Secure Client Portal Software for Faster Client Work
Provide clients with one secure place to upload files, complete tasks, review documents and sign agreements—without multiple email threads and attachments.
Deliver an Exceptional Client Experience at Every Interaction
The ShareFile client portal centralizes document-driven client work in one secure workspace, making it easy to share documents, manage requests, review files and sign agreements.
The Hidden Cost of Running Client Work
Every firm has a way of working with clients. For many, it‘s still a mix of email or other unsecure channels. Because these methods weren’t designed for multi-party coordination, they often create three common problems:
- Version confusion. Multiple drafts of the same document, and no one is sure which version is current.
- Sensitive data risk. Confidential documents can linger in inboxes without encryption, access controls or a way to revoke permissions.
- Billable time lost. Teams spend valuable time following up, resending files and reconciling document requests instead of serving clients.
A Branded Experience Your Clients Can Trust
Keep your brand front and center from the login screen to task completion.
- Your company’s logo, brand colors and subdomain
- A seamless, professional client journey
- Unlimited client and collaborator portals—no extra cost
One Place for Every Client Task
Clients see exactly what needs to be done as soon as they log in—no inbox digging or missed deadlines.
- One dashboard for active tasks, open requests and due dates
- Automated reminders to help clients complete outstanding requests
- Built-in document review and e-signature without leaving the portal
Learn More: Manage project tasks from the Client Portal
Learn More: E-Signature in Client Portal
Track Progress and Activity in Real Time
Give your team and your clients real-time visibility into every request, task and document.
- Live status on every task, request and document
- Visibility into every upload, view, comment and approval
- Audit-ready history, ready when you need it
Learn More: Projects access control and visibility
Learn More : Client Portal FAQAccess Client Work from Any Device
Office, home or on the go—clients stay in motion.
- Access the portal from any web browser—nothing to install
- Use the ShareFile for Clients app on iOS and Android
- Review files, complete tasks and receive alerts from anywhere
Designed for Document-Heavy and Regulated Businesses
The ShareFile client portal is purpose-built for organizations that handle sensitive client information every day.
Accounting
Collect source documents, track outstanding requests and deliver tax returns with full audit trails.
Finance
Share financial plans, investment reports and compliance documents through a secure client experience built on trust.
Legal
Exchange matter-specific documents securely. Manage approvals and client communications in one platform.
Healthcare
Collect patient forms, records and sensitive information while simplifying collaboration and intake.
Real Estate
Provide a centralized place to manage due diligence documents, inspections, updates and stakeholder collaboration.
Learn More
20+ Years as a
Trusted Leader
in Collaboration
From day one, both my staff and clients have found ShareFile’s intuitive interface easy to use, making our daily processes smoother and more efficient.
Jay S. Edley Founder, Jay Edley CPA
FAQs
Can I Customize My Client Portal?
Ready to End the Client Chase?
Stop chasing documents. Choose software that helps your team share securely, stay organized and collaborate confidently—with anyone.