Do Your Best Work with ShareFile
Unified document workflows that make work flow.
Harness the power of AI, e-signing, and automation to make your document workflows seamless— so you can focus on what matters most.
Simplify Your Work
Do your best work with a secure, user-friendly tool that enhances collaboration, boosts efficiency, and reduce cybersecurity risks. Discover features designed to meet the needs of your teams and clients.
Create Exceptional Client Experiences
- Automate agreements and client onboarding for an easy client experience
- Simplify client interaction with a secure client portal
- Easily manage client document requests
- Make signing fast and easy with built-in e-signature
- Request information painlessly with digital questionnaires
Solve Collaboration Headaches and Simplify Workflows
- Templatize your common files, forms, and requests for accelerated use
- Generate agreements faster with autofill that increases accuracy
- Save time with integrated AI-powered workflows that generate, summarize, and protect your files
- Keep work flowing with tasks and automated reminders that streamlines the client chase
- Boost productivity with a centralized place to build, edit, share, and store documents
Mitigate Threats with User-friendly Security
- Securely share files with external users across devices and locations
- Control document access and easily track activity
- Email files securely in Outlook and Gmail for seamless work
- Surface security threats proactively and remediate automatically
- Support your diverse compliance needs with GDPR, SOC2, HIPAA, FINRA, and more
Industries
Accounting
Handle more with less. Onboard new clients in the blink of an eye, and keep things moving with a dedicated client portal, pain-free permissions, and built-in e-signatures with KBA.
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Legal
Unify document workflows in client matters to reduce security risks, maximize efficiency, and deliver exceptional client service to help you focus on what you do best — practice law.
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Financial
ShareFile's world-class security makes it effortless to safeguard sensitive information and support the highest standards of compliance.
Learn moreCut up to 4.25 Hours off Each Client's Tax Return Prep*
*This calculation is an estimate only based on internal research using current prices and is subject to change. ShareFile is not responsible for the content, results, or accuracy of the estimate information and actual results will vary.
A Trusted Leader in Secure Document Workflow Solutions
What Our Customer Say
When we're looking at tools to get that ROl and to ensure that our client data is secure, we have to think about, how is this tool going to save my business money in the long run? That is one of the reasons why we've stuck with ShareFile all these years.
Nayo Carter-Gray 1st Step Accounting Learn more
Through the simplicity of ShareFile, I get 1% of the emails that l used to get in correspondence. When it was done, the communication was airtight, and therefore the deliverable was airtight and perfect.
Michael Wentzel Trademark Threads Learn more
The best part about ShareFile is the fact that it's very user-friendly and the process is very simple. It's a couple of clicks for our clients and they have access to the things that they need.
Michael Bopp KWC Certified Public Accountants
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Discover your complete solution for modern and secure document workflows.