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Transaction Management Software Built for Your Business

No one can manage a business from the office anymore. Real estate agents work out of their cars. Accountants work at home. Construction companies are out on the site. Transaction management software is mobile. Like e-Signature, encrypted email and the ability to share huge, confidential files — from anywhere on any device. And that's why businesses choose Citrix ShareFile.

Industry-Specific Transaction Management Software

Transaction management applications are really just a way to conduct your business digitally. All the parties involved can be in different locations, but the entire business process, including documents, signatures and approvals, is completed online.

At ShareFile, our customers manage thousands of transactions without a printer or fax machine in sight. On our cloud-based platform, we cover every aspect of the business transaction process:

  • Secure storage — We have multiple SSAE 16 audited data centers around the world and use AES 256-bit encryption with SSL/TLS protocols. Remotely wipe lost or stolen devices.
  • Workflow — Check files in and out to capture comments or revisions. Route through multiple levels for secure document review and approval
  • Permissions — 25 customized security setting for sharing files or folders
  • Email encryption — Download our apps for Outlook and Gmail and your email is immediately secured — without any changes for users.
  • Share huge files — No more fighting with email attachments. Just set permission and send the link.
  • e-Signature — Our RightSignature software is approved by the IRS. Get deals closed and approvals done.

Industry-Specific Requirements

Different business sectors have unique needs in processing transactions. That's why we offer customized industry solutions — for real estate, manufacturing, engineering, and construction to name a few. 

But one thing they have in common is the need to share very large files. ShareFile seamlessly manages the largest documents from initial review to the final closing signatures. Plus, your account automatically syncs to designated devices. Start the transaction on your laptop and finish it off on your smart phone.

Compliance is built into your ShareFile account, so PII and PHI are protected. Share healthcare records with insurance companies, legal depositions and contracts or accounting statements and tax returns. The data is protected and the cumbersome process of flash drives or paper copies is all but eliminated.

Virtual Data Rooms

A unique feature we offer is a secure data room for conducting need-to-know business projects. Perfect for working out a merger and acquisition, a complex legal case, preparing an IPO or conducting clinical trials.

The security is granular. Documents can be uploaded in bulk, indexed and searchable. Audit trails and click logs are standard. Control every interaction with every document — no one views, edits, shares or prints without permission.

Support 24/7

You have questions — we have real people on the phone. Our support teams are based in the U.S, no offshore call centers. We believe how we treat our customers shouldn't change once the sale is closed.

Transaction management software is about business process. It's not a single application, but the ability to complete a series of steps to conclude a transaction.

Sign up for a free, 30-day trial at ShareFile. Find out for yourself how we can help your business grow.

Ready to try ShareFile? It's free for 30 days. No credit card required.

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