SHAREFILE FOR FINANCIAL SERVICES
The cloud built for confidentiality.
Send confidential documents for signature securely and easily. Safely share financial documents with our popular email plugin. And give your clients an easy way to send documents to you with a web portal or a simple "request a file" link. Whether you work in banking, financial planning or lending services, ShareFile makes sure you don’t have to trade security for convenience.
"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."
Send files from your email.
Get signatures faster.
Work from anywhere.
Comply with record-keeping regulations.
ShareFile tools you’ll love.
Virtual Data Room
ShareFile Mobile App
Archiving for Financial Services