Sold by: Progress Software Corporation
Deployed on AWS
ShareFile helps organizations run client work end-to-end combining secure document and client facing workflows to move work faster, reduce risk, and deliver better client experiences while integrating with existing business workflows.
4.1
Overview
ShareFile is a client engagement layer designed to help organizations run client work faster, more securely, and on scale. In document-heavy businesses, critical processes - like onboarding, agreements, and compliance depend on the efficient movement of work across teams, clients, and systems. But when work crosses these boundaries, it becomes fragmented, slow, and difficult to control, increasing both risk and operational overhead.
ShareFile eliminates this complexity by bringing the entire client engagement workflow into a centralized place. Teams can manage the full lifecycle of work - from document collection and review to approval, signing, delivery and audit into one system.
Highlights
- Run End-to-End Client Workflows - Manage the entire lifecycle of client work from document collection and collaboration to approvals, e-signatures, delivery, and audit-based reporting in a client collaboration system.
- Automate and Scale Workflows with AI-Powered Intelligence in ShareFile. Turn manual, repetitive processes into scalable workflows with AI that keeps work moving - automating client intake, summarizing documents, surfacing insights, and guiding next steps without manual follow-up.
- Secure, Govern, and Deliver Client Work with Confidence - Protect sensitive data with built-in security, governance, and compliance ensuring each interaction is controlled, auditable, and trusted without adding complexity.
Details
Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
ShareFile Premium 200 Users Annual Subscription | Starting price for ShareFile Premium. Pricing may vary and is based on your specific requirements and eligibility. Request a private offer to receive a custom quote. | $62,400.00 |
Vendor refund policy
ShareFile does not offer refunds.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
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Delivery details
Software as a Service (SaaS)
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Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
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Customer reviews
Dieter M.
Reliable Document Tracking and E-Signatures, but Mobile Needs Work
Reviewed on Nov 08, 2026
Review provided by G2
What do you like best about the product?
I quite enjoy Progress ShareFile’s e-signature integration. I also find the document tracking and read receipts valuable because I can see when a client opens or downloads a file, and whether they’ve read and signed it. It cuts down on follow-up emails and saves me time.
What do you dislike about the product?
I find the mobile experience limited. Reviewing or approving documents on my phone is clunky compared to desktop, and only certain features are available in the mobile app. I wish it had the same power and features as the desktop version. The initial setup was moderately difficult: getting the client portal running took about three days, and configuring permissions across client types and staff roles took closer to two weeks.
What problems is the product solving and how is that benefiting you?
Progress ShareFile’s tracking and read receipts let me see exactly when clients view or download files, so my staff don’t waste time chasing confirmation or making follow-up calls during crunch periods.
Adrian M.
Easy to Use Across Mobile and Desktop
Reviewed on Nov 05, 2026
Review provided by G2
What do you like best about the product?
Ease of use through multiple devices. Both mobile and desktop functionality.
What do you dislike about the product?
Accessing sharefile on the Web could use some refinement.
What problems is the product solving and how is that benefiting you?
The largest problem it solves is the ability to share files on the go as well as add/remove access to files.
Abhijeet S.
Great for File Sharing and Management
Reviewed on Nov 05, 2026
Review provided by G2
What do you like best about the product?
It’s a good tool for sharing files, and it works well for managing them too.
What do you dislike about the product?
For small businesses, it really should be free to use, at least for the first few months. Also, it sometimes lags.
What problems is the product solving and how is that benefiting you?
It effectively manages file sharing within the team, and the mobile app is also very useful for sharing and downloading files.
Legal Services
Secure, Easy Large-File Sharing with Helpful Outlook Integration
Reviewed on Nov 03, 2026
Review provided by G2
What do you like best about the product?
What I like best about Progress ShareFile is how easy it makes it to securely send and receive large or sensitive files. It is particularly useful for exchanging documents that are too large to send through regular email, and the Outlook integration makes secure file sharing more convenient. I also like the ability to organize documents in secure folders and control access, which is especially valuable when working with confidential client materials.
What do you dislike about the product?
I have also found that syncing and general performance can occasionally be slower than I would like. While the platform is very useful for securely transferring sensitive or large files, the interface could be more streamlined and intuitive, and the pricing can be relatively expensive depending on the needs of the organization.
What problems is the product solving and how is that benefiting you?
Progress ShareFile solves the problem of securely sending, receiving, and organizing large or confidential files that can be difficult to exchange through regular email. I find it especially beneficial when working with large sets of documents because it provides a centralized location where files can be securely shared and collected from clients and other outside parties. This is especially helpful when we routinely need to collect large amounts of documents from clients, this helps streamline the process and keep everything organized.
Veronice S.
Secure, Branded Client Hub—But the Interface Feels Dated
Reviewed on Nov 02, 2026
Review provided by G2
What do you like best about the product?
I love that the client portal has our branding, and I like the request list with automated reminders. Setup was very easy: our IT lead configured and branded the account and connected it to our practice management software in less than a week. The onboarding team ran two training sessions and was responsive when we had a permissions question. The encrypted portal gave us a defensible answer, and our insurance carrier specifically approved it at renewal.
What do you dislike about the product?
I think the interface is a generation behind. The navigation is folder-heavy and dated, and less tech-savvy clients regularly call to ask where to click. I’d like a modern, wizard-style upload flow for clients, like “upload your W-2 here,” to help cut down on support calls.
What problems is the product solving and how is that benefiting you?
I use Progress ShareFile’s encrypted portal with a branded client login because clients had been emailing sensitive tax returns, W-2s, and financial statements unprotected. After a payroll file went to the wrong address, it gave us a defensible answer that our insurance carrier approved at renewal.