Never miss a detail with dedicated spaces for collaboration

ShareFile® lets you house all document request lists, files, tasks, and comments in one central space for faster turnarounds.

See how easy it is to manage multiple projects

Our collaboration spaces make it easy for you to find project-specific details in a few clicks.

Guide your clients through document-heavy workflows

Give people access to a dedicated space for each project. Your clients can easily locate project-specific conversations, files, tasks, and comments to stay in sync.

Organized projects, organized mind

Quickly locate client documents and comments in one secure location. Less searching for you means faster service for your clients.

Features that replace chaos with control

Dedicated collaboration spaces

There’s no limit to the number of collaboration spaces you can create, helping you manage multiple projects at once.

Task assignment

Use tasks and reminder notifications to meet all your internal milestones and guide your client on next steps.

Save files

Put essential files front and center by sharing them in a project for easy visibility.

Leave comments

Use your dedicated spaces to connect directly with clients or answer detailed questions on a request or service.

Digitize document request lists

Easily request, locate and check the status of document request lists across many projects.

Manage user access

Use granular settings to control what employees and clients can access and share.

“Projects has been something that helps keep our clients, management, and staff more organized and on the same page. This way, we avoid multiple email requests and multiple conversations between staff, management, and our clients.”

Jessie Kay

Controller, Holt McNally & Associates, Inc.

Explore more features that create efficiencies


Reduce the number of steps to service clients quicker.

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Collect and manage a list of client documents in one secure location.

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Accelerate workflows & foster client relations with ShareFile templates.

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Connect ShareFile to your favorite apps to boost productivity.

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