Your complete solution for modern, secure document workflows.
End-to-End Document Workflows for Teams and Clients
Per user/month Minimum of 3 users
Tailormade workflows designed to facilitate seamless end-to-end use cases for accounting tax processes that increase efficiency and standardization.
Pre-Built, Accounting-Specific Document Workflow Automation
Confidential Document Sharing with Granular Access Control
Features |
Advanced$16.00
$17.60
Per user/month Minimum of 3 users Key Features:
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Most Popular Premium$25.00
$27.50
Per user/month Minimum of 3 users All Advanced features plus:
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For Accounting Industry Advantage$41.67
$45.83
Per user/month Minimum of 3 users All Premium Features Plus:
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Virtual Data Room$67.50
$75.00
Per user/month Minimum of 5 users Key Features:
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Always Included | ||||
ShareFile can be accessed securely across devices, making it easy to view files and folders from any location. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
All communication between ShareFile and the user are encrypted using either SSL or TLS encryption protocols and up to AES 256-bit encryption. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Automatically sync files and folders across your entire company, with the ability to download previous file versions. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Securely share and exchange files with users inside and outside of your organization. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Generate a unique URL that employees and clients can use to quickly view shared documents or folders. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Invite as many client users as you need to receive secure, personalized access to files inside of ShareFile. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Customize ShareFile to match your brand by using your brand logo and colors. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Access ShareFile across devices using the desktop or mobile application. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Set an expiration date for a file link to restrict access after a specific point in time. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Remotely lock and wipe encrypted ShareFile data from a lost or stolen device. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Supports various two-factor and two-step authentication methods including forms and token-based authentication as well as SMS, voice and backup codes. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Integrate ShareFile with Active Directory to enable single sign-on (SSO) for users with AD credentials. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Speak with dedicated onboarding specialists on our Customer Care team for help with setup and support. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Plans start with 3TB of account storage (1TB of account storage per license aggregated). |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
VDR storage includes 1 GB of storage per license, with a minimum of 5 licenses. |
Included in Virtual Data Room | |||
Enables you to provision employee user accounts and distribution groups from Active Directory (AD). |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Create, run, and schedule reports to track usage, access, messaging, and storage. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Connect to industry services like SharePoint Online, OneDrive, OneDrive for Business, DropBox, Box, and Google Drive. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Workflows | ||||
Submit a document for either in-line feedback or approval to speed up document workflows. |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
Build your own workflows to automate repetitive document-based processes. |
Included in Premium | Included in Industry Advantage | ||
Quickly onboard new clients with a built-in agreement that expedites the start of services. |
Included in Premium | Included in Industry Advantage | ||
Create a default subfolder structure that can be added to new or existing folders to allow for easy folder structure setup. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Easy-to-start templates, including templates for documents, projects, tasks, document request lists, information requests, and data tables, customized to fit your unique project needs. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Data tables provide a structured approach to organizing project data. |
Included in Premium | Included in Industry Advantage | ||
Industry Solutions | ||||
Maintain consistent service quality with tax-specific automations and workflows, eliminating manual tasks and redundant data entry to reduce human error. |
Included in Industry Advantage | |||
Exceed client expectations with a unified onboarding process, including intake forms that simplifies engagements and creates an easy, integrated experience for clients. |
Included in Industry Advantage | |||
Custom-built UI for accounting workflows in mind to unify and accelerate client tax preparation services. |
Included in Industry Advantage | |||
Jumpstart client document and data collection with customizable PBC list and questionnaire templates to gather necessary documentation for tax returns without setup work. |
Included in Industry Advantage | |||
Pre-filled agreements with client data and built-in e-signature that expedites all agreement signing. |
Included in Industry Advantage | |||
Easily import files into a specific client tax engagement in the Income Tax Return solution from any accounting software like CCH Axcess Tax, Drake, Lacerte, ProSeries, UltraTax, and others! |
Included in Industry Advantage | |||
Integrated E-Signature | ||||
Send up to 100,000 documents for e-signature per month, applied at the account level. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Use included KBA on e-signature documents to verify the identity of clients. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Create reusable document templates that are ready to send for signature. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Send the same document to multiple signers individually, all in one send. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Merge multiple documents and send it to the signer as a single package for signature. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Client Experience | ||||
Provide a secure URL link to upload files for any person you select or to add on a static page, simply and intuitively. Create a URL to send to the client, who can then drop files into the web page. It is in turn saved back to the folder you specify. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Digitally create and manage document request lists with our easy-to-use tool. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Dedicated collaboration spaces that house project-specific files, tasks, and comments for simplified client engagements. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Create, assign, and manage tasks for a specific project. |
Included in Premium | Included in Industry Advantage | ||
Search for a document or folder name, as well as for words within documents. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Streamline the process of collecting client information inside of custom forms. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
A password-protected portal for secure collaboration. Basic access includes file and folder access. |
Included in Advanced | |||
A password-protected portal for secure collaboration. Advanced portal features real-time communication, progress tracking, reminders/notifications, and quick actions, in one platform. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Trust and Security | ||||
Easily archive files and access them when needed to keep regularly used folders organized. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Email encryption protects both the message of your email and any attachments. Recipients can reply with encrypted email even if they aren't ShareFile customers. |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
Get alerts if there is suspected unusual activity. This includes unusual sign ins, unusual authentication, and malware detection. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Automated threat remediation ensures constant protection against security risks, keeping your data safe without the need for constant manual intervention. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Imprint unique information about the viewer on each viewed or downloaded document. Watermark references may include any of the following: email address, IP information, date stamp, time stamp, first name, last name, company name or specific words of your choosing like “Confidential”. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Restrictions can be set for downloading or copying information from the file. Administrators can prevent users from downloading, editing, copying, or distributing documents with account wide controls. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
On-prem DLP integrations are complemented by integrations with leading cloud access security brokers (CASB) solutions that provide security monitoring, access controls, and DLP from the cloud for comprehensive protection across hybrid environments. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
ShareFile provides the flexibility to encrypt files stored inside a ShareFile-managed storage zone with an encryption key stored inside the Amazon Key Management. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Streamline file editing by checking-out a document, preventing others from changing the contents. Easily see who has a file downloaded. |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
Available only in ShareFile Premium. Certain features may be limited or unavailable. Customers must have a signed BAA in place with ShareFile (Progress Software Corporation). |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Archiving under this plan entitles customers to 200GB/User fair use storage amount. Certain features may be unavailable or limited. Customers must have a signed SEC Addendum in place with ShareFile (Progress Software Corporation). |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Automatically recommends hyperlink share settings based on the file content to keep sensitive data secure with no interruption to your efficiency. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room | |
Administrators can view a timeline of every user’s session. Track where and when the user navigated through the account and the amount of time spent on a section or specific document. |
Included in Virtual Data Room | |||
Create a secure and easily tracked trail for communication that can be lost in phone calls and emails. The QandA section also has an export function to save an audit trail of all questions and answers for a transaction. |
Included in Virtual Data Room | |||
Track usage and activity throughout your VDR account. Our analytics section offers a snapshot of statistics on the most active users, most viewed documents, longest viewed documents and recent searches. The reporting section logs all the audit trails, access permissions, data transfers and messaging. |
Included in Virtual Data Room | |||
Instead of transferring NDAs, privacy statements or other terms back and forth among your team, the terms and conditions feature on the login page allows you to require all users to agree to your specified terms and conditions before logging into the system. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Integrations | ||||
The ShareFile for Outlook and Google Workspace plugin allows you to send and request large attachments securely in your email. Bypass file size restrictions and add security to your attachments. Be notified whenever someone accesses a file or sends you a file so you are always aware of what is going and can take action. You can also set expiration policy, different security and access levels for your attachments. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Integrate with other services and build tools and applications on top of ShareFile. |
Included in Advanced | Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Enable multiple users to edit Microsoft 365 documents stored with ShareFile. |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
The Salesforce document generator integration makes it easy to create professional, personalized documents—like contracts, agreements, and quotes—using data directly from your Salesforce opportunities and quotes, all within ShareFile. Currently available for U.S. based control planes only. |
Included in Premium | Included in Industry Advantage | ||
Simplify agreement signing and enhance client experience with QuickBooks integration. Currently available for U.S. based control planes only. |
Included in Premium | Included in Industry Advantage | ||
Access files and folders stored on a connected on-premises or cloud-based resource. Users can use the web application and ShareFile apps to view and interact with data stored in connected locations. |
Included in Advanced | Included in Premium | Included in Industry Advantage | |
Users can now connect ShareFile with FreshBooks, Pipedrive, QuickBooks, Xero, and Salesforce to export files from ShareFile to these platforms—saving time and minimizing errors. Currently available for U.S. based control planes only. |
Included in Premium | Included in Industry Advantage | Included in Virtual Data Room |
Ask us about our on-premises or hybrid storage solutions.
“ShareFile was probably saving us well over $1,000 a month, which more than covers our subscription costs, plus the ease and time savings it delivered.”
Mark Dillon President, Eggemeyer Associates ArchitectsRead Case Study
“ShareFile has been absolutely instrumental in our success and has highly increased our firm’s revenue by streamlining our processes, resulting in more time to focus on our clients instead of operations.”
Marsha J. Naegeli CEO & Founder, NAEGELI Deposition & TrialRead Case Study
ShareFile offers flexible billing options to match your business needs—choose from monthly or annual at the time of sign-up. Your selected billing cycle remains fixed for the term of the subscription.
If you begin with a monthly plan, you can upgrade to an annual or multi-year plan at any time to take advantage of cost savings. However, downgrading from annual or multi-year billing back to monthly is not currently supported.
Not sure which plan is right for you, or interested in a multi-year subscription? Please contact your ShareFile Account Executive or email us at sales@sharefile.com for personalized guidance on selecting the best option for your business.
ShareFile is easy to set up and easy to use. Everything is in the cloud, so there are no downloads or installs, for you or your users. On-premises or hybrid storage solutions are available with our Enterprise plans.
ShareFile safeguards your documents with industry-accepted encryption protocols and algorithms in transit and at rest. Your files are encrypted with up to 256-bit encryption using industry-standard encryption protocols.
Think of employee users as internal users who work for your company and client users as external users. Employee users manage the account and can request and send files to client users. Client users are able to upload and download files, along with a few others capabilities. All ShareFile plans have unlimited client users.
ShareFile for Mac or Windows allows users to access files directly through a mapped drive, providing a native file storage experience. ShareFile for Outlook and Google Workspace allows users to insert links to files, upload and send new files, and request files directly from Microsoft Outlook or Gmail email messages.
ShareFile allows you to encrypt not just email attachments, but also the body of your message to your recipient. It’s a simpler way to support compliance and add security. And even better: Recipients don’t need to be ShareFile customers or have a username and password to view or respond to an encrypted email.
The ShareFile Premium plans includes integrated electronic signature at no extra cost. With integrated e-signature, you can send files stored in your ShareFile account quickly for secure, legally binding e-signatures. Signed documents are saved automatically back to ShareFile, making the process seamless.