Hubdoc vs. Progress ShareFile

When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.

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When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• Extracts data from documents both from a feed and a scan really quick.
• Availability of automated feeds directly from the supplier.
• Integration with accounting software e.g. Xero (now owned by them) and QBO.
• Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.

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• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

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• Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
• Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
• you have to upload each document separately. The program cannot differentiate/split PDFs.

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• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

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Invited by TrustRadius (TR) on Vendor's Behalf

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It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

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I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.

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ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

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The software has never been down when I needed to use it.

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Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

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At the time we implemented Hubdoc (more than 2 years ago) it was quite cutting edge and did have strong advances from the competition plus its pricing was definitely more competitive (flat rate vs price per data extraction model). However, currently the competition has caught up and now many of Hubdoc's core features are being built into online accounting software natively.

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Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

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Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.

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ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

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I am a one person office. I have no idea how this software would scale to a larger office.

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• We are processing much faster than expected
• Clients are getting receipts in faster and allowing us not to stalk them to process their banking
• It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc

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Independently Invited by TrustRadius

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• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info