Progress ShareFile

Score8.2 out of 10

269 Reviews and Ratings

What is Progress ShareFile?

ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.

Categories & Use Cases

Media

Screenshot of ShareFile's Outlook Plugin

Screenshot of ShareFile's link sharing options

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Screenshot of the ShareFile dashboard

Device sync
Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.
Category average: 8.3
User and role management
Administrators can manage users and user groups by role, in terms of setting permissions for things like file access, sharing, and editing permissions.
Category average: 8.7
File organization
The ability to choose where files will be stored, and manage individual users' storage; includes control over file organization structure.
Category average: 8.6

Versioning
Users can access the most up-to-date version of a document, track changes, and revert to older versions if needed.
Category average: 8.5
Video files
Supports video file types
Category average: 8
Audio files
Supports audio file types, such as .mp3, .mp4, and .wav
Category average: 8.3

#1 most frequent

Professional, Scientific, and Technical Services

32.2%

433 installations of 1,345

#2 most frequent

Finance and Insurance

17.5%

236 installations of 1,345

#3 most frequent

Manufacturing

8.3%

112 installations of 1,345

Craig Jeffery View profile

Managing Partner in Finance and Accounting at Strategic Treasurer (11-50 employees employees)

Use Cases and Deployment Scope

Managing documents with external clients and partners has to be efficient and secure. We use ShareFile for secure storage, sharing, document searching, and for digital signing. We use ShareFile because it helps us be efficient and secure and the product keeps developing in ways that increase its value to us over time.

Pros

Digitally signing agreements. Easy process to manage for both storing and signing of contracts and agreements
Secure file sharing with partners and customers. Rights are granular an it allows us the ability to practice the principle of least privilege efficiently.
Search and summarization of stored documents. Search has always been excellent to help me locate documents in various locations. The ability to summarize a document or documents within the tool using AI in a secure manner saves time every day.

Cons

We look forward to seeing ongoing development of AI tools within ShareFile to help organize and understand documents.
ShareFile should add more dashboarding or cockpit functionality for managers showing on one pane: 1) statistics 2) user activity 3) anomalous or questionable activity 4) document signing status...and then being able to click into more details.

Usability

Return on Investment

Efficiency. Faster coordination with our clients saves time and allows us to move through projects more quickly. Allowing us to bill more quickly and manage our margins.
Control. Since control is essential we can either do it the hard and manual way which creates all kinds of inefficiency issues. Or, we can use ShareFile with excellent control (tracking, permissioning, principle of least privilege, users groups) delivered in a way that is efficient.
Compliance. We need to protect our customer's information and prove we are compliant. ShareFile helps us do both. An essential element.

Alternatives Considered

Podio

Other Software Used

Smartsheet

George Fuller View profile

Managing Member in Finance and Accounting at A3 Accounting Services LLC (1-10 employees employees)

Use Cases and Deployment Scope

It addresses the need for a secure data repository. It allows me to request and send documents securely, as well as electronically sign documents and send them for signature. I use it for all my secure data storage needs and greatly appreciate it. I recommend it to other CPAs and professionals who need a secure way to store sensitive client data.

Pros

Stores documents for my clients securely.
Allows me to stay organized with folders and subfolders for each client.
With the 365 subscription, I can create documents, spreadsheets and PowerPoint presentations within ShareFile.
Allows me to send and request files from within ShareFile.

Cons

I'd like to better know how to use templates.
I would like to have some pre-created templates for clients.
I want more space within my subscription in case I ever run low on it.
I want to be able to send templates to many clients at once, rather than one at a time.

Usability

Return on Investment

ShareFile keeps everything secure. Clients appreciate the fact that I can give them a link to a folder, rather than uploading a number of attachments into an email.
It shows that I care about data security.
Clients appreciate that I am storing their paperwork in a secure location. I appreciate the lack of need for filing cabinets, and the fact I can access data on any device.

Alternatives Considered

Dropbox

Other Software Used

OLT OnLine Taxes, QuickBooks Online

Matthew Gaylor

Managing Member in Professional Services at Gaylor Tax Service LLC (1-10 employees employees)

Use Cases and Deployment Scope

Progress ShareFile allows for transfer of data between our company and our clients in a secure manner. The system provides a portal and secure email transfer of documents. Our business does not accept documents via unencrypted email or attachments to emails and this facilitates that process.

Pros

Secure file storage & transfer
Integregation with signature software
Large file sharing via Outlook add-in app

Cons

Allowing notes posted in the web version to be seen in the desktop app
Permissions to be changed by admin that are not owners of the folder
Allow file conversion to PDF when uploaded
Suggest renaming file for ease of identification

Usability

Return on Investment

The ability to have remote access to date via cloud storage
Secure, cloud storage access
Collaborative work space - sharing of documents.

Chris Marreel View profile

Technical Expert in Information Technology at SAVACO (51-200 employees employees)

Use Cases and Deployment Scope

Progress ShareFile is mainly used to create anonymous download-links to files we put onto our Progress ShareFile account. But you can also create anonymous download-links with e-mail notification so you get a message 'who' has done the download.
With the Progress ShareFile "connector" (I hope I use the right terminology) we have also access to a local (on-prem) fileserver. There is also a Progress ShareFile -connector, but not used this until now....

Pros

easy and intuitive user interface
always available (I have at least that experience)
good support and follow-up

Usability

Return on Investment

ROI is extreemly hard to calculate (in my situation)

Alternatives Considered

OneDrive

Verified User

Manager in Finance and Accounting (11-50 employees employees)

Use Cases and Deployment Scope

We use Progress ShareFile in our organization to send documents to and receive documents from investors in our company. We would be forced to use a lot of paper sending various documents out throughout the year if we did not have Progress ShareFile, which would be wasting a lot of time and money. We also appreciate that our users can access the documents on an ongoing basis rather than only once when it is sent.

Pros

The user interface is very easy to navigate and understand. We appreciate this from our end as we set up a large number of users, but it is also helpful for those outside our company who do not use it very often. Once they log back in to retrieve a file they need, the navigation is like riding a bike.
The cost of Progress ShareFile is very affordable considering its impressive volume of uses and customization abilities.
Our external users do not access Progress ShareFile very frequently, so the biggest issue we encounter is them forgetting their email or password. It is great that we can go into their profile and reset their password ourselves and help them through every step of the process to regaining access. The process is seamless.
We appreciate that Progress ShareFile can be added to your company's network for easy access as well.

Return on Investment

We used to waste hours sending out emails to a large number of clients and now all of that time is saved by uploading documents to Progress ShareFile.
We now have no concerns about securely transferring documents to the intended parties. This used to be a source of stress that has now been eliminated.
We also save a large amount of time being able to access Progress ShareFile from our company network. We do not need to login to the website each time we need to access a document, but instead can quickly and securely access what we need in the same place we would our own internal documents.

Other Software Used

ClickUp, QuickBooks Online, Restaurant365, Delaget, Zoom Phone, Paylocity, Ramp, Xenia

Dropbox

Box

DocuSign

Progress ShareFile

What is Progress ShareFile?

Categories & Use Cases

Media

Key Features

Top Performing Features

Device sync

User and role management

File organization

Areas for Improvement

Versioning

Video files

Audio files

Most Frequent Users

Professional, Scientific, and Technical Services

Finance and Insurance

Manufacturing

Reviews

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