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Plan Details

Industry Advantage

Features include: Pre-configured accounting workflows, Integrated client onboarding, Customized tax user experience, Ready-to-use custom tax templates, Automated engagement letters, Easily import files from popular accounting programs

Subscription Details

Minimum 3 employee users. Additional users $ 500.00 / user / year .

Price is based on total number of employee users.

Talk to a specialist today at 1.800.441.3453 or start a live chat if you need features to support compliance needs like HIPAA, FINRA, or other customizations.

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Industry Advantage

Total: $1,500.00

Features
Advanced

Per user/month Minimum of 3 users


Key Features:
  • Encrypted file storage and sharing
  • Secure email integrations and real time co-editing
  • Granular access controls and basic reporting
Most Popular Premium

Per user/month Minimum of 3 users


All Advanced features plus:
  • Client collaboration tools - e-signature, requests, tasks, forms, workflow automation
  • Custom-branded client portals
  • Support HIPAA, FINRA and SEC regulatory compliance
  • AI-powered document automation and generation
For Accounting Industry Advantage

Per user/month Minimum of 3 users


All Premium Features Plus:
  • Pre-built templates for tax engagements
  • Bulk onboard clients for accounting engagements
  • Centralized view of all engagements in one place
Virtual Data Room

Per user/month Minimum of 5 users


Key Features:
  • Granular user permissions and document controls
  • Real-time activity tracking and analytics
  • Watermarking, NDA enforcement, and deal room readiness
Always Included      

ShareFile can be accessed securely across devices, making it easy to view files and folders from any location.

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All communication between ShareFile and the user are encrypted using either SSL or TLS encryption protocols and up to AES 256-bit encryption.

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Automatically sync files and folders across your entire company, with the ability to download previous file versions.

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Securely share and exchange files with users inside and outside of your organization.

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Generate a unique URL that employees and clients can use to quickly view shared documents or folders.

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Invite as many client users as you need to receive secure, personalized access to files inside of ShareFile.

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Customize ShareFile to match your brand by using your brand logo and colors.

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Access ShareFile across devices using the desktop or mobile application.

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Set an expiration date for a file link to restrict access after a specific point in time.

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Remotely lock and wipe encrypted ShareFile data from a lost or stolen device.

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Supports various two-factor and two-step authentication methods including forms and token-based authentication as well as SMS, voice and backup codes.

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Integrate ShareFile with Active Directory to enable single sign-on (SSO) for users with AD credentials.

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Speak with dedicated onboarding specialists on our Customer Care team for help with setup and support.

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Plans start with 3TB of account storage (1TB of account storage per license aggregated).

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VDR storage includes 1 GB of storage per license, with a minimum of 5 licenses.

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Enables you to provision employee user accounts and distribution groups from Active Directory (AD).

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Create, run, and schedule reports to track usage, access, messaging, and storage.

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Connect to industry services like SharePoint Online, OneDrive, OneDrive for Business, DropBox, Box, and Google Drive.

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Workflows      

Submit a document for either in-line feedback or approval to speed up document workflows.

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Build your own workflows to automate repetitive document-based processes.

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Quickly onboard new clients with a built-in agreement that expedites the start of services.

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Create a default subfolder structure that can be added to new or existing folders to allow for easy folder structure setup.

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Easy-to-start templates, including templates for documents, projects, tasks, document request lists, information requests, and data tables, customized to fit your unique project needs.

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Data tables provide a structured approach to organizing project data.

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Industry Solutions      

Maintain consistent service quality with tax-specific automations and workflows, eliminating manual tasks and redundant data entry to reduce human error.

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Exceed client expectations with a unified onboarding process, including intake forms that simplifies engagements and creates an easy, integrated experience for clients.

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Custom-built UI for accounting workflows in mind to unify and accelerate client tax preparation services.

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Jumpstart client document and data collection with customizable PBC list and questionnaire templates to gather necessary documentation for tax returns without setup work.

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Pre-filled agreements with client data and built-in e-signature that expedites all agreement signing.

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Easily import files into a specific client tax engagement in the Income Tax Return solution from any accounting software like CCH Axcess Tax, Drake, Lacerte, ProSeries, UltraTax, and others!

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Integrated E-Signature      

Send up to 100,000 documents for e-signature per month, applied at the account level.

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Use included KBA on e-signature documents to verify the identity of clients.

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Create reusable document templates that are ready to send for signature.

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Send the same document to multiple signers individually, all in one send.

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Merge multiple documents and send it to the signer as a single package for signature.

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Client Experience      

Provide a secure URL link to upload files for any person you select or to add on a static page, simply and intuitively. Create a URL to send to the client, who can then drop files into the web page. It is in turn saved back to the folder you specify.

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Digitally create and manage document request lists with our easy-to-use tool.

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Dedicated collaboration spaces that house project-specific files, tasks, and comments for simplified client engagements.

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Create, assign, and manage tasks for a specific project.

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Search for a document or folder name, as well as for words within documents.

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Streamline the process of collecting client information inside of custom forms.

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A password-protected portal for secure collaboration. Basic access includes file and folder access.

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A password-protected portal for secure collaboration. Advanced portal features real-time communication, progress tracking, reminders/notifications, and quick actions, in one platform.

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Trust and Security      

Easily archive files and access them when needed to keep regularly used folders organized.

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Email encryption protects both the message of your email and any attachments. Recipients can reply with encrypted email even if they aren't ShareFile customers.

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Get alerts if there is suspected unusual activity. This includes unusual sign ins, unusual authentication, and malware detection.

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Automated threat remediation ensures constant protection against security risks, keeping your data safe without the need for constant manual intervention.

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Imprint unique information about the viewer on each viewed or downloaded document. Watermark references may include any of the following: email address, IP information, date stamp, time stamp, first name, last name, company name or specific words of your choosing like “Confidential”.

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Restrictions can be set for downloading or copying information from the file. Administrators can prevent users from downloading, editing, copying, or distributing documents with account wide controls.

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On-prem DLP integrations are complemented by integrations with leading cloud access security brokers (CASB) solutions that provide security monitoring, access controls, and DLP from the cloud for comprehensive protection across hybrid environments.

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ShareFile provides the flexibility to encrypt files stored inside a ShareFile-managed storage zone with an encryption key stored inside the Amazon Key Management.

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Streamline file editing by checking-out a document, preventing others from changing the contents. Easily see who has a file downloaded.

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Available only in ShareFile Premium. Certain features may be limited or unavailable. Customers must have a signed BAA in place with ShareFile (Progress Software Corporation).

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Archiving under this plan entitles customers to 200GB/User fair use storage amount. Certain features may be unavailable or limited. Customers must have a signed SEC Addendum in place with ShareFile (Progress Software Corporation).

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Automatically recommends hyperlink share settings based on the file content to keep sensitive data secure with no interruption to your efficiency.

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Administrators can view a timeline of every user’s session. Track where and when the user navigated through the account and the amount of time spent on a section or specific document.

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Create a secure and easily tracked trail for communication that can be lost in phone calls and emails. The QandA section also has an export function to save an audit trail of all questions and answers for a transaction.

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Track usage and activity throughout your VDR account. Our analytics section offers a snapshot of statistics on the most active users, most viewed documents, longest viewed documents and recent searches. The reporting section logs all the audit trails, access permissions, data transfers and messaging.

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Instead of transferring NDAs, privacy statements or other terms back and forth among your team, the terms and conditions feature on the login page allows you to require all users to agree to your specified terms and conditions before logging into the system.

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Integrations      

The ShareFile for Outlook and Google Workspace plugin allows you to send and request large attachments securely in your email. Bypass file size restrictions and add security to your attachments. Be notified whenever someone accesses a file or sends you a file so you are always aware of what is going and can take action. You can also set expiration policy, different security and access levels for your attachments.

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Integrate with other services and build tools and applications on top of ShareFile.

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Enable multiple users to edit Microsoft 365 documents stored with ShareFile.

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The Salesforce document generator integration makes it easy to create professional, personalized documents—like contracts, agreements, and quotes—using data directly from your Salesforce opportunities and quotes, all within ShareFile. Currently available for U.S. based control planes only.

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Simplify agreement signing and enhance client experience with QuickBooks integration. Currently available for U.S. based control planes only.

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Access files and folders stored on a connected on-premises or cloud-based resource. Users can use the web application and ShareFile apps to view and interact with data stored in connected locations.

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Users can now connect ShareFile with FreshBooks, Pipedrive, QuickBooks, Xero, and Salesforce to export files from ShareFile to these platforms—saving time and minimizing errors. Currently available for U.S. based control planes only.

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