What's new in ShareFile: June 2025

Summer is heating up—and so is innovation at ShareFile. While the days get longer and brighter, we’ve been hard at work rolling out fresh updates designed to boost your productivity and keep your workflows running smoothly.

Whether you’ve been out enjoying the sunshine or just powering through a busy season, we’ve got you covered. Here’s a quick recap of the latest ShareFile enhancements from the past three months—perfect for catching up and staying ahead this summer.

Designed for efficiency

Feature:Bulk engagement creation in the income tax return solution

What it does: The upgraded income tax return solution now includes an enhanced client onboarding workflow that allow firms create multiple engagements in bulk to accelerate onboarding, making it easy to initiate service for numerous clients at once.

Benefits:

• Faster onboarding: Quickly create multiple client engagements at once to save time during busy seasons.
• Scalable efficiency: Streamline repetitive workflows to support high-volume onboarding with minimal effort.

Feature:AI-powered document Q&A

What it does: Users can instantly analyze large documents, extracting key insights with a single click or query. Document Q&A extracts insights from a document and delivers precise answers to specific questions, helping users quickly find the information they need.

Benefits:

• Increased efficiency: No more information overload - users can get key points or answers instantly from unstructured data without manual analysis.
• Enhanced decision making: Enables quick and informed decision making and ensures no critical information is missed. Extract critical information from documents up to 96% faster!

Feature:Enhanced signer experience

What it does: The new signer experience makes it easier for users to review and sign documents in ShareFile. With a streamlined interface, clearer instructions and improved accessibility, signers can complete and submit documents more quickly and with less confusion.

Benefits:

• Improved usability: A more intuitive and responsive design guides signers through the process, reducing errors and missed fields.
• Faster document completion: Fewer steps and better guidance lead to shorter turnaround times and reduced signer drop-off.
• Greater accessibility: Enhancements support a wider range of signer needs and device types, enabling smoother collaboration between customers and their clients.

Built secure and compliant

Feature:Shareable links for information requests

What it does: Users can now generate temporary, shareable links for information requests, making it easy to distribute and access them securely.

Benefits:

• Faster data collection: Instantly share forms through a simple, shareable link for quick responses.
• Secure, temporary links: Set expiration times to generate unique, time-limited links that can be shared with multiple clients to collect information securely.
• Enhanced collaboration: Share information requests with your ShareFile client base—no need to assign each client to a specific project.

Just what you need

Feature:Phone number and currency fields in information requests

What it does: Users can now request additional information—such as contact details, phone numbers, or currency preferences—from clients and stakeholders through information request forms.

Benefits:

• Collect business-critical data: Customize forms to gather key details—such as transaction or currency information—from clients before starting a project.
• Capture client information: Use customizable forms to collect and organize essential client details, including phone numbers and contact information, in one place.

Feature:Client Hub (Beta)

What it does: The client hub provides a centralized view of client information, files, folders and projects— streamlining client management and simplifying day-to-day work. Whether managing a single client or an entire organization, firms gain quick access to the details they need to move work forward. The client hub is currently available in an opt-in beta period for Premium plans and above. Enable this feature on your account.

Benefits:

• Instantly access client files and documents: Save time with a centralized hub for all key materials.
• Stay organized with linked client work: Keep forms, files and agreements neatly connected for smoother workflows.
• Streamline recurring services: Easily reference past client work to simplify repeat services.

Feature:Comment capability in data tables

What it does: Users can comment on each record in a data table—such as internal tasks or client deliverables within a project workspace—and collaborate in real time to address project-specific concerns, share updates and report on daily tasks.

Benefits:

• Real time collaboration: Converse with your team members and clients on a real time basis by sharing files, hyperlinks or commenting on a record level in tables.
• Centralize communication: Collaborate amongst your team members and clients to discuss project timelines, status on project deliverables and any blockers without having the need to set up any meetings!

Feature:Storage zone support for projects

What it does: Users can now choose from their different storage zones when creating projects in ShareFile, giving greater flexibility and control over where data is stored.

Benefits:

• Improved compliance posture: Comply with regional data sovereignty laws and streamline meeting legal and policy requirements.
• Greater control over data residency: Choose where project data is stored based on internal policies, client needs, or geographic performance – essential for finance, healthcare and legal teams navigating dynamic regulatory environments.

Learn more in our What’s New with ShareFile webinar on Jun. 26

Join us for our What’s New in ShareFile webinar on Thursday, June 26, at 12 p.m. EST, where you’ll get all the details of our latest innovations and enhancements, and we’ll answer your questions. Register here!