ShareFile® for small business

Hit the ground running with a ready-to-use solution that improves client experiences and supports your future growth.

Welcome to customized client experiences

Every first impression counts when you’re a small business. Exceed expectations with workflow automation, pre-built templates, and robust security.

Elevate every client touchpoint

Our solution offers your clients a dedicated place to view, upload, and comment — eliminating common communication speedbumps along the way.

Security made easy

Advanced security features work in the background to protect you from breaches and keep you in operation.

Get started in a few clicks

Start using ShareFile in a day — no complex training or IT support needed.

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

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Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

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Simplify agreement signing and enhance client experience with QuickBooks integration.

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Integrated lead management to automate onboarding with ShareFile.

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Zapier effortlessly integrates ShareFile with over 4,000 applications.

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Seamless document exchanges for employees

Collaborate on document-related workflows from just about anywhere, across devices, without sacrificing security.

Added security layers for business owners

Empower your people to drive productivity, profits, and memorable client experiences.

Easy interactions for clients

Give your clients one place to view, share, or comment knowing their information is protected.

"The security features are great and the ability to personalize with my firm logo and save templates is a huge time saver. I could not run my firm efficiently without it."

Gabriel Krozkin

CEO, Gabriel Krozkin, CPA Professional Organization

“We decided, if we are the best in the business, we better work with the best, most secure company available.”

Marsha J. Naegeli

CEO and Founder, NAEGELI Deposition & Trial

Save time, work faster, and delight your clients.

Create your account and start using ShareFile today.