Better Client Experiences
Run On ShareFile
From first request to final archive, ShareFile software brings secure file sharing, client collaboration, e-signature and automated workflows together in one secure, governed workspace.
Trusted for20+ years
Serving7M+ daily users
Used by90K subscribers
Collect documents3.5x faster
Run
client work with less friction
- Secure file sharing and client portals
- Built-in e-signatures, forms and approvals
- AI-powered document collection, summarization and Q&A
Send files, collect documents and complete approvals in one place, so work stays simple and moves faster
connect
people and processes
- Automated intelligent workflows with reusable templates
- Structured project workspaces and collaboration spaces
- Real-time collaboration across devices with AI assistance and prompts
Aligned teams with shared visibility keep work connected and on track
protect
sensitive data
- Multi-factor authentication, access controls and file encryption
- Audit trails and governance reporting
- AI-powered security monitoring and threat detection
Stay secure and support compliance with enterprise-grade security
Built for Your Industry
Support the work your teams do every day—from client onboarding and contract management, to audits, transactions and maintaining compliance.
Simplify Tax Season
- Avoid peak-season overload caused by siloed tools and manual requests.
- ShareFile provides a unified workspace for collecting documents, forms, and signatures—built to help accountants have a smooth, tax season.
"When we're looking at tools to get that ROI and to ensure that our client data is secure, we have to think about, how is this tool going to save my business money in the long run? That is one of the reasons why we've stuck with ShareFile all these years."
Nayo Carter-Gray1st Step Accounting
Boost Legal Efficiency
- Law firms struggle with scattered documents, ad-hoc data intake, manual reviews, and compliance risk.
- ShareFile streamlines matter-specific workflows with secure document sharing and collaboration tools, so legal teams can manage matters better.
“ShareFile makes ADVOS Pro look good. It’s powerful, easy to use, and delivers big efficiency gains without the heavy lift.”
Whitney HarperCo-Founder
Speed Up Onboarding
- Financial firms juggle numerous forms, internal tools, regulatory processes, and endless paperwork.
- ShareFile centralizes document and data collection to accelerate client onboarding and service delivery, without compromising compliance.
"ShareFile has saved us at least 1,000 hours a year. It has become an essential and comprehensive tool for us.”
Craig JefferyManaging Partner
Streamline Claims Workflow
- Insurance teams handle reams of forms, files, and compliance reviews across policies and claims.
- ShareFile replaces email chains and paper reviews with secure document and collaboration workflows that simplify data collection, reviews, and approvals.
"It's a beautiful solution that works seamlessly and highly effectively for a huge client corporation. It would be an absolute nightmare to handle it in any other way."
Brian ThorntonFounder and CEO
Compliant Record Management
- Healthcare professionals battle faxed and couriered records, HIPAA checks, and fragmented systems that mix paper and digital trails.
- ShareFile enables secure digital record collection and management in a way that protects PHI and supports compliant exchanges.
“ShareFile makes complex work simple. It’s intuitive, easy to adopt, and ensures teams use the product.”
Ben WhitehillVP of Information Technology
Deliver Better Client Experiences in Any Industry
ShareFile software helps teams coordinate work with clients, partners and vendors through secure collaboration and structured workflows.
- Client Intake & Onboarding
- Document Collection & Review
- Contract Management & eSignature
- RFP and Bid Management
- Audit and Compliance Reporting
“We’re embracing the digital movement, and ShareFile is a good conduit for that."
Brant FischerProject Solutions Manager, Messer Construction
How Work Flows
See how file sharing turns into a repeatable, end-to-end workflow.
1
Set up Workspace
- Launch secure client portals and dedicated project workspaces with the right roles and permissions
- Configure folders, access controls and sharing settings
- Standardize setup with templates and AI
2
Share, Collect & Collaborate
- Share files and folders securely with clients and stakeholders
- Keep everything organized in one place
- Use AI assistance to track progress across people, files and tasks
3
Approve, Sign & Complete
- Route files for review, approval and e-signature
- Finalize work with an all-in-one workflow
- Use AI to surface issues and speed completion
4
Track, Store & Retain
- Monitor file activity and engagement in real time with AI assistance
- Enforce permissions, retention policies and audit trails
- Maintain compliance-ready records with less manual effort
5
Repeat & Scale
- Start faster by re-using file-sharing workflows across projects
- Reduce manual effort with automated file sharing
- Scale efficiently across teams and clients with AI support
Start with file sharing—expand into connected workflows that grow your business.
Client Intake & Onboarding
Document Collection & Review
Contract Management & E-Signature
RFP & Bid Management
Audit & Compliance Reporting
Integrations
Integrates with Microsoft 365, Google Workspace, CRMs and the business apps your teams rely on—or extend ShareFile capabilities with flexible APIs.
Microsoft 365
Integrate ShareFile with Microsoft 365 apps like outlook, OneDrive, and more to create effortless document collaboration.
Google Worksplace
Integrate with Google Drive and Gmail for simple, secure link sharing.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
Salesforce
Integrated lead management to automate onboarding with ShareFile.
Zapier
Zapier effortlessly integrates ShareFile with over 4,000 applications.
A Better Experience – Backed by Real Clients
“It is a simple process for me. I highly recommend the client portal. Quick and easy!”
JoAnne C. client of financial services firm
“ShareFile is user friendly. I had only used competing products before, which is clunky compared to ShareFile.”
Ben A client of legal firm
“What a blessing. I upload the 1099s, 1098s and other documents as I receive them. Everything is there and ready to do my return.”
Adrienne S. client of accounting firm
“We are very pleased with the ShareFile process and its security with your information.”
Dan E. client of financial services firm
“I appreciate this portal is so easy to use and I feel great about the security of this portal.”
Cheryl M. client of an accounting firm
20+ Years as a Trusted Leader in Collaboration
Bring Best Practices to Life
Proven strategies, tips, and step-by-step guides to help you collaborate and engage more effectively every day.
Ready to Simplify Client Work?
Bring file sharing, client collaboration, workflows and security together in one structured environment.
Better client experiences run on ShareFile software.