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From File Sharing
to Client Experience
ShareFile software gives you a structured, secure space to work with clients—share files, collect signatures, request data, and manage to-dos in one place, improving collaboration and the experience around it.
Used by90K+ subscribers
Serving7M+
daily users
Collect
documents3.5x faster
Do More Than Share Files
With ShareFile, secure file sharing is just the start. Launch, track, manage, and deliver client work from start to finish—in one seamless, secure place.
Share, Store, Organize Files
Securely exchange files, internally and externally.
Request and Assign Work
Create structured requests for files, data, and to-dos.
Collect E-Signatures
Request signatures, track progress, and see what’s pending.
Manage Work at a Glance
Manage files, signatures, requests, and to-dos as Projects.
Create Client Portals
Give clients a branded space to share files and complete tasks.
Scale Client Work
Bring speed, security, and scale to client work with AI.
Build for client-serving teams
Simplify Tax Season
- Avoid peak-season overload caused by siloed tools and manual requests.
- ShareFile provides a unified workspace for collecting documents, forms, and signatures—built to help accountants have a smooth, tax season.
"When we're looking at tools to get that ROI and to ensure that our client data is secure, we have to think about, how is this tool going to save my business money in the long run? That is one of the reasons why we've stuck with ShareFile all these years."
Nayo Carter-Gray1st Step Accounting
Boost Legal Efficiency
- Law firms struggle with scattered documents, ad-hoc data intake, manual reviews, and compliance risk.
- ShareFile streamlines matter-specific workflows with secure document sharing and collaboration tools, so legal teams can manage matters better.
“ShareFile makes ADVOS Pro look good. It’s powerful, easy to use, and delivers big efficiency gains without the heavy lift.”
Whitney HarperCo-Founder
Speed Up Onboarding
- Financial firms juggle numerous forms, internal tools, regulatory processes, and endless paperwork.
- ShareFile centralizes document and data collection to accelerate client onboarding and service delivery, without compromising compliance.
"ShareFile has saved us at least 1,000 hours a year. It has become an essential and comprehensive tool for us.”
Craig JefferyManaging Partner
Streamline Claims Workflow
- Insurance teams handle reams of forms, files, and compliance reviews across policies and claims.
- ShareFile replaces email chains and paper reviews with secure document and collaboration workflows that simplify data collection, reviews, and approvals.
"It's a beautiful solution that works seamlessly and highly effectively for a huge client corporation. It would be an absolute nightmare to handle it in any other way."
Brian ThorntonFounder and CEO
Compliant Record Management
- Healthcare professionals battle faxed and couriered records, HIPAA checks, and fragmented systems that mix paper and digital trails.
- ShareFile enables secure digital record collection and management in a way that protects PHI and supports compliant exchanges.
“ShareFile makes complex work simple. It’s intuitive, easy to adopt, and ensures teams use the product.”
Ben WhitehillVP of Information Technology
ShareFile Powers Teamwork
With ShareFile, internal teams move together—sharing files, tracking approvals, and coordinating across departments without the usual friction.
Get More Done
Easily integrate ShareFile with your go-to business tools and use the ShareFile API to expand what's possible.
Microsoft 365
Integrate SharFile with Microsoft 365 apps like outlook, OneDrive, and more to createeffortless document collaboration.
Google Worksplace
Integrate with Google Drive and Gmail for simple, secure link sharing.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
SalesForce
Integrated lead management to automate onboarding with ShareFile.
Zapier
Zapier effortlessly integrates ShareFile with over 4,000 applications.
The ShareFile Advantage
3.5x
faster document collection,
on average.
82%
say ShareFile makes
working with clients simpler.
77%
find ShareFile easy to use
and frustration-free.
82%
see real results within
14 days.
20+ Years as a Trusted Leader in Collaboration
Bring Best Practices to Life
Proven strategies, tips, and step-by-step guides to help you collaborate and engage more effectively every day.
Move work into one space
ShareFile unites all the work related to files, signatures, requests, and to-dos in one structured, secure workspace, turning busy work into smooth collaboration.
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ShareFile is part of the Progress product portfolio. Progress is the leading
provider of application
development and digital experience technologies.
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