Modern client experiences start here

Securely create, store, and send files – plus discover document workflows designed to improve your client experience.

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Simplify with ShareFile

Expedite efficiency in your key workflows, from PBC lists to e-signature. ShareFile helps teams simplify and accelerate work.

  • Secure sharing & collaboration

    Confidently share and collaborate without having to sacrifice security.

  • Intuitive client portal

    Centralize workflow essentials in one space & unlock a smoother client experience.

  • Fast & easy e-signatures

    Get all the e-signatures you need right where your documents live – no need to switch tools.

Made for your industry

Your industry has unique needs, and our solution can help you meet them.

For Accounting

To keep the clients you onboard, simplify work with automated agreements & PBC request lists.

For Legal

We put secure document management at your fingertips and alert you of security threats.

For Financial

Easily collaborate with clients, while keeping their sensitive information protected.

Smoother workflows ahead

Go ahead and work the way you want. Our solution makes it go smoother for you and your clients.

Built secure and compliant

We’re trusted by regulated, security-focused industries to support their data and compliance needs.

Just what you need

ShareFile is made to fit how you and your organization work, right out of the box.

Designed for efficiency

Automate and simplify routine tasks with one space for document and client facing workflows.

Integrates seamlessly

Looking to collaborate with clients more effectively?

Google

Our strategic integration with Google Cloud gives yourteams the tools to boost collaboration, streamline workflows, and work securely from any device, anywhere.

Microsoft

Utilize ShareFile as the single point to access files from network drives, OneDrive, or SharePoint.

Zapier

Empowers you to connect ShareFile with the other apps you use to run your business. You can securely share large data files and automate repetitive tasks, saving you time and drudge work.

Telesign

Provides ShareFile users enhanced security on their accounts. TeleSign's SMS & Voice authentication adds an extra layer of protection to ensure sensitive user information isn't exposed.

PlanGrid

PlanGrid users who store blueprints and other construction project documents in ShareFile can upload directly to the PlanGrid cloud and share them with their team members.

ShareFile was saving us well over $1,000 a month, which more than covers our subscription costs, plus the ease and time savings it delivered.

Mark Dillon

Principal, Eggemeyer Associates Architects

We can access files anywhere and anytime. It's the best of all platforms available.

Shivam L

Articled Assistant, Chaturvedi & Shah LLPs

I don’t need to jump back and forth to email to find that client question or jump to another solution to find files, I can do that in ShareFile.

Jennifer Lorenzen

Owner, LT CPAs & Company

Curious about something?

Discover how other companies have transformed their work processes with ShareFile, search a range of topics, and more.

Customer Story

Eggemeyer Associates Architects

Customer Story

Golden Plains Credit Union

Customer Story

aequum

Customer Story

NAEGELI Deposition & Trial

Customer Story

INVO PEO