ShareFile
Secure file sharing, client collaboration, e-signature and automated workflows in one governed workspace
By Progress Software · HQ Burlington, Massachusetts, US · 4.0/5 Value-Position score (estimate)
Positioning guardrails
Best for
- Client-facing firms in accounting, legal, finance, insurance and healthcare that collect, share and sign sensitive documents.
- Teams replacing email chains, FTP and paper intake with a branded client portal and structured document request lists.
- Buyers who want e-signature, forms, tasks and reusable workflow templates inside the same tool as file storage.
- Organizations that need retention policies, activity reporting and audit trails for regulated document exchange.
- Deal teams running M&A, audits or litigation that need a virtual data room with watermarking and analytics.
Ideal size: 3–500 users people · Small to mid-market client-service firm; larger teams with compliance needs
Not for
- Engineering teams looking for a code repository or developer-first object storage.
- Companies shopping for a general-purpose project management, ITSM or HR suite.
- Teams with no client document exchange that only need cheap cloud storage.
- Buyers who require published SOC 2 / ISO 27001 attestations before purchase; no trust or compliance page was among the pages reviewed.
- Single-user or consumer file sync use.
Value metrics scorecard
Time-to-Value
1–2 weeks for core file sharing
~14 days to first production value
Total Cost of Ownership
$7,800/yr
Starts at $594 · Per user, per month, billed monthly or annually. Annual Advanced is $16.50/user/month; Premium $26/user/month.
Implementation Friction
2/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
3-user minimum on Advanced, Premium and Industry Advantage; 5-user minimum on Virtual Data Room.
Add-on costs
- Additional storage can be added with 3TB storage packs.
- AI Workflows are 'subject to usage limitations and applicable pricing, which may be modified from time to time.'
- On-premises or hybrid storage options are quoted by sales.
Company & support
Who is behind ShareFile, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Burlington, Massachusetts, US
How you get support
- PhoneNot listed
- EmailNot listed
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumPlan not stated
- Help centre / docsPlan not stated
- Dedicated account managerAll plans
- In person / on-siteNot listed
- Hours
- Not recorded
- Response time
- Not stated
The site footer links a Help Center and Community. Pricing lists 'Dedicated Support' with onboarding specialists from the Customer Care team on every plan. No support hours or SLA are published on the pages reviewed.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where ShareFile sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.
Companies on the chart 6 / 10
- ShareFile
- Foxit PDF Editor
- SmartVault
- Mural
- PracticePanther
- Toggl
Add or change companies
Up to 10 companies including ShareFile. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What ShareFile ships in AI, and what it asks of your ecosystem.
AI features shipped
AI ships in Premium and above: AI Document Assistant for summarization, key-detail extraction and document Q&A, plus AI workflows for bulk file renaming, document validation, request-list generation and secure-share recommendations. The home page also advertises AI-powered security monitoring and threat detection. AI workflows are subject to usage limitations and applicable pricing.
Your data & models
- Trains on your data
- Not recorded — ask the vendor
- Runs on
- Not recorded
- AI pricing
- Not recorded
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
ShareFile, part of the Progress Software portfolio, is a secure file sharing and client workflow platform used by 90,000 subscribers and 7M+ daily users. It combines client portals, document collection, e-signature, forms, tasks and automated workflows in one governed workspace, with encryption, MFA and audit trails for accounting, legal, finance, insurance and healthcare teams. Plans are self-serve from $16.50 per user per month (annual, three-user minimum).
Frequently asked questions
What does ShareFile cost?
List pricing is per user, per month with a three-user minimum: Advanced $16.50 and Premium $26 on annual billing, Industry Advantage (accounting templates) $41.66, and Virtual Data Room $69.30 with a five-user minimum. Monthly billing costs slightly more. Plans include 3TB of account storage (1GB per license on Virtual Data Room). AI workflows are subject to usage limitations and applicable pricing.
How long does it take to get up and running?
Core file sharing and the client portal are self-serve: you can buy or start a free trial online and invite users the same day, so most teams reach first value within one to two weeks. Broader rollout depends on how much workflow templating, directory/SSO setup and client migration you take on; ShareFile includes dedicated onboarding specialists on all plans to help with setup.
What integrations does ShareFile support?
The vendor lists Microsoft 365 (Outlook, Word, Excel, PowerPoint plus document co-editing), Google Workspace (Gmail and Drive), Salesforce for document generation and file export, Zapier for 4,000+ apps, QuickBooks, FreshBooks, Xero and Pipedrive export connectors, network share connectors and personal cloud connectors for SharePoint Online, OneDrive, Dropbox, Box and Google Drive. A developer API is included on all plans.
Is ShareFile suitable for regulated industries?
Healthcare, finance, legal and accounting are named target industries, and the product ships encryption, MFA, access controls, threat detection, dynamic watermarking, retention and activity reporting. HIPAA eligibility starts at Premium and SEC/FINRA eligibility at Premium and above, both requiring a signed agreement with the vendor. No SOC 2, ISO 27001 or FedRAMP claim appeared on the pages reviewed, so buyers in those programs should request attestations directly.
Does ShareFile use my data to train AI models?
The vendor pages reviewed do not state whether customer content is used to train or improve AI models, so this is unresolved here. Buyers with strict data-use requirements should get written confirmation from the vendor and review the contract and AI terms before enabling the AI Document Assistant and AI workflow features.
Can we change plans or billing later?
Per the vendor FAQ, you choose monthly or annual at sign-up and the cycle stays fixed for the term. You can upgrade from monthly to annual or multi-year at any time for cost savings, but downgrading from annual or multi-year back to monthly is not currently supported.