Document Request Lists That Keep Work Moving
ShareFile software takes the back-and-forth out of document collection, keeping requests clear, files organized and client work on track.
Move Client Documents from Request to Approval
Missing files, incomplete submissions, buried requests and manual status checks quietly drain time from client engagements. Progress® ShareFile® software connects every step—from requesting and assigning documents to tracking, reviewing and approving—giving teams full visibility and clients one clear place to coordinate.
Standardize Document Collection
Create clear, repeatable request lists that show clients exactly what to submit, when it’s due and where to upload it—without the email back-and-forth.
- Generate ready-to-send request lists with AI
- Reuse templates across clients and recurring work
- Import or build lists from scratch, then sort by due date, status, assignee or item number
Let AI Keep Document Collection on Track
Keep every request moving with intelligent tools that reduce follow-up, catch issues early and organize files with less manual effort.
- Validate submissions as they arrive to flag missing, incomplete or incorrect information
- Trigger reminders and set alerts for outstanding requests, approaching deadlines and new submissions
- Suggest clear file names based on document content for faster, more consistent organization
Make Every Client Request Easy to Complete
Give clients one simple, branded experience to understand what’s needed, submit documents and stay on track—across onboarding, audits and recurring work.
- Organize requests, instructions, deadlines and uploads together in one secure portal
- Allow clients to complete auto-saving forms at their own pace
- Enable secure uploads from any browser or mobile device
- Keep questions and comments tied to each request for clearer context
Take Every Request from Upload to Completion
Document collection doesn’t stop at upload. Review submissions, request updates, approve files, collect signatures and track progress in one connected workflow.
- Collect legally-binding e-signatures without switching tools
- Approve files, flag incomplete submissions and track completion in real time
- Search projects, request lists and forms to find what you need fast
Built for High-Stakes Client Work Across Industries
Whether you're managing financial documents, legal matters, construction projects or client engagements, ShareFile software helps teams securely collect information, coordinate approvals and keep work moving through connected client workflows.
Accounting
Collect tax documents, financial statements, and supporting records through secure document requests. Automate client follow-ups, track submissions, and gather signatures without relying on email or manual reminders.
Learn MoreLegal
Exchange sensitive documents through secure client portals with permission-based access controls. Manage case files, collect signatures, and maintain complete audit trails across every client interaction.
Learn MoreHealthcare
Securely collect patient forms, referrals, and supporting documentation while coordinating care across providers, staff, and patients. Protect sensitive health information with controlled access, audit trails, with compliance-supported document workflows.
Learn MoreFinancial Services
Streamline onboarding, account servicing, and compliance workflows with secure document collection, approvals, and governed file sharing. Maintain visibility into client activity while protecting confidential information.
Learn MoreConstruction
Coordinate project documentation, contracts, permits, change orders, and approvals across clients, subcontractors, and stakeholders. Keep files organized and accessible while maintaining control over who can view, upload, or modify information.
Learn MoreFits Into Your Existing Workflow
ShareFile connects with the tools your team already uses — so document collection software adoption is fast and workflow disruption is minimal.
Microsoft 365
Integrate ShareFile software with Microsoft 365 apps like outlook, OneDrive and more to create effortless document collaboration.
Google Worksplace
Integrate with Google Drive and Gmail for simple, secure link sharing.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
Salesforce
Integrated lead management to automate onboarding with ShareFile software.
Zapier
Zapier effortlessly integrates ShareFile software with over 4,000 applications.
20+ Years as a
Trusted Leader
in Collaboration
Simplifying the view and the number of emails to them is a huge relationship builder.
Nayo Carter-Gray Owner, 1st Step Accounting LLC
I am able to monitor what is going on… and just see what is still out there to get done.
Timothy McKee Founder, Timothy P McKee CPA
The notifications have helped us improve our response times significantly… leading to less time managing low-valued admin work.
Tim Knight Vice President of Opercons, INVO PEO
With ShareFile, we have seen a significant increase in client satisfaction, which adds to the value we provide our clients.
Chris Morrow Chief Information Officer, Warren Averett
FAQs
How does ShareFile software help collect documents from clients?
ShareFile software helps teams collect documents from clients with reusable document request lists, secure uploads, due dates, reminders and real-time tracking. Clients get one clear place to see what is needed and submit files, while teams can monitor outstanding items, review submissions and keep every request moving.
Stop Waiting on Documents and Start Moving Work Forward
Whether you’re collecting one document or managing hundreds of document requests, ShareFile software gives you the tools to do it securely, with compliant support and without leaving your workflow. Prepare, send, sign and store, all in one place.