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
57 features across 20 categories
AI(1)
AI-powered document automation and generation to scale client work with speed and security
Access(2)
ShareFile can be accessed securely across devices, making it easy to view files and folders from any location
Access ShareFile across devices using the desktop or mobile application
Administration(1)
Enables you to provision employee user accounts and distribution groups from Active Directory (AD)
Automation(2)
Pre-filled agreements with client data and built-in e-signature that expedites all agreement signing
Build your own workflows to automate repetitive document-based processes
Client Experience(6)
A password-protected portal for secure collaboration. Advanced portal features real-time communication, progress tracking, reminders/notifications, and quick actions, in one platform
A password-protected portal for secure collaboration. Basic access includes file and folder access
Give clients a branded space to share files and complete tasks
Provide a secure URL link to upload files for any person you select or to add on a static page, simply and intuitively. Create a URL to send to the client, who can then drop files into the web page
Exceed client expectations with a unified onboarding process, including intake forms that simplifies engagements and creates an easy, integrated experience for clients
Quickly onboard new clients with a built-in agreement that expedites the start of services
Collaboration(1)
Secure email integrations and real time co-editing for collaborative document work
Compliance(3)
Features to ensure readiness for M&A, audits, and litigation document sharing scenarios
NDA enforcement capabilities for secure confidential document sharing
Support HIPAA, FINRA and SEC regulatory compliance requirements
Customization(1)
Customize ShareFile to match your brand by using your brand logo and colors
Data Management(1)
Data tables provide a structured approach to organizing project data
File Management(5)
Easily archive files and access them when needed to keep regularly used folders organized
Generate a unique URL that employees and clients can use to quickly view shared documents or folders
Automatically sync files and folders across your entire company, with the ability to download previous file versions
Search for a document or folder name, as well as for words within documents
Securely exchange files internally and externally with encrypted file storage and sharing capabilities
Industry Solution(2)
Custom-built UI for accounting workflows in mind to unify and accelerate client tax preparation services
Maintain consistent service quality with tax-specific automations and workflows, eliminating manual tasks and redundant data entry to reduce human error
Integrations(2)
Easily import files into a specific client tax engagement in the Income Tax Return solution from any accounting software like CCH Axcess Tax, Drake, Lacerte, ProSeries, UltraTax, and others
Connect to industry services like SharePoint Online, OneDrive, OneDrive for Business, DropBox, Box, and Google Drive
Project Management(3)
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
Create, assign, and manage tasks for a specific project
Reporting(2)
Create, run, and schedule reports to track usage, access, messaging, and storage
Real-time activity tracking and analytics for comprehensive audit trails
Security(12)
Integrate ShareFile with Active Directory to enable single sign-on (SSO) for users with AD credentials
Automated threat remediation ensures constant protection against security risks, keeping your data safe without the need for constant manual intervention
Remotely lock and wipe encrypted ShareFile data from a lost or stolen device
Imprint unique information about the viewer on each viewed or downloaded document. Watermark references may include email address, IP information, date stamp, time stamp, first name, last name, company name or specific words
Email encryption protects both the message of your email and any attachments. Recipients can reply with encrypted email even if they aren't ShareFile customers
All files are encrypted using SSL/TLS encryption protocols and up to AES 256-bit encryption
Set an expiration date for a file link to restrict access after a specific point in time
Granular access controls and basic reporting for enterprise-level security
Granular user permissions and document controls for confidential document sharing
Use included KBA on e-signature documents to verify the identity of clients
Supports various two-factor and two-step authentication methods including forms and token-based authentication as well as SMS, voice and backup codes
Get alerts if there is suspected unusual activity. This includes unusual sign ins, unusual authentication, and malware detection
Storage(1)
Plans start with 3TB of account storage (1TB of account storage per license aggregated)
Support(1)
Speak with dedicated onboarding specialists on our Customer Care team for help with setup and support
Templates(3)
Create easy-to-start templates, including templates for documents, projects, tasks, document request lists, information requests, and data tables
Create a default subfolder structure that can be added to new or existing folders to allow for easy folder structure setup
Jumpstart client document and data collection with customizable PBC list and questionnaire templates to gather necessary documentation for tax returns without setup work
User Management(1)
Invite as many client users as you need to receive secure, personalized access to files inside of ShareFile
Workflow(7)
Send the same document to multiple signers individually, all in one send
Merge multiple documents and send it to the signer as a single package for signature
Create and manage structured requests for files, data, and to-dos
Request signatures, track progress, and see what's pending with integrated e-signature capabilities
Streamline the process of collecting client information inside of custom forms
Send up to 100,000 documents for e-signature per month, applied at the account level
Submit a document for either in-line feedback or approval to speed up document workflows
Pricing
Advanced
- ✓Encrypted file storage and sharing
- ✓Secure email integrations and real time co-editing
- ✓Granular access controls and basic reporting
- ✓File Sync and Versioning
- ✓Secure File Sharing
- ✓File Sharing via Hyperlink
- ✓Unlimited Client Users
- ✓Custom Branding
- ✓Desktop and Mobile Applications
- ✓File Link Expiration
- ✓Device Security
- ✓Multi-Factor Authentication
- ✓Active Directory and Single Sign-on (SSO)
- ✓User Management Tool
- ✓Activity Logs and Reports
- ✓Personal Cloud Connectors
- ✓Workflows - Feedback & Approval
- ✓Folder Creation Templates
- ✓File Drop Links
- ✓Full Text Search
- ✓Basic Client Portal
- ✓Anytime, Anywhere Access
- ✓File Encryption
- ✓Archiving
- ✓Encrypted Email
- ✓Threat Detection Alerts
- ✓Automated Threat Remediation
- ✓Dynamic Watermarking
- ✓Account Storage (3TB)
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
- ✓Automated Workflows
- ✓Rapid Client Onboarding
- ✓Document Templates
- ✓Data Tables
- ✓Integrated E-Signature
- ✓Knowledge-Based Authentication (KBA)
- ✓Bulk Send
- ✓Document Packager
- ✓Projects
- ✓Task Management
- ✓Information Request
- ✓Advanced Client Portal
- ✓Real-time Activity Tracking and Analytics
Industry Advantage
- ✓All Premium Features
- ✓Pre-built templates for tax engagements
- ✓Bulk onboard clients for accounting engagements
- ✓Centralized view of all engagements in one place
- ✓Pre-Configured Accounting Workflows
- ✓Integrated Client Onboarding
- ✓Customized Tax User Experience
- ✓Ready-to-Use Custom Tax Templates
- ✓Automated Engagement Letters
- ✓Easily Import Files from Popular Accounting Programs
Virtual Data Room
- ✓Granular user permissions and document controls
- ✓Real-time activity tracking and analytics
- ✓Watermarking, NDA enforcement, and deal room readiness
- ✓1 GB of Account Storage per License (minimum 5 licenses)
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 57 features at very easy complexity.
Build vs Buy
Should you build a ShareFile alternative or buy the subscription? Estimate based on 57 features.
Buy ShareFile
Better ValueBuild Your Own
Buying ShareFile saves ~$49,104 over 3 years vs building.
Estimates based on 57 features and a BuildScore of 5/5. Actual costs vary.
Integrations
18 known integrations