Skip to main content
TrustRadius
ShareFile

ShareFile

Overview

What is ShareFile?

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

Read more
Recent Reviews

Security & Reliability

8 out of 10
August 25, 2023
As part of the organization that heavily uses data from a research facility, we have a huge need for a system that securely sends …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 13 features
  • Access control (61)
    10.0
    100%
  • Reliability (62)
    9.5
    95%
  • Performance (61)
    9.0
    90%
  • File search (61)
    9.0
    90%

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing

Standard

$10

Cloud
per user, per month, minimum of 3 users

Advanced

$16

Cloud
per user, per month, minimum of 3 users

Premium

$25

Cloud
per user, per month, minimum of 3 users

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.sharefile.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $10 per month per user, per month, minimum of 3 users
Return to navigation

Product Demos

Getting Started with ShareFile

YouTube
Return to navigation

Features

File Sharing & Management

Features that allow collaborators to view, work on, and organize files.

8.9
Avg 8.4

Cloud Storage Security & Administration

Features related to security and administration for cloud storage platforms

9.1
Avg 8.6

Cloud Storage Platform

Features around the functionality of the cloud storage platform.

8.6
Avg 8.5
Return to navigation

Product Details

What is ShareFile?

A solution to securely send, store, and share files. It also offers document workflows designed to improve the client experience.

ShareFile Screenshots

Screenshot of ShareFile dashboardScreenshot of ShareFile Outlook PluginScreenshot of ProjectsScreenshot of Link sharing optionsScreenshot of ShareFile e-signature

ShareFile Integrations

ShareFile Competitors

ShareFile Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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

ShareFile starts at $10.

Box, Dropbox, and DocuSign are common alternatives for ShareFile.

Reviewers rate Access control and File organization highest, with a score of 10.

The most common users of ShareFile are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(232)

Attribute Ratings

Reviews

(26-50 of 88)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile as global warehousing and share for internal files regarding active company projects and archival information that may be needed at a later time. Being that it can be accessed from anywhere, and we have staff in three states it is a quick and easy solution for sharing files and projects across all of our teams.
  • Seamless sharing of files.
  • Ease of access.
  • Easy to maintain and setup user-level access.
  • The interface and functionality on both apps and the drive mapper could use improvements, occasional disconnected or oddities with all three. Nothing that is a deal-breaker for us, however.
For our company with our remote workers and sales staff constantly on the go away from the office, it's a perfect, easy, and secure way to easily get signed contracts or quotes back to HQ for ordering. We are lucky that we are in an area where quality high-speed connections are available. If we were on a lower speed connection or had poorer connections available traditional methods would be far more suited.
Christopher Frometa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Citrix Right Signature is the platform we use to develop the templates to have potential clients sign contracts. It is very easy to use software where I input the pdf and add an overlay letting the client as well as our VP of Sales where they should be signing. It is super simple to use for every party. It allows us to save time in waiting for them to sign documents and then forward them via email or fax. This tool is used in our Billing department as well as sales.
  • Easy to use platform.
  • Great features.
  • I wish it kept me logged in all day long.
I am sure there is similar software out there that offers this similar service but I will say that it takes me about 2-3 minutes to create a service agreement and forward it to the client. All over the phone, I can walk them through the signing process to get it back and continue to the next portion of the sales cycle.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it kind of like Dropbox, as a place to securely store clients' tax files and tax returns. I love that I can easily invite clients to set up an account and grant them access to just their specific folder. It is wonderful that it is both cloud-based and desktop-based, like Dropbox and they auto-sync generally pretty seamlessly. This works great for being able to password protect sensitive documents, UNLIKE Dropbox.
  • Secure storage
  • Ease of use for clients
  • Plenty of storage space
  • Unlimited client users
  • Email templates
  • The "Note" feature in the cloud-based version does not show up in the desktop version
  • Expensive for more than one firm-level user
This has been the perfect, affordable solution for my one-person business. However, if I had additional employees, I don't know that this is the tool that I would use. It gets very expensive to have multiple firm-level users. My clients have generally been able to use it without trouble, which is a huge plus. It seems to be widely accepted by the accounting community, so I feel that it is trustworthy from a sensitive data standpoint.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
RightSignature was used in my organization to communicate and obtain signatures from clients on vital documents for quoting and binding insurance policies. It made our jobs easier because of the electronic capabilities as many of our clients are contractors that work on site and do not readily have access to a computer. This was really the only part of the program that I was able to use, while some other users have experienced other capabilities. We had recently switched to another, more comprehensive system to better fit our business needs, but this program certainly did the trick for what we needed it for and the time used.
  • Electronic communication
  • Ease of use
  • Integration with business management systems
  • More comprehensive system
  • Editable documents rather than use of only .pdf
  • Allow Multiple users/signers for one document
This program would be best suited for an organization who readily requires signatures for documents and needs them quickly. The capabilities of this program would be great for that. An organization that conducts business face-to-face and can obtain signatures that way would not necessarily benefit from this program. Additionally, organizations that do not use signatures or documents requiring them would not benefit from this program.
October 14, 2019

Awesome product!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use RightSignature for all our documents that need to be signed. It solves us having to send hard copies by mail and storing them in a file cabinet. The fast turn around from when we send the documents to the customer and it gets signed and sent back allows us to complete our admin duties much faster and is more efficient. What would take weeks now can take just a single day. Also, it is secure and doesn’t get lost in the mail. I am no longer tied to our office location. I can be on vacation and completely process a customer. We use RS for our customers, our clients, and even our employees. Anything that needs a signature is sent through RS.
  • Safe and secure signature documentation.
  • All digital format, no need to print and file.
  • Super quick turnaround.
  • It can be sent to multiple people at the same time.
  • I designate where I want initials, signatures, dates etc.
  • It would be nice if when you grab the signature box it would automatically snap to the size of your line on the document.
For our purpose of sending multiple documents back and forth to be signed in a quick manner, it works great. I don’t know of any reason to not use this service.
Heather Neisen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a remote team that uses Citrix ShareFile as our "filing cabinet" for all our documents and shared client work. We also use it as a storehouse for our internal training, marketing, and other commonly used documents.
  • Great security features when sharing folders or files.
  • Works offline and allows for collaboration on documents.
  • Easy to organize folder structures.
  • We have had some issues transitioning from Dropbox with syncing errors or corrupt files. Not as smooth as expected.
  • Some files only work on a web browser instead of desktop app (support is easy and helpful, but still this has been an issue and time drain).
Citrix ShareFile is a secure file storing and sharing solution for a small, remote team like ours. It has the functionality and security that larger clients and companies need while still being an affordable solution. If sharing folders and files with clients in a secure manner while also securely storing internal documents is a need, this solution hits the mark.
Jennifer Carrigan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We utilize Citrix ShareFile mainly to share files across different firms. We are commercial real estate owners, and we need to work with floor plans every day. We work with architectural firms and brokerage firms that both need daily access to our floor plans, and we need a way for architects to provide us with our most up-to-date floor plans. This is a way for different firms to share files without us giving access to our servers. Secondarily, we use it for emailing large files or for maintaining some large marketing materials.
  • Allows folks from different firms access to the same files in a secure fashion
  • Provides a way to email extremely large files easily
  • Easily synchs with my desktop
  • I'd like to be able to group users and manage their permissions in one swoop
  • I'd like to be able to scroll through images more easily
Seamlessly sharing information with vendors is a high point. Citrix ShareFile is always introducing new features, including options to have electronic signatures gathered or to create workflows within a team. I do feel like the workflows are a secondary feature, but have honestly not implemented them at my firm, so can't truly speak to them.
Marcio Vizoli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The ShareFile is used internally in several departments of our company, mainly the sales and marketing since we have branches in different cities and we needed that the officials were able to work remotely in the same project. A safe form from the Citrix ShareFile fits perfectly into it, and with it, officials in different places can work together on the same project. ShareFile helped to cover the distance in a single detail.
  • Security - When sending the file by email it could simply be shared externally outside the company, with sharefile you will no longer have this concern, you create a link to send the file and decide who has the permission to access it.
  • Integration - You can easily integrate it with Outlook, or other Office 365 products, creating a very useful combination.
  • Easy and fast implementation - After the purchase in a few minutes you will be using it, its implementation is easy and fast, you do not have to be an expert to configure it.
  • Editing in the mobile app - it is a little limited, some tools have this custom, they deliver in the mobile application an adapted and limited version of the web / desktop version and the sharefile is fitting in this point
  • The search function - is also somewhat limited, I had trouble finding some terms, I could have more filters
  • Price - is a bit high, could be more competitive
If you work on your own or work in teams with large numbers of people or work with people in different branches or locations that need to work together on one project, Citrix ShareFile will fit perfectly into it, it will "eliminate physical distance" by reducing your expenses with travel, tickets for company employees etc.
Micah Jones | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sharefile for several different functions. One of the most important is HIPAA compliant file reception from our customers which are medical clinics. It's easy to use and customers have never had an issue delivering things to us. One of the other important features is that it is easy to send large files to bypass email limits that are imposed by many IT departments.
  • Ease of use.
  • Support has been good but we have needed it rarely.
  • Permissions and security have been good.
  • The pricing seems fair but you might already have something that does a lot of the same things for much less money.
  • Branding is not quite as easy as it could be but it's not too difficult.
  • While security is good, but the way users are allocated is a little odd. Nothing too terrible but it could be improved a bit.
Great if you are not using another cloud storage solution. Very easy for end users to use without needing hand-holding.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's used on an individual basis and not every person needs it. It's used to share files easily and quickly. ShareFile is a great place to transfer large files quickly, securely, and very easily. Before I used Citrix ShareFile, it was very annoying to have to email large files. I had to send large audio files via email. Even when they are compressed they are large. Also, we needed to keep track of who had access and see if it was opened. Citrix ShareFile did just that. All the files are uploaded to one place, and you can share a link to the people you want to have access to them. It really helps to know that when you share data, it is safe and it won't get into the wrong hands.
  • It's secure. Knowing that it's safe gives you peace of mind.
  • It's fast and quick. In a short time, you can share and transfer a large amount of data.
  • ShareFile is very user-friendly. It's easy to use, not complicated at all.
  • You can create a link to your file.
  • You are able to organize the data in files to keep track of the new stuff you added.
  • Would be nice if there was a quick and easy way to create a report of which files were opened and downloaded and by whom.
Well suited any time you have large files and if you want to access them in one place. Also, it is great if you need to share with the same person multiple times. You can see your history and old files. Its layout makes it very user-friendly. If you have small files I don't see the value in using it over of email. The only advantage is that files are all in the same place. I found it very useful with large files and data, especially if you need to send it to many people. You can send them all one link and everyone downloads it themselves from the link.
Jerry Robinson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
ShareFile is used by a subset of our users. However, it is not restricted to any one department. Predominantly, ShareFile is used by those employees who need to access their data files wherever they might have internet access. We first began looking at ShareFile to provide a HIPAA compliant method of seamlessly accessing our documents and spreadsheets while at home or on the road.
  • ShareFile provides seamless access to the data we work with on a daily basis while remaining HIPAA compliant. Because the data is hosted internally, there is no Business Associates Agreement (BAA) required.
  • ShareFile makes it easy to share large data files with external entities. Any given file/folder can be shared via a simple link. Security can be enabled if desired. Notifications can be set up to let you know when the user has downloaded the file(s).
  • ShareFile simplifies large file transfers without the need for a complicated SFTP server. End users can add external/internal users without requiring IT assistance. Not only can files be downloaded by an external group, but they can also be uploaded as well. And, at least in our licensing model, Citrix does not charge for the external user so there is no limit to the number of people we can share within a secure fashion.
  • ShareFile could use some improvement where it comes to being able to edit your data on a mobile device. I've seen times where I've made small changes in a spreadsheet on an iPad only to find those changes were not maintained. On the positive side, I've never seen this issue when working with a Windows PC/laptop or any Mac/iMac products.
Having a HIPAA compliant way to access the data you need to manage is critical, especially in the healthcare arena.
Robert Roseman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The entire organization uses ShareFile. It addresses three distinct organizational needs:
  1. The ability to share large files by link or by the document.
  2. The documents shared can be password protected.
  3. The ability to electronically sign documents and to send them to third parties for countersignature.
  • Uploading files from your PC, server or cloud storage is smoothly accomplished.
  • It is easy to set up documents for signature, date, and capacity.
  • It integrates with Outlook to send large email attachments when the size is either too large for your program or the recipient's program.
  • It can be difficult for me to find the list of ShareFile "sent documents" and to determine their status without opening the document.
There is no limit as to the number of documents you can send for signature each month, unlike other document e-signing programs.
christian Maxwell | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile for all of our field teams to be able to easily access the project documents while they are on site throughout our area of operations. Using ShareFile has helped our "out of the office groups" have access to all their necessary project documents while having them backed up, all without having to wait for long download times from remote servers. It also allowed our teams to share pertinent information with our subcontractors as needed while still keeping them safe from tampering.
  • I think that one of ShareFile's greatest strengths is its ease of use. With the outlook plug-in sharing large documents is so quick and easy.
  • I also like the security and control that is provided for who can access the documents and tracking the changes within them. I think it does well at protecting information that leaves the company.
  • I also think the website is well organized and easy to use. It was very easy for us to implement and train our employees on the proper use of the website and software.
  • One of the downsides that I noticed was that there is no document lockout tool so if multiple users were to access and edit a file at the same time there is potential for version errors.
  • Strong internet coverage is required. Without good internet, accessing files and syncing them to the cloud could be difficult.
  • The price can be a bit high especially for the smaller businesses but you do get the support that is not available for free cloud services like Google Drive.
Industry-tailored workflows: ShareFile has 10 key industries and the workflow will match that industry. For example: for accounting, the app will display options for clients to sign documents, which cuts out on them having to post or fax documents. I think it is not as good for small businesses especially if you have part-time employees as paying for their access as well can add up quickly for overall costs.
Chantelle Chase | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile as a solution for all our storage both internal and external. It is really nice because clients can upload their documents directly to their files and we can share documents that are secured in various ways. I found it really effective and secure to send clients or their advisors a link to their files with an expiration date. This ensures we were security compliant and reduced the risk of cyber hacking.
  • Being a secure portal for clients to upload their documents.
  • It integrates with RightSignature. This streamlined our processes because we can send to RightSignature directly from ShareFile without having to download the file.
  • It is a very secure platform with many ways to send files. We preferred the link version but you can also attach secure and send via email.
  • It would be helpful if it would integrate with more software.
  • The search feature could be improved. The filters are very limited.
  • File history could also use some improvement.
It is well suited in a scenario when files need to be shared internally and externally. The security features are relevant and easy to use. It is not well suited to use as personal storage. Downloading files is also simple.
Andrew Simpson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is used by my law firm to send and receive large-sized documents (over 5 megabytes). It offers the ability to securely send or receive the documents in an encrypted format. I particularly find that being able to offer a client the ability to send a large file without the client belonging to a file sharing service to be helpful. And my clients are comfortable knowing that the files are sent securely.
  • I use ShareFile almost exclusively for sending or receiving documents. I recently had to share an entire litigation file, including dozens of photographs and videos, lengthy reports, etc. with another attorney. The ability to upload it to ShareFile and then send a download link to the other attorney made file sharing a snap.
  • Clients who are not technically savvy love it when I tell them they can send a large file to me by simply clicking on the link in my email and following the simple instructions from there.
  • There are a number of features of Citrix ShareFile that I will confess I do not use. It's collaborative feature (allowing people in different locations to work on the same files) appears robust. I just don't personally have a need for that very often.
  • I'd love to be able to drag and drop an entire folder and subfolders to ShareFile so that I could easily share an entire file with the same file structure that I use. Perhaps that is possible and I haven't figured it out yet, but it does not seem to be an available feature.
Ideal for getting large files from clients who are not technologically savvy. Perfect for sharing hundreds of documents with a single email.
Stefanie Cash | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is has been an incredible asset to our marketing department. We needed to find a better way to work with our remote partners without having to worry about security. Citrix offers secure file sharing and it allows numerous members and contractors to collaborate on projects without having to worry about being in the same room! The customized workflows keep us organized but for us, the biggest win is the ability to collaborate on content through the Mircosoft Outlook integration.
  • Ability to collaborate on content with remote members
  • Share large files securely and quickly
  • Access to our library of branding assets from anywhere - even mobile!
  • Some hang-ups with large files only being accessible in view-mode
  • Mobile viewing can be slow as files have to download first to be viewed
  • Search features good be better as you are limited to filtering options
Citrix ShareFile is great for companies that have a lot of documents and need to collaborate with multiple departments/members with ease. The ability to seamlessly exchange files among multiple devices makes it super easy when you are on the go and still need to take care of business. Workflow features make it easy to integrate into Outlook and quickly reference shared resources.
Nicholas Santella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Citrix Files (formerly ShareFile) is probably one of the best storage services around. It has strong security that maintains PICs compliance and has one of the fastest sharing platforms around. This was one of the last things we implemented for a completely cloud-based office environment and couldn’t be happier.
  • Secure file sharing with clients.
  • MS Outlook integration.
  • Mobile apps.
  • Security.
  • Improve the right signature.
Suited for an office with at least 5 users. Pricing is based on a minimum of 5.
Jason Rojas | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is our file/document storage solution. We are using it across the entire organization.
  • It offers a variety of tools to access the platform, such as web, desktop, mobile.
  • File storage solution in the cloud, more robust than a Dropbox, Google Drive, etc.
  • Support is not as good as it used to be. Need more training and better response time.
  • Performance issues seem to be plaguing it as of recently, such as latency issues. Citrix ShareFile won't give a response as to why they are occurring.
  • Need to focus on performance, integrations, and streamlining user administration and management. The UI is not really designed well from an administration standpoint, even after its recent design update, it requires more clicks.
Citrix ShareFile is a good cloud solution with a lot of applications to access in the cloud. This is good because it allows users access however they prefer. It offers unlimited storage capabilities and is nice and affordable.
Craig Schneider | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's being used by the finance departments and it's used in IT. Customers can send users secure files in a ShareFile. Our staff gets notified and is able to download the files. It's a great way to send large files securely. We can place links in our email auto signature and on our website so our customers can send files to us.
  • It stores files securely
  • It provides email notifications when files are uploaded, viewed and downloaded.
  • You can provide customers and employees URL's to either upload files to you or download files from you.
  • ShareFile has a widget that you can use to build a form that can be placed on your website so that customers can upload files to your shared folders within ShareFile. If you need to change the widget you have to start over and create a new widget. It would be helpful if you could just edit the widget.
It works very well for sending and receiving applications, sensitive documents or Excel lists. You have the ability to monitor when someone views, downloads, or uploads files. I also like how you can put a retention policy on files so they can be purged automatically after a set time period.
Mauro Carrillo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
At our financial institution we use Citrix ShareFile to send and receive important documents from our customers that contain confidential information. This secure way of transferring data is a very useful tool. Our IT department manages the administration part of the cloud based software. However, its used all across our organization.
  • Citrix Sharefile solution has great features. It provides a secure portal for file sharing. You may access the content from any device.
  • Integration with Office 365 is a great way to collaborate and create powerful workflows.
  • Encryption of emails and files. The plugin allows the implementation of these useful tools into Microsoft Outlook.
  • Better reporting: A detailed report of total usage company wide would give a great way to provide statistical data to auditors and examiners on who uses the tool and frequency.
  • Customizable dashboard: A better way to see activity would be a great way to have a visual representation of activity and usage.
You can increase productivity by automating workflows. Also, send files for legally binding e-signature right from the ShareFile account. It's a perfect business solution for sending secure files back and forward. End user simply registers via an email invite. The requirement is that you must have an active email account to register.
Steffany Winkelmann | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
On the product side, we use ShareFile to upload documentation to support our physical products (i.e., web content, FAQs, dimensions, etc. for reference on our website).

On the marketing side, we use ShareFile to upload imagery used for the website and for email campaigns. It's an easy way for us to collaborate on projects, annotate files, access those files anywhere, and keep a running log of what our marketing efforts are.
  • I love that I can annotate directly on a file. For example, I can mark the area where I find some weird imagery or mark some content that I'd like to change. I can make annotations on the side for the designer to review.
  • It's so easy to upload content, add recipients, create a workflow, review annotations, reply to annotations, upload new versions, and so on.
  • The file system is like any other you'd expect so there is no learning curve. You can create folders and sub-folders (both personal and public), star items, share/request files, and more. It's so quick and easy to get started.
  • Annotations, annotations, annotations. I love them, BUT there is this very annoying problem where, if I begin typing an annotation, someone else starting to type in an annotation will stop me (even though I started before them) from writing. It actually removes anything I wrote. You'd think this would have been caught early on, but it has been an issue for over a year and is very frustrating for me. Our workflows typically involve 4-5 people, but sometimes up to 10. When a workflow gets initiated and we get the notification email, many of us pop in there at the same time and fight over who is annotating what. When we have a doc that is 8+ pages long, it becomes highly time-consuming for this reason alone.
  • Back to the annotations again, if there are many markups on a page, it is nearly impossible to figure out where the annotation belongs. For example, if there are 3 on one page, it's very easy to follow the line to the area the annotation belongs. But when you get conversations in the annotations (e.g., 'Change this to XXXX' and someone replies 'Would you prefer if YYYY were moved to replace XXXX?') which naturally happens, and when those annotations stack up (such as in our product mailers that display 6 product images, titles, prices, SKUs, sub SKUs, content blurb), that takes up space FAST. You can't click an annotation and follow its track. You're left to figure it out on your own.
  • There is no animation support for .gifs. I don't know if this is intentional, impossible, or what. But we are moving more into .gif graphics and it's impossible to see the animation within ShareFile. We also cannot annotate .gifs, so there's that.
It is well-suited for most organizations that require approvals from multiple points of contact inside (and outside) an organization, for companies who need a cloud-based solution where they can store files and collaborate amongst teams to get that file to its optimal form.

I don't think it would be well-suited for organizations that don't have an extensive approval process. There are other cloud-based file systems that can do this function for a lower price. The collaboration/approval aspect is a large component of it, so a small team that can quickly jump into a meeting to discuss something may not greatly benefit from this tool.
Score 10 out of 10
Vetted Review
Verified User
It is mostly used to transfer files to our CPA firm.
  • Saves files for determined amounts of times.
  • The drop to upload.
  • Secure file transfers.
  • Add feature to simply drag and drop files to desktop.
  • Add features to make maneuvering through the various folders simpler....like showing a folder map.
Secure cloud file transfers.
Rebecca Neilson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it to request files like bank statements, etc. I also use it to send files and photos to clients. I am a small corp. and have only 1 employee. So it is used by the whole organization. I have also been using it for estimates, engagement letters and tax forms I need signed in conjunction with e-signature.
  • Sharing of documents with clients. They can easily access and view documents.
  • Requesting documents from clients. My clients find it easy to upload their documents.
  • Would like to see the price lower.
  • I would also like to see a clearer help section with how to's for easier use in our office.
  • Have indefinite storage times on all documents. I have unlimited data storage, so there shouldn't be any drop off dates on documents sent to me or to my clients in the form of requests.
I have used Citrix ShareFile for two years and it has worked well. However I have another app that I have been using on my desktop, that I just switched to in cloud version. It will allow me to do what Citirx ShareFile does, and more, for about 60% less. That is a huge savings for me.
Thad Eldredge | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We utilize [RightSignature] for contracts, applications, W-4s and I9s.
  • Easy to manage
  • Easy to add signatures
  • Easy to add groups to sign
  • W-4 in the public templates is never updated when the new forms come out toward the beginning of the year. Every year we have to ask for this to be uploaded and it usually takes a couple weeks to do it. The vendor's response is that they are working on it when it should be done immediately as they become available. This should take but a few minutes from someone on their team to complete.
Easy for applying multiple signatures on contracts
Darrin Davenport | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use RightSignature on a daily basis to allow prospective buyers to sign our disclosure forms and confidentiality agreements in advance of providing them further information. We also use it to allow our clients to sign their engagement agreements. Without it, we would have to email, sign, scan, return or snail mail everything. Many people don't have scanners or fax machines and it would be a huge amount of time and energy without such a convenient tool.
  • It's very simple to use.
  • It's extremely cost-effective.
  • It saves our company a LOT of time.
  • It's automatic email notifications tells us when a document has been viewed and sends us a copy when it's complete! It's like to having a personal assistant!
  • It allows us to use a template-based form or a customized form if required.
  • It provides us a with an electronic legal trail (which signers also get a copy of) so there's no pretending they didn't sign!
  • It would be nice if the lower cost version allowed for one or two more templates.
  • There is a pretty big gap between the low-cost version and the more expensive version.
  • Perhaps another tier between the more expensive version and the low cost version would make sense?
I would say that anytime anyone needs a signature on a document it is so much easier to use a tool like RightSignature versus snail mail or even fax or scanning. Scanning or faxing documents often leaves them blurry. RightSignature is always so crisp and clean to read regardless of the number of signatures required. It's also so handy to have our clients sign from their phones and other electronic devices!
Return to navigation