ShareFile for Financial Services

Support FINRA compliance with file sharing and archiving built for financial professionals.

Microsoft Outlook Plugin
Encrypt emails and send and request files securely right from your inbox.

ShareFile Mobile Apps
Access, share, edit and store files any time, anywhere, from iOs, Android, etc.

ShareFile Sync
Sync files from your desktop to keep your information up to date across all devices.

Send, share, e-sign—all with compliance support you can trust

We offer customized and secure file sharing and storage that integrates with the tools financial firms and banks of all sizes use everyday. From compliance support to client collaboration, ShareFile can help you secure and connect all your content.

The amount of information that needs to be exchanged in any given deal, whether it's a venture deal or a real estate deal, is massive… I use ShareFile for everything.
JT Vaughn
Senior Analyst
Cherokee Investment Partners

ShareFile Tools

File check-in/check-out

Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.

Print to ShareFile

Pull files directly from QuickBooks or any other software into ShareFile without having to download data to an unsecure local device.

ShareFile Request List

Experience a secure, client-friendly way to manage your Request and PBC Lists all in one place.

Trusted compliance support

Get expert support to help you maintain compliance with regulations that can affect your industry, including HITECH, FINRA, CFPB, SEC and more.

Secure, business-class file sharing on any device

Easily share and receive large files in a few quick clicks. No paperwork, thumb drives or passwords required.  And with bank-level encryption and more than 25 customizable security settings, your business and client files are always protected.

Powerful collaboration capability

Launch a streamlined workflow to give and receive accurate, real-time feedback, request approvals and get to legally binding e-signatures

World-class integrations

Easily connect ShareFile to the software and apps you use every day like Microsoft Office 365, Outlook and WorkSite Organizer.