ShareFile Integration Partners

All Integrations

  • Advisor Websites

    Advisor Websites is an industry leader providing thousands of advisors with compliant, effective websites. Our award-winning technology and exceptional, unlimited support have helped make us a go-to marketing and technology resource for the financial planning community. Advisor Websites and ShareFile have teamed up to provide advisors with the ability to access and share private documents with clients through their websites. With a discounted monthly subscription, advisors can use the most secure file sharing and storing service on the web, right from their own websites.

  • Applied Systems

    Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, Applied enables millions of people around the world to safeguard and protect what matters most.

  • Basepin CONNECT

    Basepin CONNECT is a revolutionary collaboration tool for the construction and real estate industries that connects project members to each other for true real-time collaboration and project success—from anywhere via any device.

  • BidPlanroom

    BidPlanroom is an easy-to-use web application that streamlines the construction bidding process for general contractors and subcontractors and gives general contractors unparalleled control over their projects.

  • Cicayda

    Cicayda is thrilled to be a part of the ShareFile family, and the integration of Cicayda's software with ShareFile will give law firms a smart, easy, secure, and compatible way to move their data in ShareFile into our Reprise platform for instant e-discovery. With Cicayda's lightning fast search returning results in milliseconds, any lawyer or litigation support professional can do extremely advanced and complex tasks in the review process.

  • CloudPrime

    CloudPrime provides secure and easy-to-manage solutions for building healthcare application interfaces to facilitate the HIPAA/HITECH compliant exchange of protected health information (PHI).

  • Collaaj

    Collaaj is a must-have productivity tool in every business user's toolkit. It brings videos into everyday enterprise workflows, enabling video email, video FAQs, sales whiteboards and even video medical records.

  • iSign

    This solution allows health care firms, EMRs, or anyone concerned with HIPAA compliance to gather legally binding signatures in complex workflows while remaining HIPAA compliant. The CIC iSign Console allows users to pull documents from ShareFile and manually prepare them for eSignature, eReview, or eDelivery with multiple parties. The solution supports complex workflows all while remaining in a HIPAA compliant solution. The Console will guide the user through a setup wizard and upon completion of the setup, the user can send the documents to the assigned parties to complete their workflow (form filling, eSign, eReview, attachments, or final delivery). The CIC iSign Console will send unique links for each party to authenticate and then complete their assigned workflow tasks. With each action, CIC time stamps and records steps in the audit log. If a signature is applied, CIC applies a digital signature for authenticity. Upon completion of all workflow and assigned tasks, CIC adds an additional hash to the documents for tamper evidence and puts the signed documents, the audit log, and any added attachments in a Signed CIC Documents folder in the user's ShareFile account. The completed package is also sent to the signers to re-authenticate and download their forms.

  • Cotap

    Cotap is a simple, secure mobile messaging app for teams. When you share a ShareFile document via Cotap, recipients will see it instantly, via a push notification on their phone, or a desktop notification if they are at a computer.

  • Digital Guardian

    Digital Guardian is a leader in the Gartner Magic Quadrant for Content-aware Data Loss Prevention (DLP). Digital Guardian monitors and classifies sensitive data, and enforces data protection policies across all potential egress channels including cloud storage, email, removable media and printing. Digital Guardian has visibility of sensitive data movement to ShareFile and can apply control policies to block data transfers, warn users of confidentiality issues and ensure sensitive data is placed in the correct ShareFile directories where appropriate controls for sensitive data are in place.

  • WorkSite Organizer

    WorkSite Organizer for ShareFile was created by DocAuto to incorporate the unique properties of WorkSite and ShareFile to provide an integrated system for sending, receiving and storing files securely.

  • eFileCabinet

    The pairing of eFileCabinet and ShareFile allows business users to store, search and manage critical documents while allowing safe file sharing without the hassle of file size limitations.

  • EuroSmartz

    EuroSmartz was the first company to bring the functionality of printing photos, contacts, web pages and more to the iPhone when it released its “Print” app in December 2008. Since then, EuroSmartz has become the No. 1 provider of business apps for the iPad, iPhone and Android devices—achieving 3 million paid downloads of its paid applications to date.

  • FotoIN

    FotoIN is a mobile solution for capturing photo documentation and automated filing to customers' ShareFile account. Field workers use FotoIN mobile app to Snap, Tag and Annotate photos, automatically capture GPS, date, time, device, address and project info, and FotoIN embeds it all into the photos as metadata for easy filing, searching and photo documentation management. FotoIN solution can also be configured to fit customers' specific needs and workflows, including custom branding, reports and tags, and folder hierarchy.

  • Google

    Our strategic integration with Google Cloud gives your teams the tools to boost collaboration, streamline workflows, and work securely from any device, anywhere.

  • Hubdoc

    Hubdoc centralizes your key financial docs automatically, ready to be synced to cloud destinations such as ShareFile. By combining the two, backup of key financial docs is automatic, effortless and secure. Bank statements, check images and deposit slips are automatically delivered by Hubdoc to a ShareFile account, filed in the correct folder and named appropriately. Source documents such as the invoices and receipts that back up key financial transactions are available immediately to accountants and bookkeepers in their ShareFile account via Hubdoc.

  • TrialPad

    Access your ShareFile documents directly from within TrialPad.

  • Lua

    With ShareFile + Lua, you can streamline patient care with secure, instant mobile tools that help you quickly exchange files and messages with your team – all in a way that supports HIPPA compliance.

  • Microsoft

    ShareFile serves as a complement to the existing Microsoft infrastructure, furthering extending the value of Office and Office 365 subscriptions and further leveraging Azure investments.

  • mxHero

    Integrates email with ShareFile. Integration is server side and therefor client agnostic. It can be used from any device. Outbound and Inbound emails have attachments intelligently filed to ShareFile.

  • Onward Technologies

    Provides ability to share files from the Open Text eDocs repository to the ShareFile site, maintaining an audit trail of the action within the eDocs system. Users want to Share documents that are housed and protected by the eDocs DMS without first having to export them to a native desktop file, etc. The user can, from any eDocs search results list, right click and export a document directly to ShareFile, with an email generated link to send to the recipient(s). The link can be limited by number of downloads or time restrictions, and there are provisions to require user identification and for sender notifications when the document is accessed in ShareFile. An Audit entry is written to the eDocs history noting the transfer.

  • Orion

    The integration allows Orion customers to seamlessly access, share, and manage documents within ShareFile’s secure vault. With the connection to ShareFile from within the Orion interface, you have the ability to generate reports and direct them to specific ShareFile folders for secure storage.

  • PlanGrid

    PlanGrid users who store blueprints and other construction project documents in ShareFile can upload directly to the PlanGrid cloud and share them with their team members.

  • Primadesk

    Primadesk is your personal cloud management system. We help you find, organize, share and protect your online content from one location. Search for content across devices with a single search and protect content with our automatic backup feature. Primadesk is compatible with PC, Mac, Android and iOS devices.

  • ProntoForms

    The integration between ShareFile and ProntoForms allows data to be share between the two systems. ProntoForms can pull CSV data from files stored in ShareFile, and use this data to configure pick lists and drive automatic population of answers on mobile forms. ProntoForms can also store the results of submitted mobile forms in a ShareFile account in various document (i.e. PDF, DOCX, HTML) and data (i.e. XML, JSON, PNG, JPEG, sound file) formats. The ShareFile file system location of files generated by ProntoForms is determined dynamically at runtime, based on user-defined rules in the ProntoForms system (i.e. form meta-data like date/time submitted, form name; or, mobile form user-provided data like answers to specific form questions).

  • Readdle

    ShareFile integration is now offered with two Readdle’s flagship products. They are quite different in nature, however they both address the question of mobile document management. The first tool is PDF Expert—an application for individual usage that millions of people are using to edit PDFs, fill in PDF forms, annotate documents and sign contracts on the iPad.

  • Redtail

    Redtail delivers web-based Client Relationship Management (CRM) solutions for the financial professional. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

  • Remark

    Remark enables ShareFile customers to stream and collaborate on videos within their browsers without having to download and open them in a media player.

  • Results

    Results is an award-winning Customer Relationship Management (CRM) system that goes beyond typical CRM to deliver a comprehensive enterprise-level business management solution at an affordable small business price.

  • Fujitsu ScanSnap

    The ShareFile Plugin for Fujitsu ScanSnap allows Fujitsu ScanSnap users to quickly save scanned documents directly to ShareFile, without having to save a copy of the document to the local computer. This feature is compatible with both Fujitsu ScanSnap Desktop and Mobile scanners. ShareFile’s seamless integration with Fujitsu ScanSnap series scanners provides the most streamlined and secure workflow available for digitizing, storing and sharing documents. For current users of ScanSnap scanners, they now have enterprise-grade security and collaborative workflow at their fingertips.

  • Sfax

    Designed for the rigors of healthcare, Sfax enables you to cloud fax without printing a single physical document. Sfax allows healthcare organizations to securely send, receive, annotate, and manage faxes to eliminate manual processes and paper and maintain HIPAA compliance. ShareFile partners with Sfax to securely send faxes and save files to specific ShareFile folders all in one effortless step via Print to ShareFile or Print to Sfax.

  • Smarsh

    Need a more robust and complete way to archive? ShareFile has a new integration with The Archiving Platform™ from Smarsh, the popular comprehensive archive platform, to create the only solution that meets the regulatory requirements for both online file sync and share and immutable retention. The latter means data is stored and secured indefinitely in an unalterable, and search-ready state that makes audits and maintaining compliance simpler and more effective.

  • SmartBidNet

    SmartBidNet is the preferred invitation to bid software for commercial general contractors worldwide. With the SmartBidNet bid management software, general contractors can access a web-based and mobile platform to streamline their bid project data, documents and subcontractor communications. SmartBidNet with ShareFile allows thousands of general contractor users around the world to seamlessly sync and upload construction project documents from ShareFile to their SmartBidNet online plan room. This allows users greater accessibility to project documents, more efficient file distribution, and stronger protection for data backup, archival and disaster recovery purposes.

  • Sony Digital Paper

    Your paper trail ends here. Yellow pads, loose papers, and file folders are a thing of the past. Sony's handheld letter-size Digital Paper lets you easily and securely access files, make and upload handwritten notes and annotated documents, save the files or archive for sharing with clients, colleagues, and co-workers. Increase productivity and streamline collaboration with others via shared files that show your markings and highlights. This superlative tool is durable, portable, and easy to use, with a user-friendly screen that reflects ambient light for easy legibility both indoors and out. Digital Paper makes an ideal complement to laptops and tablets. Digital Paper is now integrated with the Citrix ShareFile cloud storage and file sharing service. Now professionals can retrieve and send documents wirelessly on Digital Paper, enabling a seamless transition between the office and a mobile location.

  • StratusVue

    StratusVue is the leading provider of document management and workflow solutions for the commercial construction environment. The StratusVue System improves collaboration, consistency, and control for all project stakeholders by providing one easily accessible location where all key contract documents are created, shared, edited, and routed for approval.

  • Taxbot

    Taxbot helps entrepreneurs save time and money automatically by helping them track their deductible mileage and expenses. Taxbot’s mobile app can automatically track your business mileage, digitally store your receipts, import transactions from your online banking, and more. When tax time rolls around, print out our AuditSafe report to give to your tax preparer so they can focus on strategy and not data entry. Our average user last year found nearly $23,000 in deductions saving them an estimated 10,000 on their taxes. It is a must have for independent contractors. The truth is that most accounting systems don’t hold up against an IRS audit. Plus most of them are too complicated for most independent contractors. Taxbot is simple, IRS compliant, and saves you serious money when it comes time to pay your taxes. Taxbot partners with Citrix ShareFile to power its secure info exchange. Send your AuditSafe report in one click, securely, from any device, to your tax preparer.

  • TeleSign

    Citrix ShareFile partners with TeleSign to provide ShareFile users enhanced security on their accounts. TeleSign's SMS & Voice authentication adds an extra layer of protection to ensure sensitive user information isn't exposed.

  • Tervela Cloud FastPath

    Tervela Cloud FastPath is a simple point-and-click web service that significantly reduces the traditional labor, complexity, time, and operational impact caused by content migrations. Cloud FastPath is ShareFile's de facto solution for on-boarding customers data from external infrastructure to ShareFile Storage (either in the Cloud or on-premise). Cloud FastPath is a fully-automated solution for fast and secure cloud-to-cloud and on-premise-to-cloud big data transfer. It is built on Tervela’s enterprise-class Data Fabric, which powers some of the most demanding applications.

  • Trumpet

    Trumpet, Inc. is a leading software and consulting firm with expertise in workflow, technology and software integration for financial advisory and legal firms. Trumpet is the creator of popular software applications including Symphony Suite, Assemblage, Virtuoso, Trumpet Publisher and other productivity applications for professional service firms.

  • Worldox

    The Worldox Citrix ShareFile integration facilitates direct interaction between Worldox and the ShareFile system without you having to access the ShareFile web interface. With it, you can easily and securely share files with users within or outside of your organization across corporate devices, mobile devices, tablets, laptops and desktops.

  • Zapier

    Zapier (rhymes with happier) empowers you to connect ShareFile with the other apps you use to run your business. You can securely share large data files and automate repetitive tasks, saving you time and drudge work.

I would like to integrate with ShareFile

Citrix technology partners integrate with the ShareFile product through a rich API. Citrix actively seeks partnerships that provide the market with a solution that meets the need of our mutual clients, extending functionality and mutually enhancing our product offerings. Here are just a few of the benefits we offer to partners:

  • Blog about partnership
  • Newsletter mention
  • Link from our partners page to your website
  • Partner profile/case study
  • Opportunity for a webinar promoted on the ShareFile integrations page 

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