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Top File Sharing Platform for Remote and Hybrid Accountants

Sharissa Barnett Aug 19, 2022 9:30:00 AM
CoraCloud provides secure access to documents and eSignatures for clients and co-workers.

You wake up in the morning and take that 30-second commute to the kitchen. After breakfast, you take another 30-second commute to your home office. Do you miss the days of driving 30 minutes to an hour to the office every morning? No. Commuting is an enormous waste of time. You’re much more productive when working from home.

While there are many things to love about remote work, there are some issues. How are you supposed to share files with your co-workers? It’s not safe like it was when you were all in the same office. Or is it? If you have the right tools, every aspect of remote and hybrid work is better than being a full-time office worker. It’s better for your firm too. When your firm needs less office space, they pay less rent. 

You Must Share Files Just As In the Office, but How?

When you were in the office, you could ask an assistant to bring you the physical file. If someone else needed to work on the same file, you could make copies. If you worked in a paperless office, your files were on your local area network. That was great since you could run computer searches to find the right file. And multiple employees could collaborate on the same file.

You can do the same thing when working remotely if your files are in the cloud. You’re probably wondering how to start a file sharing site. You want it to be a PDF file sharing site, so your completed documents will be compatible with the IRS. If you’re working from home, you’ll want to perform a remote upload to the site.

Is it safe to send such sensitive files back and forth from home offices to the cloud? With a little research, you see that if you have the right level of encryption, your files are probably at least as safe as they were in the office. 

Now, you’re interested in cloud-based file sharing. But, what features do you need? CoralTree has a cloud-based system specifically designed for accountants and tax professionals. It has all the features you need for a seamless transition to remote/hybrid office arrangements.

Introducing Basil

Basil provides all the solutions you need to share files just as if you were in the office. Also, clients have their own portal. They can upload the documents you need into the portal. And it gets better.

As you know, the IRS accepts electronic signatures now. Basil provides a system for unlimited eSignatures. Your clients will love this since it means they won’t suffer the inconvenience of having to come to the office or mail documents to you. 

But is it safe? Yes, it has 256-bit bank-level encryption. It’s at least as safe as documents stored on your office’s computers. But there’s still more.

Basil has a task organizer and customized notifications. These are nice features, but probably the best function is Basil’s powerful search engine. That means no more lost files. 


Remote and hybrid work is wonderful. But if you don’t have the right tools, there can be some downsides. Basil allows you to have your cake and eat it too. Contact us today for a demonstration of Basil. Basil will not only increase your productivity but also increase your clients’ satisfaction.

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