ShareFile vs Formstack Documents
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ShareFile offers more features (57 vs 20) and more integrations (18 vs 10). Starting price: ShareFile at $17.6/mo vs Formstack Documents at $99/mo. ShareFile has 56 unique features while Formstack Documents has 19 unique features, with 1 features in common.
| ShareFile | Formstack Documents | |
|---|---|---|
| Category | Document Management | Document Management |
| Total Features | 57 | 20 |
| AI-Powered Features | 1 | 1 |
| Starting Price | $17.6/mo | $99/mo |
| Pricing Tiers | 4 | 8 |
| Integrations | 18 | 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 |
Access (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 (2 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Advanced Data Routing | ||
| Automated Engagement Letters | ||
| Automated Workflows | ||
| Data Routing | ||
| Multi-Document Workflows |
Client Experience (6 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Advanced Client Portal | ||
| Basic Client Portal | ||
| Client Portals | ||
| File Drop Links | ||
| Integrated Client Onboarding | ||
| Rapid Client Onboarding |
Collaboration (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Real-time Co-editing |
Compliance (3 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Deal Room Readiness | ||
| HIPAA Compliance | ||
| NDA Enforcement | ||
| Regulatory Compliance |
Customization (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Custom Branding |
Data Management (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Data Tables |
Document Format Support (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Microsoft Word Document Automation |
File Management (5 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Archiving | ||
| File Sharing via Hyperlink | ||
| File Sync and Versioning | ||
| Full Text Search | ||
| Secure File Sharing |
Form Generation (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Auto-Generated Forms |
Industry Solution (2 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Customized Tax User Experience | ||
| Pre-Configured Accounting Workflows |
Integration (0 vs 5)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Auto-Population from Business Systems | ||
| Built-in Delivery Integrations | ||
| CRM Document Generation | ||
| Documents API | ||
| Salesforce Integration |
Integrations (2 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Easily Import Files from Popular Accounting Programs | ||
| Personal Cloud Connectors |
Personalization (0 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Conditional Sections | ||
| Custom Branding | ||
| Dynamic Document Content |
Project Management (3 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Project Management | ||
| Projects | ||
| Task Management |
Reporting (2 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Activity Logs and Reports | ||
| Real-time Activity Tracking |
Security (12 vs 3)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Active Directory and Single Sign-on (SSO) | ||
| Automated Threat Remediation | ||
| Device Security | ||
| Document Data Encryption | ||
| Document Security | ||
| Dynamic Watermarking | ||
| Encrypted Email | ||
| Encrypted File Storage | ||
| File Link Expiration | ||
| Granular Access Controls | ||
| Granular User Permissions | ||
| Knowledge-Based Authentication (KBA) | ||
| Multi-Factor Authentication | ||
| Secure Downloads | ||
| Threat Detection Alerts |
Storage (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Account Storage |
Support (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Dedicated Support |
Template Management (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Drag-and-Drop Template Builder |
Templates (3 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Document Templates | ||
| Folder Creation Templates | ||
| Ready-to-Use Custom Tax Templates |
User Management (1 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Unlimited Client Users |
Workflow (7 vs 0)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Bulk Send | ||
| Document Packager | ||
| Document Request Lists | ||
| E-Signature Collection | ||
| Information Request | ||
| Integrated E-Signature | ||
| Workflows - Feedback & Approval |
eSignature (0 vs 1)
| Feature | ShareFile | Formstack Documents |
|---|---|---|
| Electronic Document Signing |
Unique Features
Only in ShareFile (56)
Anytime, Anywhere Access
Desktop and Mobile Applications
User Management Tool
AI-Powered Document Automation
Automated Engagement Letters
Automated Workflows
Advanced Client Portal
Basic Client Portal
Client Portals
File Drop Links
Integrated Client Onboarding
Rapid Client Onboarding
Real-time Co-editing
Deal Room Readiness
NDA Enforcement
Regulatory Compliance
Data Tables
Archiving
File Sharing via Hyperlink
File Sync and Versioning
+ 36 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
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