ShareFile

Secure document workflow and file sharing software with client portals, e-signatures, and automated workflows.

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Overview

ShareFile offers secure file sharing, client collaboration, e-signature, and automated workflows in a governed workspace designed for regulated industries like accounting, legal, finance, insurance, and healthcare.

Last updated: Aug 25, 2026

Key Features

Secure File Sharing

Encrypted file storage and sharing with granular access controls and multi-factor authentication to protect sensitive data.

Client Portal

Branded, secure client portals centralize document uploads, task tracking, review, and e-signature in one workspace.

Integrated E-signature

Built-in e-signature capabilities allow clients to review and sign documents digitally within the portal.

Workflow Automation

Automated workflows with reusable templates streamline document collection, approvals, and client onboarding.

AI-Powered Document Management

AI assists with document collection, summarization, Q&A, and security monitoring to improve efficiency and compliance.

Regulatory Compliance Support

Supports HIPAA, FINRA, SEC, GDPR, and other industry compliance requirements with audit trails and governance reporting.

Multi-Device Access

Access and manage files securely across desktop, mobile, and web with dedicated apps for Windows, Mac, iOS, and Android.

Integrations and APIs

Integrates with Microsoft 365, Google Workspace, Salesforce, QuickBooks, Zapier, and other business apps to extend functionality.

Pros

Comprehensive security features including encryption, multi-factor authentication, and audit trails.
Centralized client portals improve collaboration and reduce email dependency.
Built-in e-signature and workflow automation streamline document-driven processes.
AI-powered tools assist with document handling and security monitoring.
Supports industry-specific compliance for regulated sectors like healthcare and finance.

Cons

Pricing requires a minimum number of users, which may not suit very small teams.
Advanced features and industry-specific plans come at higher price points.
Client users have limited permissions compared to employee users.
Some integrations require third-party licenses or additional setup.
No free tier; only free trials are available.

Pricing

Plan	Price	Highlights
Advanced	$18.15	Encrypted file storage and sharing Secure email integrations and real-time co-editing Granular access controls and basic reporting Minimum 3 users
Premium	$28.59	All Advanced features Client collaboration tools including e-signature, requests, tasks, forms Workflow automation Enhanced client portal Supports HIPAA, FINRA, SEC compliance AI-powered document automation
Industry Advantage (Accounting)	$45.83	All Premium features Pre-built templates for tax engagements Bulk client onboarding Centralized engagement view
Virtual Data Room	$77.00	Granular user permissions and document controls Real-time activity tracking and analytics Watermarking and NDA enforcement Designed for M&A, audits, litigation Minimum 5 users

Pricing is collected from the official ShareFile website and may change. Always confirm with the vendor.

Frequently Asked Questions

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Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Key Features

Secure File Sharing

Encrypted file storage and sharing with granular access controls and multi-factor authentication to protect sensitive data.

Client Portal

Branded, secure client portals centralize document uploads, task tracking, review, and e-signature in one workspace.

Integrated E-signature

Built-in e-signature capabilities allow clients to review and sign documents digitally within the portal.

Workflow Automation

Automated workflows with reusable templates streamline document collection, approvals, and client onboarding.

AI-Powered Document Management

AI assists with document collection, summarization, Q&A, and security monitoring to improve efficiency and compliance.

Regulatory Compliance Support

Supports HIPAA, FINRA, SEC, GDPR, and other industry compliance requirements with audit trails and governance reporting.

Multi-Device Access

Access and manage files securely across desktop, mobile, and web with dedicated apps for Windows, Mac, iOS, and Android.

Integrations and APIs

Integrates with Microsoft 365, Google Workspace, Salesforce, QuickBooks, Zapier, and other business apps to extend functionality.

Pros

Comprehensive security features including encryption, multi-factor authentication, and audit trails.
Centralized client portals improve collaboration and reduce email dependency.
Built-in e-signature and workflow automation streamline document-driven processes.
AI-powered tools assist with document handling and security monitoring.
Supports industry-specific compliance for regulated sectors like healthcare and finance.

Cons

Pricing requires a minimum number of users, which may not suit very small teams.
Advanced features and industry-specific plans come at higher price points.
Client users have limited permissions compared to employee users.
Some integrations require third-party licenses or additional setup.
No free tier; only free trials are available.

Pricing

Plan	Price	Highlights
Advanced	$18.15	Encrypted file storage and sharing Secure email integrations and real-time co-editing Granular access controls and basic reporting Minimum 3 users
Premium	$28.59	All Advanced features Client collaboration tools including e-signature, requests, tasks, forms Workflow automation Enhanced client portal Supports HIPAA, FINRA, SEC compliance AI-powered document automation
Industry Advantage (Accounting)	$45.83	All Premium features Pre-built templates for tax engagements Bulk client onboarding Centralized engagement view
Virtual Data Room	$77.00	Granular user permissions and document controls Real-time activity tracking and analytics Watermarking and NDA enforcement Designed for M&A, audits, litigation Minimum 5 users

Pricing is collected from the official ShareFile website and may change. Always confirm with the vendor.

ShareFile

Overview

Key Features

Secure File Sharing

Client Portal

Integrated E-signature

Workflow Automation

AI-Powered Document Management

Regulatory Compliance Support

Multi-Device Access

Integrations and APIs

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Key Features

Secure File Sharing

Client Portal

Integrated E-signature

Workflow Automation

AI-Powered Document Management

Regulatory Compliance Support

Multi-Device Access

Integrations and APIs

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

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