How to Build Your Own ShareFile

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

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

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

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

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

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

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

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