ShareFile

ShareFile

Progress Software
+
+

Related Products

  • Globalscape Enhanced File Transfer (EFT)
    85 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • Files.com
    295 Ratings
    Visit Website
  • GoAnywhere MFT
    560 Ratings
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Air
    801 Ratings
    Visit Website
  • Ansarada
    347 Ratings
    Visit Website
  • ONLYOFFICE Docs
    706 Ratings
    Visit Website
  • Filecamp
    171 Ratings
    Visit Website
  • MASV
    68 Ratings
    Visit Website

About

Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clients

About

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes

Audience

Financial advisors looking to increase engagement and collaborate with their clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.6 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.5 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Progress Software
Founded: 1981
United States
www.sharefile.com

Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Alternatives

Alternatives

Wealthbox

Wealthbox

Starburst Labs

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

Basecamp
Bigtincan
Bitium
BlueCamroo
Cloud FastPath
Device Magic
DoubleClue
Formstack
Indent
LinkSquares
Make
Nintex Process Platform
Podio
QuickBooks Online
QuickBooks Online Advanced
ShareFile Virtual Data Room
StructionSite
Symphony OCR
SyncBackPro
Teamstack

Integrations

Basecamp
Bigtincan
Bitium
BlueCamroo
Cloud FastPath
Device Magic
DoubleClue
Formstack
Indent
LinkSquares
Make
Nintex Process Platform
Podio
QuickBooks Online
QuickBooks Online Advanced
ShareFile Virtual Data Room
StructionSite
Symphony OCR
SyncBackPro
Teamstack
Claim ShareFile and update features and information
Claim ShareFile and update features and information
Claim SideDrawer and update features and information
Claim SideDrawer and update features and information