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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.

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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 …
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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

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Pricing

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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
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Product Demos

Getting Started with ShareFile

YouTube
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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
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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).
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Comparisons

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Reviews and Ratings

(232)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
August 18, 2023

Sharing Files Securely

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sending files securely. I like sending files with the link, so that the files are not emailed with passwords.
  • Sending files to clients securely
  • Need to spend some time training for more uses.
  • Some of my clients are not able to open and download files.
  • I don't know how to troubleshoot their problems.
  • In order to help my clients, I don't know what questions to ask to allow them to download files.
I use the software to send completed tax returns for client review. This process usually works very well. Sometimes when I send files clients do not know how to download the files. I do not know how to troubleshoot their issues.
  • Sending files securely.
File Sharing & Management (7)
N/A
N/A
Versioning
N/A
N/A
Video files
N/A
N/A
Audio files
N/A
N/A
Document collaboration
N/A
N/A
Access control
N/A
N/A
File search
N/A
N/A
Device sync
N/A
N/A
Cloud Storage Security & Administration (3)
N/A
N/A
User and role management
N/A
N/A
File organization
N/A
N/A
Device management
N/A
N/A
Cloud Storage Platform (3)
N/A
N/A
Performance
N/A
N/A
Reliability
N/A
N/A
Storage Reports
N/A
N/A
  • During business tax seasons, use of this software has saved me a lot of time. Excellent.
I like ShareFile much better than Mango Practice Management. I think the navigation is much more intuitive and user-friendly.
1
Owner, CPA
1
Accounting and tax professional. Must send files to customers that are secure.
  • Sending files securely
  • Securing client signatues
  • Sharing files with clients
  • Clients sharing files with me
  • Use the software to secure customer signatures.
I use this software often. I want to continue to use it.
No
  • Cloud Solutions
  • Ease of Use
Sending files securely and giving my clients the ability to share files with me. The software is easy to use and intuitive.
I might look at another software package. But I am happy with the choice.
I find the software easy to use and very intuitive. To use other functions, I need more training.
  • Implemented in-house
No
Change management was minimal
I'm a one person office. I have really liked the software.
  • Did not do training because of the time of the year I implemented the software.
  • Need to do more training.
  • No Training
Yes.
I have not had any problems with the configuration of the product.
No.
No - we have not done any customization to the interface
No - we have not done any custom code
None.
I have not used technical support.
No. I have not needed it.
No
I have not used support.
For sharing files with my clients and receiving files from clients it works great. I have used the signature feature only once. I need more training to use more functions of the software.
  • Sharing files
  • Receiving files from clients.
  • Securing signatures--can't remember how to do it.
  • Haven't used any other functions.
I am a one person office. I have no idea how this software would scale to a larger office.
The software has never been down when I needed to use it.
Yes, pages load quickly. I have never had an issue with document upload or download.
I have not integrated this Sharefile with another software package.
  • None
I have not tried to integrate the product.
  • don't know
I would like to be able to send tax returns from my Thomson Returns CS Professional Suite. I am on virtual office and I don't believe there is a link to use ShareFile with the software package.
  • File import/export
None
None
The demo was very good and the follow up was approriate and reasonable. I thought it worked well.
The software installation and the training I received was appropriate for the time I had to invest to be able to use the software.
No special terms.
None
Yes
I think I loaded the upgrade. The program is still working well and I have not had any issues with using the software.
  • I need training. I am not using the upgrades.
  • None
No
No
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The CEO and all contractors are users. Contractors include psychiatric rehab program (PRP) service directors, their PRP supervisor, and myself--the compliance officer (I am also one of two ShareFile administrators for our online account). As an accredited and state-licensed service provider with requirements to keep regular HIPAA-compliant client records and reports, we chose ShareFile because our needs for doing so were best met out of all the electronic medical records SaaS companies that we reviewed. We are a very small company, we currently don't offer psychiatric services, so we pretty much needed an a la carte SaaS that we could customize for record keeping, have robust encryption across other online platforms, and would offer secure authenticated electronic signing capabilities. We don't do our own billing, which was another feature we didn't need.
  • Authenticated electronic document signatures--self-signing, and sending out for signatures. This is a robust feature that also allows for additional information to be added to documents being sent for signatures, such as dates, notes, and items omitted but needed.
  • Encrypted emails through ShareFile, Citrix apps for Outlook, Gmail, and Mac email systems. Encrypted email messages cannot be cut/pasted, nor forwarded without encryption. If only the attachments need to be encrypted, the email message can be unencrypted. Also, two options for securely opening an encrypted email (one with less credentials, one with more).
  • Documents that need to be signed multiple times by one client but on numerous different dates. If this is being signed electronically, it can be a tedious process.
  • Because of the encryption level that we need, MS Office documents aren't editable online in ShareFile. However, because ShareFile SaaS can be synced with MS File Explorer, docs can be edited by opening them directly from File Explorer and resaved directly back to ShareFile through File Explorer, instead of needing to download from/upload to ShareFile.
  • Well suited for high encryption purposes, such as HIPAA compliance. This is a major reason we chose this SaaS. We also had a choice of encryption levels if we hadn't needed such a high security level.
  • Well suited for electronic signatures, be that by keyboard, mouse signing, or finger signing on tablets and mobile devices.
  • Not well-suited for service providers who need structured EMR templates for billing, insurance coding, etc.
  • Well suited for large state/local government agencies to capture required documentation from contracted providers, especially large-capacity documents that surpass email attachment size limits.
File Sharing & Management (4)
97.5%
9.8
Document collaboration
100%
10.0
Access control
100%
10.0
File search
100%
10.0
Device sync
90%
9.0
Cloud Storage Security & Administration (3)
100%
10.0
User and role management
100%
10.0
File organization
100%
10.0
Device management
100%
10.0
Cloud Storage Platform (3)
96.66666666666666%
9.7
Performance
100%
10.0
Reliability
100%
10.0
Storage Reports
90%
9.0
  • It's an expensive product. Price depends to a great extent on quantity of bundled user licenses plus bundled signature licenses (those two products sold separately), which isn't unusual for SaaS licenses such as this. We had to carefully weigh if there would be any significant loss of ROI with a minimum licensing purchase for users and signers. We have currently reached a comfort zone with this (user bundle maxed, initial signer bundle maxed).
  • It is too early to gauge an extended ROI, as we have been using this product less than 1 year. But because of the initial expense, we have to carefully consider adding additional licensing bundles and signature bundles-- either would be a big expense unless we have a significant increase in client base and therefore have to increase our staff size. We are managing a staffing base which outnumbers our signature bundle by one staff member, by preparing documents for staff with the least amount of clients to sign, rather than purchasing another signing bundle at this time, which would mean a lot of unused signer licenses. The time to prepare and send docs to be signed by this staffer takes no more time than if he were to self-sign his docs.
  • Dropbox--I don't believe it has the robust encryption capabilities as does ShareFile package that we use; I think it has electronic signing, but I don't know to what extent that feature is legally authenticated for HIPAA standards.
  • Apricot--purpose can be similar, but Apricot is more efforts-to-outcomes SaaS, therefore, would be overkill to use it only for such pinpointed record keeping as we need for this company.
  • ETO by Social Solutions, similar to Apricot, even more expansive efforts-to-outcomes SaaS. Too much software for the need.
Every question we have had has been answered either through contacting live support or their extensive knowledge base of training videos and online documentation.
Adobe Acrobat DC, Microsoft Office 365, QuickBooks Desktop Pro, QuickBooks Online, Mailchimp, ReachMail, Canva, GIMP, Toggl, Dropbox, Google Drive, Bloomerang, Todoist, Eventbrite, Airtable
9
  • CEO
  • Therapist
  • Psychiatric rehab program staff members
  • Psychiatric rehab program specialist/supervisor
  • Compliance officer
2
  • CEO--required by state licensing office and state procurement office to use Citrix ShareFile for submitting required state documentation
  • Compliance officer--acts as account administrator, oversees staff documentation requirements as completed and filed in ShareFile; utilizes SaaS functions and is responsible for training staff how to properly use it.
  • HIPAA-compliant level of securely storing and transmitting sensitive information.
  • Authenticated electronic signature capabilities.
  • Finding creative workarounds for staff with challenging laptop/PC problems (Google Chromebooks, MacBooks with O/S issues).
  • Making an easy electronic signing solution for the one staffer for whom we don't currently have enough signature licences.
  • Expanded confidential file storage beyond state licensing needs.
  • Docs needing authenticated electronic signatures beyond state licensing needs.
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.
  • Sync with Outlook.
  • Sync with MS File Explorer.
  • Convincing staff not to save sharable files in their "personal" folders (those folders aren't sharable).
Yes
Our staff who use it regularly for signing do so quickly and easily.
It does everything we need it to do. It has taken our staff some time to get used to how many workarounds there are to work online, through File Explorer, and on their mobile devices. There is always a workaround, and we have to remind staff occasionally that they have more than one way to access and use their folders. That is the only reason I give it an 8. I love this SaaS, I've used it enough on a daily basis to understand many ways to get around in the software. It is a highly responsive and intuitive software. I have found no loopholes in electronic transmissions that would compromise highly sensitive information that needs to be encrypted.
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