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Client Portal Hero

End the Client Chase

Speed up responses, streamline every interaction and bring all requests together—all in one easy-to-use portal, accessible anytime on web or mobile.​

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Speed Up Client Actions​

Make it easy for clients to know what to submit, sign or share. With built-in alerts, comments and task tracking, ShareFile cuts delays and speeds up service.

Speed Up Client Actions

Elevate Every Client Interaction​​

Automated notifications keep clients on track without constant follow-ups. With easy access through web and mobile, you deliver faster service and a smoother client journey.

Elevate Every Client Interaction

Securely Collaborate with
Total Confidence

Engage clients without worrying about security. Documents, files, and messages are encrypted — and only authorized users are allowed access.

Securely Collaborate with Total Confidence

More Features to Modernize Your Client Experience

  • Custom Branding

    Customize the portal with your company logo and colors.

  • Unlimited Client Users

    Create portals for all of your clients and collaborators in ShareFile.

  • Mobile App Just for Clients

    Clients can stay up to date on the go with the ShareFile for Clients app, available on Google Play and the Apple Store.

  • Easy Setup

    ShareFile shows your clients how to set up their account so you don’t have to.

  • Simplify With Dashboards

    Your clients will always know which active items, tasks, and documents need their attention.

  • Document Request Lists

    Clients can quickly view and submit a list of requested documents, accelerating service.

  • Offer a Modern Experience

    Give clients unrestricted access to the files and workflows they need.

“It’s very clear from a client perspective as well. Now they don’t have to question whether they uploaded something or not.”

Jessie Kay Controller, Holt McNally & Associates, Inc.

"I can transfer reports and clients can get to them anytime they require, it is exceptionally productive for sending and getting gigantic records securely and rapidly."

Antonio G. Engineering Manager, Automotive Company Learn More

Explore More Features That Keep Your Work Flowing

Integrated E-Signature

Capture as Many Legally-Binding E-Signatures as You Need

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Workflow Automation

Build Your Own Workflows to Save Time and Avoid Errors

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Scalable Solution

As You Grow, ShareFile Grows With You

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ShareFile is part of the Progress product portfolio. Progress is the leading provider of application
development and digital experience technologies.

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