Best File Sharing Software for QuickBooks Online

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Secure and manage all your content across distributed teams, devices and apps. Uncover new business insights, scale compliance and governance, reduce costs, and increase productivity. Right out of the box. Flexible deployment models, robust integration ecosystem, and open APIs to address the business needs of companies in diverse industries and regions, and at different levels of cloud adoption. Egnyte helps thousands of customers take their cloud office strategy into hyper-drive. Transform your approach to content governance, privacy, compliance, and workflow automation with a single, turnkey platform.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Upload, share, edit, and receive files seamlessly. Our platform empowers businesses and professionals to exchange files in a secure and straightforward manner. Effortlessly share and monitor a variety of file types, including Word documents, spreadsheets, PDFs, QuickBooks data, images, and more with your colleagues, clients, and suppliers. You can share files directly from your account or through a secure link using your preferred email application. The user-friendly interface requires no training to begin using, making it accessible for everyone. We prioritize your data security and account access by employing advanced data encryption methods. Additionally, with robust administrative controls and a secure infrastructure, you can confidently safeguard your file transfers and sensitive information. Trust us to ensure your business adheres to industry regulations while keeping your data protected. Our industry-leading security measures and offsite data storage solutions guarantee that your files remain secure. Regardless of unforeseen events such as floods, fires, or system crashes, you can retrieve your data at any time. We provide you with the necessary tools and comprehensive support to help you resume business operations swiftly. Enjoy peace of mind knowing that your critical information is well-protected and always accessible.

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Datto Workplace offers enterprise-grade file sync and shared to managed service providers without compromising security or efficiency. Datto Workplace is a business-oriented collaboration platform that allows clients to share files from any device. One, simple, and scalable solution that can be used for all roles, from sales technicians to executives. You can customize settings to meet your business's needs and simplify implementation. MSPs can schedule reports on system activity, monitor usage, and perform auditing on-demand. By leveraging integrations with core business tools like Microsoft, G Suite and Active Directory, workplace users can securely collaborate from any device. Clients can work securely with Datto Workplace, which boasts a 99.99% uptime and HIPAA, GDPR and SOC 2 compliance. Datto Workplace offers the security, mobility and control that businesses require.