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.