ShareFile vs Formstack Documents
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ShareFile offers more features (59 vs 20) and more integrations (13 vs 10). Starting price: ShareFile at $17.6/mo vs Formstack Documents at $99/mo. ShareFile has 58 unique features while Formstack Documents has 19 unique features, with 1 features in common.
| ShareFile | Formstack Documents | |
|---|---|---|
| Category | Document Management | Document Management |
| Total Features | 59 | 20 |
| AI-Powered Features | 1 | 1 |
| Starting Price | $17.6/mo | $99/mo |
| Pricing Tiers | 4 | 8 |
| Integrations | 13 | 10 |
| Shared Features | 1 | |
| Shared Integrations | 1 | |
| Data Quality | 95% | 75% |
Feature Comparison by Category
AI (1 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| AI-Powered Document Automation | ||
| AI-Powered Document Builder |
Accessibility (2 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Anytime Anywhere Access | ||
| Desktop and Mobile Applications |
Administration (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| User Management Tool |
Automation (0 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Advanced Data Routing | ||
| Data Routing | ||
| Multi-Document Workflows |
Collaboration (7 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Advanced Client Portal | ||
| Basic Client Portal | ||
| Client Portals | ||
| Project Management | ||
| Projects | ||
| Real Time Co-Editing | ||
| Unlimited Client Users |
Compliance (1 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| HIPAA Compliance | ||
| Regulatory Compliance Support |
Customization (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Custom Branding |
Document Format Support (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Microsoft Word Document Automation |
Document Management (4 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Document Packager | ||
| Document Request Lists | ||
| Document Templates | ||
| Templates |
File Management (5 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Archiving | ||
| File Drop Links | ||
| File Sharing via Hyperlink | ||
| File Sync and Versioning | ||
| Secure File Sharing |
Form Generation (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Auto-Generated Forms |
Industry Solutions (5 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Automated Engagement Letters | ||
| Customized Tax User Experience | ||
| Easily Import Files from Popular Accounting Programs | ||
| Pre-Configured Accounting Workflows | ||
| Ready-to-Use Custom Tax Templates |
Integration (3 vs 5)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Active Directory and Single Sign-on | ||
| Auto-Population from Business Systems | ||
| Built-in Delivery Integrations | ||
| CRM Document Generation | ||
| Documents API | ||
| Personal Cloud Connectors | ||
| Salesforce Integration | ||
| Secure Email Integrations |
Organization (3 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Centralized View of Engagements | ||
| Data Tables | ||
| Folder Creation Templates |
Personalization (0 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Conditional Sections | ||
| Custom Branding | ||
| Dynamic Document Content |
Reporting (2 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Activity Logs and Reports | ||
| Real-time Activity Tracking |
Search (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Full Text Search |
Security (12 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Automated Threat Remediation | ||
| Device Security | ||
| Document Data Encryption | ||
| Document Security | ||
| Dynamic Watermarking | ||
| Encrypted Email | ||
| File Encryption | ||
| File Link Expiration | ||
| Granular Access Controls | ||
| Granular User Permissions | ||
| Knowledge-Based Authentication | ||
| Multi-Factor Authentication | ||
| Secure Downloads | ||
| Threat Detection Alerts | ||
| Watermarking and NDA Enforcement |
Template Management (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Drag-and-Drop Template Builder |
Workflow Automation (11 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Automated Workflows | ||
| Bulk Onboard Clients | ||
| Bulk Send | ||
| E-Signature Collection | ||
| Information Request | ||
| Integrated Client Onboarding | ||
| Integrated E-Signature | ||
| Rapid Client Onboarding | ||
| Request and Assign Work | ||
| Task Management | ||
| Workflows |
eSignature (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Electronic Document Signing |
Unique Features
Only in ShareFile (58)
Anytime Anywhere Access
Desktop and Mobile Applications
User Management Tool
AI-Powered Document Automation
Advanced Client Portal
Basic Client Portal
Client Portals
Project Management
Projects
Real Time Co-Editing
Unlimited Client Users
Regulatory Compliance Support
Document Packager
Document Request Lists
Document Templates
Templates
Archiving
File Drop Links
File Sharing via Hyperlink
File Sync and Versioning
+ 38 more unique features
Only in Formstack Documents (19)
AI-Powered Document Builder
Advanced Data Routing
Data Routing
Multi-Document Workflows
HIPAA Compliance
Microsoft Word Document Automation
Electronic Document Signing
Auto-Generated Forms
Auto-Population from Business Systems
Built-in Delivery Integrations
CRM Document Generation
Documents API
Salesforce Integration
Conditional Sections
Dynamic Document Content
Document Data Encryption
Document Security
Secure Downloads
Drag-and-Drop Template Builder
View ShareFile details View Formstack Documents details ShareFile alternatives Formstack Documents alternatives
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