Get ready to get more done

Boost productivity by automating the tedious tasks and freeing up time for the work you value most.

Key features

PRE-BUILT WORKFLOW TEMPLATES

Build document-specific automation easily & quickly.

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WORKFLOW AUTOMATION

Create your own automated workflows in minutes.

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STREAMLINED CLIENT PORTAL

Simplify client engagements by putting the important details in one searchable place.

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INTEGRATED E-SIGNATURES

Get client signatures without switching apps or manually downloading files.

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Why ShareFile®

Streamline all your client-facing workflows, from contracting & onboarding to service & delivery. 

Focus on what matters

ShareFile speeds-up turnarounds and automates repetitive tasks, so you can focus on your clients and what’s most important to you.

One place for (just about) everything

ShareFile offers one place for document-centric activities and workflow automation — that means less tool-switching, and more secure & efficient work.

Say goodbye to back and forth

Eliminate bottlenecks and give your clients the ability to securely and effortlessly collaborate, e-sign, share, and comment.

What our customers experience

1,000

Dollars saved per month for customers like Eggemeyer Associates Architects.

60,000

Minutes saved each year for customers like Strategic Treasurer

94%

TrustRadius users agree ShareFile delivers good value

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

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Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

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QuickBooks

Simplify agreement signing and enhance client experience with QuickBooks integration.

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Salesforce

Integrated lead management to automate onboarding with ShareFile.

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Zapier

Zapier effortlessly integrates ShareFile with over 4,000 applications.

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Made to fit you

We’re building you a solution that simplifies and uncomplicates, and that you can use out-of-the-box.

"ShareFile gave us far more positive, agile interactions with customers and brought a great user experience for clients."

Ryan Clevidence

SVP and Chief Banking Officer, Farmers State Bank

"We were using an FTP server process, which was clunky and full of technology problems, especially for clients. We needed a much simpler process both for our employees and our clients, and ShareFile was the perfect product to take care of those issues.”

Tim Knight

Vice President of Opercons, INVO PEO

“ShareFile’s e-signature feature has significantly streamlined significantly the amount of time it takes to get contracts, change orders and other documents signed and returned from multiple parties"

Mark Dillon

Principal, Eggemeyer Associates Architects

Got questions?