ShareFile® for finance

Use pre-built workflows and flexible document collaboration to find new ways to impress clients.

Welcome to data security that puts your clients at ease

We know that protecting your clients’ data is a top priority. Our solution is designed to make world-class security feel second-nature.

Devote more time to clients

Don’t let small tasks distract you. Add new efficiencies to focus more on the client experience.

Lessen the load — not the quality — of your work

Manage multiple services at once with finance-focused workflows to automate repetitive tasks and reduce errors.

Around-the-clock data protection

With the same level of security used by the world’s biggest organizations, you can rest easy knowing your client data is secure.

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

Microsoft Logo
Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

Google Logo

Simplify agreement signing and enhance client experience with QuickBooks integration.

Quickbooks Logo

Integrated lead management to automate onboarding with ShareFile.

Salesforce Logo

Zapier effortlessly integrates ShareFile with over 4,000 applications.

Zapier Logo

Pre-built workflows for e-signature

Complete tasks in less time with ready-to-go templates that are easy to use and manage.

More security layers for firm admins

Protect data with email and file encryption so you can take document collaboration off your watch list.

Easy experiences for clients

Clients want to view documents fast and sign them even faster. They’ll love using one tool to do both.

"ShareFile allows our dealers to get loan packets to the credit union immediately. This allows them an opportunity to get funded on their loans a full day sooner than if they had shipped them overnight.”

Dustin Bailey

SVP of Indirect Lending, Golden Plains Credit Union

"ShareFile has brought real quality of life improvements to our staff and customers. We couldn’t go back to how it was."

Ryan Clevidence

SVP and Chief Banking Officer, Farmers State Bank

"As the industry moves more and more toward being paperless, ShareFile is a tool that can be utilized to create efficiencies for both financial institutions and the dealerships with which they work.”

Dustin Bailey

SVP of Indirect Lending, Golden Plains Credit Union

Ready for less friction and more efficiency?

Create your account and start using ShareFile today.