Consolidate Tools and Transform Your Business with ShareFile Premium

Every business owner knows the challenge: you want to protect sensitive data, deliver a standout client experience and empower your team to work efficiently. So, you resort to buying a different tool to meet every need of your workflow—one for e-signing, one for maintaining client portals and one for secure sharing.

But before long, your tech stack is huge and hard to manage. And to top it off, your business still hasn’t significantly improved.

Relying on a different app for each workflow need usually backfires—leading to more complexity, higher costs and less efficiency.

The Problem with Using a Different App for Every Need

Time

Did you know it takes employees an average of 23 minutes and 15 seconds to regain focus after an interruption, like switching apps?

Multiply that by 36 SaaS apps—the average number an employee uses—and that equals a lot of lost productivity. This unnecessary and time-consuming process is the first pitfall of having an app for every workflow need.

Cost

The second pitfall is cost. Relying on too many apps quickly drives up your technology spend. And if budgets are tight, you’re forced to prioritize which capabilities to invest in—sometimes at the expense of collaboration, efficiency or even security.

Attack Surface

The third pitfall? Every additional tool you add increases your organization’s attack surface, making it harder to keep everything patched, monitored and secure.

But what if you could address security, efficiency and client experience—all in one place?

That’s the promise of a consolidated platform: a tool designed for the entire workflow, with security, automation and collaboration built in from the start.

Instead of cobbling together point solutions, you get a unified experience that’s easier for your team and more impressive for your clients.

In this blog, you’ll see how Progress ShareFile Premium brings together the features you need to finish workflows quicker. With a consolidated platform, you can:

• Enhance protections for sensitive data without compromising usability
• Streamline operations and accelerate your workflows
• Elevate client experiences—without adding more work for your staff

Let’s explore how this consolidated approach can transform your business goals.

1. Protect Sensitive Data Without Compromising Usability

You want to keep sensitive information secure, without slowing your team’s productivity. Take sharing files, for example: it’s a necessary task, but if it’s not handled carefully, it can introduce real security risks

ShareFile software offers smart, AI-powered share setting recommendations that guide users to the most secure choice. If personally identifiable information (PII) is detected, you’ll receive an instant prompt to use a more secure sharing method. No screen-switching needed—just select your security settings and generate your document link all within the same simple interface.

These intuitive security tools are built to fit seamlessly into your workflow, helping safeguard over 34,000 documents a week from human error with ShareFile software.

You also gain peace of mind knowing your workflows are designed for compliance, with built-in controls ready to satisfy regulations put forth by HIPAA and FINRA.

“I wanted a platform that could streamline client document processes and ensure the confidentiality of client data,” said Jinay Shah, owner of NinetyFiveCPA.

“Looking at various options, I found that ShareFile offered the perfect combination of security, ease of use and robust features tailored for the business.”

With built-in security features, you can help protect your business and your clients, all while keeping work moving smoothly.

2. Streamline Operations and Improve Efficiency

Imagine collecting all the client documents you need without the endless back and forth. With AI-powered document request lists, you spend less time chasing paperwork and more time moving projects forward. This smart workflow keeps everyone in sync, helping you gather documents up to 3.5x faster* so you can hit deadlines and keep clients happy.

Need answers from a document? Skip the hassle of manually digging through pages of details. Just ask a question and get instant insights with AI-powered Document Q&A.

Need a summary? AI condenses complex files into key points, allowing you to extract information 96% faster*.

ShareFile also delivers customizable project templates and workflow automation so you can spend more time on high-value work and less on unnecessary admin.

3. Elevate Client Experiences—Without Assigning More Work to Employees

Imagine every client interaction feeling effortless—for both your team and your clients. With the ShareFile centralized client portal, clients can upload documents, approve requests and track progress in one secure place, eliminating the need to track down emails or piece together updates.

You and your clients can view and e-sign documents directly within ShareFile software, so everything happens in one seamless workflow—no app switching, no lost paperwork.

This integrated approach not only saves time but also delivers a modern, polished client experience that sets your business apart.

Real businesses see the impact. Clinton Donnelly, Founder & CEO of CryptoTaxAudit, shares:

"ShareFile was already an ‘A’ product, but the integrated e-signature made it go up to a higher level. It increased our profitability and made it inseparable for us.”

By eliminating the need for a separate signature tool, CryptoTaxAudit saved over $30,000 annually—proof that a truly integrated approach delivers real value.

Your team could also respond to clients up to 32% faster*, thanks to streamlined workflows and robust client management tools.

But this isn’t just about speed—it’s about giving your clients the smooth service they expect, while freeing your team from chasing down paperwork.

Consolidate Tools Today for Long-Term Growth

When you choose a consolidated SaaS approach, you give yourself and your team the freedom to focus on what truly matters: growing your business, strengthening client relationships and delivering results with less friction.

ShareFile software stands out because it’s refreshingly easy for everyone to use—whether you’re an employee or a client.

“It is very user-friendly, and it is intuitive,” says Marsha J. Naegeli, CEO and Founder of NAEGELI Deposition & Trial. “That is one of the keys to success: simplicity. A lot of people miss that.”

No wrestling with complicated software—the ShareFile product integrates seamlessly into your workflow. That’s why consolidating with ShareFile makes every interaction smoother and every day more productive for you and your clients.

Ready to see how easy and impactful a consolidated platform can be? Try ShareFile Premium free for 30 days, or contact our sales team to learn more.

*Actual results may vary.