Modern client experiences start here

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

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Simplify with ShareFile®

Focus on what’s important with features that keep work flowing.

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.

Smoother workflows ahead

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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.

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.

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For Legal

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

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For Financial

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

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Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

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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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Simplify agreement signing and enhance client experience with QuickBooks integration.

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Integrated lead management to automate onboarding with ShareFile.

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Zapier effortlessly integrates ShareFile with over 4,000 applications.

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“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 LLP

“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

“The integrated e-signature in ShareFile has saved us at least 1,000 hours a year.”

Craig Jeffery

Managing Partner, Strategic Treasurer

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