addition to existing Results document management options. Results users can scan, upload, and attach documents to any Results CRM contact, activity, sales opportunity, or project and then attach documents from within Results or directly from ShareFile. ShareFile also enables the creation of a custom-branded, password-protected space where users can exchange business files with clients easily and securely.
Integration of these solutions delivers a seamless document management experience and promises elevated productivity via anytime-anywhere access to files. The innovation in the profession continues…
For more information on the Results CRM and Sharefile integration, visit the Results website.