Client Portal | ShareFile

Simplify your client experience with a client portal

Creating an easy-to-use portal couldn’t be simpler – for you or your clients. From project start to finish, your clients will know where to go for all their document-related tasks.

Provide client-first experiences

The portal helps clients understand what documents to submit, sign, or share. Clients can leave comments, receive alerts, and get things done.

Create easy client workflows

Make time-consuming client workflows move faster with built-in solutions. Launch workflows for document request lists, onboarding, and signature collection.

Securely collaborate with total confidence

Engage clients without worrying about security. Documents, files, and messages are encrypted — and only authorized users are allowed access.

More features to modernize your client experience

Custom branding

Customize the portal with your company logo and colors.

Unlimited client users

Create portals for all of your clients and collaborators in ShareFile®.

Easy setup

ShareFile shows your clients how to set up their account so you don’t have to.

Simplify with dashboards

Your clients will always know which active items, tasks, and documents need their attention.

Document request lists

Clients can quickly view and submit a list of requested documents, accelerating service.

Offer a modern experience

Give clients unrestricted access to the files and workflows they need.

“It’s very clear from a client perspective as well. Now they don’t have to question whether they uploaded something or not.”

Jessie Kay

Controller, Holt McNally & Associates, Inc.

"I can transfer reports and clients can get to them anytime they require, it is exceptionally productive for sending and getting gigantic records securely and rapidly."

Antonio G.

Engineering Manager, Automotive Company

Explore more features that keep your work flowing

INTEGRATED E-SIGNATURE

Capture as many legally-binding e-signatures as you need.

WORKFLOW AUTOMATION

Build your own workflows to save time and avoid errors.

SCALABLE SOLUTION

As you grow, ShareFile grows with you.

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