ShareFile
sharefile.comBuild Difficulty: 5/5
Build a working replacement in a weekend with AI tools
Secure Document Workflow & File Sharing Software
How to Replace ShareFileOverview
Features
59 features across 15 categories
AI(1)
AI-powered document automation and generation for streamlined workflows
Accessibility(2)
ShareFile can be accessed securely across devices making it easy to view files and folders from any location
Access ShareFile across devices using desktop or mobile application
Administration(1)
Enables provisioning of employee user accounts and distribution groups from Active Directory
Collaboration(7)
Password-protected portal with real-time communication, progress tracking, reminders/notifications, and quick actions
Password-protected portal for secure collaboration with file and folder access
Give clients a branded space to share files and complete tasks with custom branding options
Manage files, signatures, requests, and to-dos as Projects with dedicated collaboration spaces
Dedicated collaboration spaces that house project-specific files, tasks, and comments for simplified client engagements
Real time co-editing capabilities for collaborative document work
Invite as many client users as needed to receive secure personalized access to files inside ShareFile
Compliance(1)
Support for HIPAA, FINRA, and SEC regulatory compliance requirements
Customization(1)
Customize ShareFile to match brand by using brand logo and colors
Document Management(4)
Merge multiple documents and send to signer as single package for signature
Digitally create and manage document request lists with easy-to-use tool for structured requests
Create reusable document templates ready to send for signature with customization options
Easy-to-start templates including templates for documents, projects, tasks, document request lists, information requests, and data tables
File Management(5)
Easily archive files and access them when needed to keep regularly used folders organized
Provide secure URL link to upload files for any person or add to static page with files saved to specified folder
Generate unique URL that employees and clients can use to quickly view shared documents or folders
Automatically sync files and folders across entire company with ability to download previous file versions
Securely exchange files internally and externally with encrypted file storage and real-time co-editing
Industry Solutions(5)
Pre-filled agreements with client data and built-in e-signature that expedites agreement signing
Custom-built UI for accounting workflows in mind to unify and accelerate client tax preparation services
Easily import files into specific client tax engagement from accounting software like CCH Axcess Tax, Drake, Lacerte, ProSeries, UltraTax
Maintain consistent service quality with tax-specific automations and workflows eliminating manual tasks and redundant data entry
Jumpstart client document and data collection with customizable PBC list and questionnaire templates for gathering tax documentation
Integration(3)
Integrate ShareFile with Active Directory to enable SSO for users with AD credentials
Connect to industry services like SharePoint Online, OneDrive, OneDrive for Business, DropBox, Box, and Google Drive
Secure email integrations for seamless communication
Organization(3)
Centralized view of all engagements in one place
Data tables provide structured approach to organizing project data
Create default subfolder structure that can be added to new or existing folders for easy folder structure setup
Reporting(2)
Create, run, and schedule reports to track usage, access, messaging, and storage
Real-time activity tracking and analytics for audit trails
Search(1)
Search for document or folder name as well as words within documents
Security(12)
Automated threat remediation ensures constant protection against security risks keeping data safe without manual intervention
Remotely lock and wipe encrypted ShareFile data from lost or stolen device
Imprint unique information about viewer on each viewed or downloaded document including email, IP, date/time stamps, names, or custom words
Email encryption protects message and attachments with recipients able to reply with encrypted email even if not ShareFile customers
AES 256-bit encryption for all files with SSL or TLS encryption protocols for communication
Set expiration date for file link to restrict access after specific point in time
Granular access controls and basic reporting for fine-grained security
Granular user permissions and document controls for advanced access management
Use KBA on e-signature documents to verify identity of clients
Supports various two-factor and two-step authentication methods including SMS, voice, backup codes, and token-based authentication
Get alerts for suspected unusual activity including unusual sign-ins, unusual authentication, and malware detection
Watermarking, NDA enforcement, and deal room readiness for virtual data rooms
Workflow Automation(11)
Build custom workflows to automate repetitive document-based processes
Bulk onboard clients for accounting engagements
Send same document to multiple signers individually all in one send
Request signatures, track progress, and see pending signatures with integrated e-signature capabilities
Streamline process of collecting client information inside custom forms
Unified onboarding process including intake forms that simplifies engagements and creates easy integrated experience for clients
Send up to 100,000 documents for e-signature per month at account level with document templates and bulk send
Quickly onboard new clients with built-in agreement that expedites start of services
Create structured requests for files, data, and to-dos with assignment capabilities
Create, assign, and manage tasks for specific projects
Submit documents for inline feedback or approval to speed up document workflows
Pricing
Advanced
- ✓Encrypted file storage and sharing
- ✓Secure email integrations
- ✓Real time co-editing
- ✓Granular access controls
- ✓Basic reporting
- ✓File drop links
- ✓Full text search
- ✓Desktop and mobile applications
- ✓Anytime anywhere access
- ✓File encryption
- ✓File sync and versioning
- ✓Secure file sharing
- ✓File sharing via hyperlink
- ✓Unlimited client users
- ✓Custom branding
- ✓File link expiration
- ✓Device security
- ✓Multi-factor authentication
- ✓Active directory and single sign-on
- ✓Encrypted email
- ✓Threat detection alerts
- ✓User management tool
- ✓Activity logs and reports
- ✓Personal cloud connectors
- ✓Workflows
- ✓Folder creation templates
- ✓Basic client portal
- ✓Dynamic watermarking
- ✓Archiving
- ✓Automated threat remediation
Premium
Popular- ✓All Advanced features
- ✓Client collaboration tools - e-signature
- ✓Requests
- ✓Tasks
- ✓Forms
- ✓Workflow automation
- ✓Custom-branded client portals
- ✓Support HIPAA, FINRA and SEC regulatory compliance
- ✓AI-powered document automation and generation
- ✓Document request lists
- ✓Integrated e-signature
- ✓Knowledge-based authentication
- ✓Document templates
- ✓Bulk send
- ✓Document packager
- ✓Automated workflows
- ✓Rapid client onboarding
- ✓Projects
- ✓Task management
- ✓Advanced client portal
- ✓Templates
- ✓Data tables
- ✓Information request
- ✓Integrated client onboarding
Industry Advantage
- ✓All Premium features
- ✓Pre-configured accounting workflows
- ✓Customized tax user experience
- ✓Ready-to-use custom tax templates
- ✓Automated engagement letters
- ✓Easily import files from popular accounting programs
- ✓Bulk onboard clients
- ✓Centralized view of engagements
Virtual Data Room
- ✓Granular user permissions and document controls
- ✓Real-time activity tracking and analytics
- ✓Watermarking, NDA enforcement, and deal room readiness
- ✓All Advanced features included
- ✓Integrated e-signature
- ✓Knowledge-based authentication
- ✓Document templates
- ✓Bulk send
- ✓Document packager
- ✓Projects
- ✓Task management
- ✓Advanced client portal
- ✓Templates
- ✓Data tables
- ✓Information request
- ✓File drop links
Cost Calculator
Keep Paying ShareFile
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 59 features at very easy complexity.
Build vs Buy
Should you build a ShareFile alternative or buy the subscription? Estimate based on 59 features.
Buy ShareFile
Better ValueBuild Your Own
Buying ShareFile saves ~$49,104 over 3 years vs building.
Estimates based on 59 features and a BuildScore of 5/5. Actual costs vary.
Integrations
13 known integrations