How LBMC Modernizes Accounting with ShareFile Software and an AI-Forward Approach
Challenge
After multiple acquisitions, LBMC expanded and needed a secure, scalable way to exchange documents without slowing teams down. Inconsistent workflows and document hunting led to delays, more back-and-forth and less efficient client interactions.
Solution
- Enabled secure document sharing through Microsoft Outlook, allowing teams to send and receive files without switching tools.
- Used version history and audit trails to track changes, maintain accountability and support secure collaboration.
- Added file request links to email signatures, giving clients a fast, straightforward way to share documents.
- Set up document organization by practice area, so each team could work in a way that fits their workflow best.
Result
- Improved security and control for tens of thousands of sensitive documents, helping protect client information and maintain trust.
- Reduced time spent tracking down documents, giving teams more time to focus on high-value work.
- Streamlined employee and client onboarding during mergers and acquisitions, leading to smoother process transitions.
- Helped improve client experience with faster document exchange and less back-and-forth.
Full Story
Challenge
Growing Without Losing Momentum
As LBMC evolved over the years, so did the way information changed hands between teams and clients. With new employees joining from acquisitions and clients expecting quick, seamless interactions, the firm needed a more digital-first and secure way of working with clients—something easy to learn that wouldn’t slow anyone down. They also had to focus on gaining and protecting trust while freeing people up to focus on the work that matters most.
The ability when my clients say, ‘I either need something or I need to send you something,’ I can do it in a matter of seconds—and it speeds up their life. That’s the most important thing for me.
Darren Forish
Shareholder, Tax at LBMC
Solution
Simple, Secure Workflows That Fit the Way Teams Work
LBMC turned to Progress ShareFile software to bring secure file sharing and collaboration into their workflows.
Key functionality that stood out included:
- Microsoft Outlook integration, allowing large documents to be sent and received securely without leaving email
- File request links in email signatures, giving clients a fast, familiar way to share information
- Version history and audit trails, so teams always know what changed and when
- Flexible structures by practice area, supporting different workflows across the firm
These capabilities helped standardize how information is shared, while still giving teams the flexibility they need.
“The ability when my clients say, ‘I either need something or I need to send you something,’ I can do it in a matter of seconds—and it speeds up their life. That’s the most important thing for me.” — Darren Forish, Shareholder, Tax, LBMC
Result
Less Time Searching, More Time Helping Clients
With ShareFile software in place, LBMC made it easier for teams and clients to exchange information quickly and securely—even as the firm continued to grow.
The impact included:
- Secured management of tens of thousands of sensitive documents, strengthening internal standards and client confidence
- Streamlined onboarding for employees and clients during mergers and acquisitions
- Improved communication using familiar tools like Microsoft Outlook, reducing back-and-forth and delays
- Reclaimed time for meaningful work as teams spent less time tracking down files
“We love that it’s connected to Microsoft Outlook. It saves us so much time. I previously worked at another firm where it was such a hassle—and this is so easy.”
— Leigh Ann Vernich, Senior Manager, State and Local Tax, LBMC
Supporting an AI-Forward Mindset
As LBMC improves the way teams manage documents, it’s also exploring how AI can simplify internal work—minimizing time spent digging for information and increasing time spent supporting clients as they begin their own AI journeys. Guided by a practical, forward-looking leadership team, the firm is laying the groundwork for progress that balances efficiency with responsibility.
By pairing secure collaboration with forward-looking technology, LBMC is positioning itself for continued growth—without compromising the high-quality service that clients expect.
Looking Ahead
LBMC plans to continue delivering high-end services while expanding its use of AI to enhance internal workflows and improve client experiences. With ShareFile software supporting secure collaboration across the firm, teams are well equipped to scale—all while staying responsive, efficient and client-focused.
With ShareFile, I don’t have to spend my time diving for documents when I can spend my time fixing their problem instead. That productivity aspect of it is a game changer.
Julie Carpenter
Client Accounting Specialist at LBMC