Secure User Authentication for Controlled Document Access 

Give employees and clients secure ways to sign in to the ShareFile platform, with admin controls for user authentication to help protect sensitive documents and workflows.

Make Secure Access Fit The Way
People Work

Sensitive, document-heavy work calls for control at every point of access. ShareFile software combines authentication controls for how employees and clients sign in with access controls for what they can see and do once they’re in.


Keep Work Secure With MFA and Two-Factor Authentication

Strengthen access to files and client work with controls that go beyond a password alone. ShareFile software helps reduce the risk of compromised credentials while keeping sign-in straightforward for authorized employees and clients.

  • Require MFA with an authenticator app, text or voice call
  • Apply MFA to employee users, client contacts or both
  • Set password complexity, history, expiration and lockout rules
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Simple Signing for Clients
Simple Signing for Clients

Use SSO for Employee Sign-in and OAuth for Apps

Connect ShareFile software to the authentication systems your organization already trusts. Employees can sign in through an existing identity provider, while apps and APIs can use OAuth tokens instead of storing ShareFile passwords.

  • Configure SSO with identity providers and SAML-based federation tools
  • Require eligible employee users to sign in through your identity provider
  • Maintain a ShareFile sign-in path for admins with SSO configuration permission
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Control Sessions and Device Access
After Sign-In

ShareFile software gives admins controls over session duration, connected app access and mobile-device behavior so access can expire, require reauthentication or be restricted as conditions change.

  • Set inactivity and reauthentication periods
  • Manually expire OAuth tokens when a connection or device should no longer have access
  • Control mobile access, with remote lockout or encrypted data removal for lost or stolen devices
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Simple Signing for Clients
Simple Signing for Clients

Give Clients Passwordless and Social Sign-In Options

Make it easier for clients to securely reach the work you share with them. Offer approved sign-in options that reduce password friction without giving up admin control over client authentication.

  • Enable Google or Microsoft social sign-in for client contacts
  • Let new clients choose an approved provider during account activation
  • Manage available sign-in methods at an account level

Basic Password Access vs ShareFile Authentication

Basic Password AccessShareFile Secure User Authentication
Relies on a single credentialAdds MFA or two-factor authentication beyond the password
Password standards may vary by userAdministrators can configure password requirements, history and expiration
Repeated attempts may continue uncheckedLockout policies limit failed sign-in attempts
Users maintain separate credentials for each serviceSAML SSO can connect employee access to an identity provider
Applications may request credentials repeatedlyOAuth tokens support app and API authentication without storing passwords
Lost devices can retain downloaded contentDevice security controls help restrict or remove mobile access with remote lock and remote wipe
Signing in establishes accessAuthentication verifies the user and permissions determine what they can see and do

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

Simplify engagement letters, tax season intake, organizer collection, KYC forms and recurring document workflows for advisory, tax and audit clients.

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Legal

Streamline new matter intake, retainer agreements, conflict checks and supporting document collection for law firms.

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Financial Services

Accelerate investment account setup, client authorizations, risk forms and compliance document collection for financial advisors and service teams.

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Healthcare

Collect patient forms, consent documents, insurance information and medical records in one secure, structured workflow.

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Construction

Coordinate project documentation, contracts, permits, change orders and approvals across clients, subcontractors and stakeholders. Keep files organized and accessible while managing who can view, upload or modify information.

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Security That Supports Client Confidence 

“We’re very diligent about transferring and maintaining client data securely, and ShareFile’s reputation lends a lot of credibility to the level of security we provide to our clients.”

Tim Knight Vice President of Opercons, INVO PEO Read Case Study

"It’s a single place to work. We can set up the structure so everyone can see what they need, and nobody can see what they shouldn’t.”

Craig Jeffery Managing Partner, Strategic Treasurer

FAQs

Keep Sensitive Work Accessible to the Right People

Give employees and clients a secure way to access the documents and workflows they need. The ShareFile platform combines MFA, SSO, OAuth, password policies, lockout settings and device security to help verify users, control access and keep sensitive work moving.