Sync, store and share client statements, financial reports, contracts and more.
Satisfy record-keeping regulations
To help you meet record-keeping requirements, ShareFile can archive, rather than delete, account files, folders, sent messages, active and inactive links, and notifications for a minimum of three years. You can even allow your designated third party to search and export files, links, messages and activity logs directly from your ShareFile account.
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Improve file access, sorting and uploading
ShareFile allows you to integrate with systems that you already use and access your ShareFile account directly in your CRM, streamlining report access and eliminating the need to manually sort and upload documents.
Easy tools let your clients send
and receive confidential files
We make sure ShareFile works for you and your clients. ShareFile balances usability with security and lets you host a client vault that offers direct delivery of client statements, forms and other documents. You can even post or email a link that allows clients to instantly upload secure documents for you.
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Call now to discuss feature packages and pricing that are built
for your business: 1-800-441-3453.
Add ShareFile to RedTail, Worldox or Trumpet to streamline
Learn more about our partners
report access and distribution, eliminate manual sorting and
simplify upload of multiple documents.
"The amount of information that needs to be exchanged in any given deal, whether it’s a venture deal or a real estate deal, is massive… I use ShareFile for everything."
— JT Vaughn, Senior Analyst for Cherokee Investment Partners
"Energy One uses ShareFile to securely transfer information between employees and members. It is also used to send documents to our board members. We have been proudly using this service since 2009."
— Elizabeth Armstrong, Energy One Federal
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A better client vault solution? Joel P. Bruckenstein reviews Citrix ShareFile in Financial Advisor
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Looking for a virtual data room?
ShareFile offers a robust data room solution for managing highly complex and confidential
transactions, such as due diligence, mergers and acquisitions, and audits.