Client Collaboration Software that Keeps Work Moving

ShareFile software is a client collaboration software that helps businesses securely manage work with clients, vendors and external stakeholders. It combines file sharing, document requests, task coordination, approvals, e-signatures and client communication in one secure platform, making it easier to keep projects moving and everyone aligned.

Whether teams are onboarding clients, collecting documents, managing reviews and approvals, requesting signatures or coordinating ongoing work, ShareFile software provides a secure client collaboration tool that keeps information organized, visible and accessible throughout the entire engagement.

Most file-sharing tools stop at sending and storing the file. ShareFile software does that too, but also helps teams coordinate the work around it. Instead of managing requests, approvals, signatures, follow-ups and client communication across disconnected tools, teams can manage tasks through connected workflows.

ShareFile software combines secure file sharing with client portals, document requests, tasks, signatures, workflow automation and AI assistance as connected workflows, so teams and clients can manage work, track progress and stay aligned throughout the course of the engagement.

ShareFile software gives teams control over how client work is designed, shared, accessed and completed across both internal and external stakeholders. Internal teams can create and manage workspaces, workflows and granular permissions, while clients, partners, vendors and advisors are invited via secure portals with access tailored to their role in the work.

This creates a clearer, more secure collaboration experience where both sides stay connected without losing visibility or control over sensitive information.

Clients and external stakeholders access a secure, branded client portal built around the work they need to complete. Depending on permissions, they can upload files, respond to requests, sign documents and track completed tasks in one connected experience.

Clear task visibility, guided workflows and AI-assisted support help reduce confusion, prevent missed steps and keep collaboration moving forward across both sides of the engagement.

Yes. ShareFile software natively supports workflows for onboarding, intake, file collection, reviews, approvals, signatures and recurring client requests. Teams can build workflows as needed or reuse templates for common engagement types—assigning collaborators, setting due dates, tracking progress and routing work through connected workflows instead of managing every step through email and manual follow-up.

Throughout, AI assistance helps surface missing information, organize submissions and guide next steps—reducing delays, rework and coordination overhead across client engagements.

ShareFile software gives teams and clients a shared view of files, requests, tasks, approvals and progress across the entire engagement. Everyone can see what’s complete, what’s still pending and what was done—without relying on scattered updates or manual follow-up.

ShareFile helps clients collaborate on sensitive client files with encryption in transit and at rest, role-based permissions for engagement workspaces, audit trails, secure sharing controls and centralized visibility across files and workflows.

These protections span client portals, requests, approvals and stages of collaboration—so teams can move work forward without compromising security or compliance.

Yes. ShareFile software is designed for secure, governed client collaboration, enabling organizations to control how client work is shared, accessed, retained and managed across teams and external stakeholders. Administrators can configure roles, permissions, storage zones, retention settings, archiving policies and other governance controls that apply consistently across workflows, files, portals, approvals and client interactions. ShareFile software also supports workflows designed to help organizations address HIPAA, FINRA and SEC requirements. These capabilities are available with ShareFile Premium plans and above, must be enabled and remain enforced throughout the collaboration lifecycle.