ShareFile

ShareFile

Progress Software
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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

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

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

Accounting, Tax, Bookkeeping, Business, SME

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

$20.00/month/user
https://www.smartvault.com/pricing/
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 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.3 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • It is the security of all our data in a much more immediate way, that it is based on the cloud gives us confidence and the necessary storage to upload all our documents. It is a totally confidential and personalized system; we can create our own useful and unique workspace that allows us to customize in detail adjusting the options to our work requirements. Having access from any device has opened the doors and a million possibilities for each member of the work team to access the application and exchange or receive files properly, without any type of limitation or sending capacity. It allows us to classify the documents to maintain order and organization in all our work, separating by areas, making it much more comfortable for us to search through filters or mobilize the documents. It allows us to store data, everything we want to keep safe Citrix will do it through encryption, we know that it is 100% committed to security and that absolutely everything will be in the cloud under coverage, so if we need to store something immediately, we send it to Citrix and its protection will be assured. In Citrix ShareFile we store the entire database of our clients, we can transfer each data, organize and categorize and thanks to the security that it provides us, I know that the data of each of our clients will always be safe.
  • For our organization, Sharefile has been of complete benefit because it is perfect for making important and confidential contracts relying completely on the anti-hacking security it offers. Similarly, it has partnerships and integration with Office formats that makes it easy to synchronize and store files in the cloud to share with any employee who has access to the account.
  • Simple to manage. Simple for end my users to use. Simple for my users to use with their clients. Can layer security as deep as you want.
  • It has a good integration alliance with Office and allows us to work collaboratively with all the files we have synchronized without exception. Likewise, it is useful for sharing elements to manage confidential contracts with the security that the platform provides and avoids hacking or information leaks.
  • With Sharefile all our information stored in the cloud can be easily accessible, and we can create, in addition to our own folders for purely personal use, a file box for files that we do not need at the moment, but in the long term, and a trash, with files that eventually will be deleted.

Cons

  • I find the integration with other important platforms of which I would like to guarantee the storage of data that I contain there but I have not been able to due to its lack of integration solidity. We had billing automatically and when we wanted to make some adjustments at the time it was difficult for us to do this and we had to contact support to solve it, being able to configure it on our own would be much better and more efficient. Managing the permissions is not that comfortable either, many times we need to adapt the permissions so that several colleagues are also administrators, and it is cumbersome to add them one by one as we want. It has not been an error or nothing else has happened to us, but we receive constant notifications that the system is being updated and we do not know why, why it is so constant or if it is an error. We do believe it is important that the interface be expanded with new and better tools that give us a much broader and more solid user experience when it comes to sharing, editing, and organizing files. Sometimes we find that it does not synchronize in real time, which interferes with our work, we must update many times until new data or documents appear. I think there are a couple of important points that I truly believe that if they are improved, it can make Citrix a perfectly safe and comfortable place to store each of our important data.
  • With the daily use of the application we have observed that when you have an estimated 20GB of storage usage, the platform becomes very slow and it is difficult to process certain functions. Similarly, when transferring files that exceed a weight of 1G Sharefile has an unexpected shutdown and very rarely deletes files that were previously synced.
  • There are no cons that I have come across thus far.
  • Although its specifications clarify that it has a capacity to share large files up to 100GB, we have found that the platform becomes slow and transfers are mostly cancelled. Also, we have had problems with synchronization and deletion of less heavy files without recovery option.
  • Sharefile has its own inbox for messages, but this cannot be connected to our main mailing service, so with Sharefile we cannot manage our Outlook or Gmail mailing lists automatically, forcing us to opt for purely manual management of our content.

Pros & Cons from Real Users

Pros

  • Secure database, short upload times, good search features to find past uploaded documents, easy to use once certain functions are enabled, download notifications to see who has received the items requested/uploaded.
  • From file storage to file sharing SmartVault provides a secured and seamless platform for business. I liked its collaboration features. It's easy to transfer files around anywhere. The interface is also easy to understand.
  • It provides cloud storage of documents so we can access them from anywhere. It saves the file in encrypted for for absolute security. Features like eSign, version control and scan integration helps a lot.
  • The product is good, not too complicated, and not expensive especially compared to some of the bigger names.
  • It's an easy product to learn. And even easier to walk a client through how to set up their access. All I have to do is send and email, then the client takes a few steps to set up their log in information, and with a few clicks they are ready to send and receive sensitive information through a secure portal!

Cons

  • Difficult to navigate between folders in an account from an non-administrative end, upload process can be confusing when trying to upload to specific folders, pinning folders to Home Screen is not intuitive and using pinned folders is confusing because the "Add" button does not mean upload but means add another pinned folder.
  • There's no downside I experienced on this platform.
  • The app user interface is very simple which makes it easy to use and understand. The app has no cons.
  • I wish there was an app for clients to use on their phone.
  • Nothing that I dislike enough to mention. Sometimes the search bar takes a few seconds to catch up, but that could also be my computer with several other large programs running.

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

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

Alternatives

ShareFile

ShareFile

Progress Software

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

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

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Microsoft Outlook
QuickBooks Online
Salesforce
Xero
Axonius
Basecamp
BlueCamroo
Clarity Security
Data Identification Manager™
Drake Tax
Emburse Nexonia
Intuit ProSeries Tax
Method:CRM
Movebot
Nintex Process Platform
QuickBooks Online Advanced
SKYLINE
ShareFile Virtual Data Room
StructionSite
Symphony OCR

Integrations

Microsoft Outlook
QuickBooks Online
Salesforce
Xero
Axonius
Basecamp
BlueCamroo
Clarity Security
Data Identification Manager™
Drake Tax
Emburse Nexonia
Intuit ProSeries Tax
Method:CRM
Movebot
Nintex Process Platform
QuickBooks Online Advanced
SKYLINE
ShareFile Virtual Data Room
StructionSite
Symphony OCR
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