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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

(1-25 of 27)
Companies can't remove reviews or game the system. Here's why
Richard Corner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile principally to share large drawing files, photographs, and other data with our clients and consulting engineers. We also use ShareFile as a collaboration tool for projects while under construction - where contractors, subcontractors, clients, consultants, and all team members may share/exchange files such as shop drawings for review, progress reports, pay applications and other documents. ShareFile allows us to transfer files, data, and documents securely and immediately. It also offers layers of control concerning addressees, so that the right people get the right information. It also offers tools to confirm receipt of those files and documents by the right person. ShareFile allows a document requiring action to be tracked - to know whether the action has been completed or not.
  • Rapid, easy uploading of files
  • Saves e-mail addresses of participants for repetitive use on multiple projects
  • Simplifies grouping of activities, files, addresses, etc. to make using ShareFile time-efficient
  • Automates notification of uploads and downloads using e-mail
  • Provides easy file management for folders, inclusions, deletions, file properties, etc.
  • ShareFile works great among subscribers, and one can take advantage of ShareFile's best features of automation with other ShareFile users. But these features are less functional among non-subscribers. We can still send, receive, etc. among anyone with an e-mail address; but an extra level of effort is required for data security among non-subscrirers with whom we interact the most.
  • I like two-factor authentication when signing in, but it is a little cumbersome to use with ShareFile in its current mode. Anything to simplify this is appreciated.
Sometimes we just need to send a single large file, and compressing it is easier than using ShareFile. But generally, we use ShareFile to exchange or send anything over 20 MB.

A problem that we have not had [yet], but wonder about is this: Are ShareFile and its e-mailed links safe for transmission to/from U.S. Government computers? All of our public-sector clients are state and locality-based. We haven't had any interacton with U.S. entities. U.S. entities, especially DOD, are rather particular about these type of file-sharing sites and links embedded inside e-mails.
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.
July 21, 2023

Secure but slow.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use it to easily and securely transfer sensitive documents to/from my clients. Clients like it because they do not have to have a login to remember when they want to send me something quickly.
  • Secure email delivery.
  • Lets me know right away if I've received something.
  • Excellent security - I trust that.
  • Runs much too slowly when I go to retrieve a sent file.
  • No way to search for files I have sent or received - I can only sort by column headers. That's inexcusable.
It's a great product, and if it was not so painfully slow (and if it was searchable), I might consider using more of its tools and eliminating some other software.
Mike Narumiya | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have both used the product, as well as recommended [...] and implemented it at other companies, for file storage and sharing across multiple departments (enterprise-wide). Needed a simple to use, yet reliable way to track, share and control documentation without needing staff dedicated to just the care and feeding of the system.
  • Easy to use.
  • Does everything that 99% of companies need.
  • Sharing with internal and external users.
  • More branding options/customized appearance.
  • Good use some additional feature on the app/admin capabilities.
If you need a file sharing, collaborative product with version control, permissions, etc. But don't want something you need a dedicated, highly technical person to administer, this is the option. Easy to use, has the features that most people use and not so worried about the features that only 1% of the companies out there use. ShareFile is perfect for small to mid-sized companies.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Citrix ShareFile for all users for our cloud data storage needs. This software allows us to store our information securely and with backups where everyone can access it. We use the sync tool, the virtual drive and the Outlook add-in for data transfer. We do not need to house the data all on our own at a physical location.
  • Support has been very good.
  • Flexible pricing.
  • Software updated often.
  • Software can close or quit all on its own sometimes.
  • The password reset can be a pain with all the "choose a picture" steps to prove you are not a robot.
  • I sometimes see issues with synchronizing long file paths and special characters.
Citrix ShareFile fills a software niche very well. Off all the competitors, I found ShareFile to be the best fit all around for our needs of being able to synchronize files when needed and also having unlimited access to all files at other times. Since we started using this software it has only gotten better.
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.
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.
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.
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.
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.
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.
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!
Joe Spradlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are an AS9100 company that must conform to the NIST 800-171 and the Defense Federal Acquisition Regulation Supplement Clause 252.204-7012 due to doing business with the US Government. Citrix ShareFile is being used by our organization to securely transfer engineering data from our engineers, project managers and estimators to our vendors and customers. Due to the potentially sensitive nature of CUI (Controlled Unclassified Information), it is required for us to safeguard the information and know where it has been and where it went.
  • First and foremost, it is simple to use. Within minutes of our purchase of ShareFile, we were up and running with our first user and client.
  • Second, there are multiple ways to use and take advantage of ShareFile. There is a plug-in for Microsoft Outlook, a desktop app as well as Sync. All options are easily implemented and simple to navigate.
  • Third, When thinking about simplicity and making it as seamless as possible for your end users, you can also set up ShareFile as a Drive Map that allows your users to take advantage of the Windows file system without dealing with synchronization of account content.
  • There are so many advantages to this product, however, I feel that the simplicity and functionality are the main advantages. Citrix ShareFile tech support is amazing and they really (if you need help) answer all question extremely fast.
  • In my experience with Citrix ShareFile, I have not found any significant CONs to report. Many people may have Drobox and other products...I would say that these products are not an apples-to-apples comparison. There are significantly different pricing structures between products, some of them being a little on the pricey side if you are a small business.
  • I have heard of a few people having issues with browser compatibility, however, I have not. We have about 20 users that are using IE11 as well as Edge w/ Windows 10 Pro and we haven't experienced any issues at all.
  • The only function/feature I would like to see improved is the audit reporting and logs. You have to go to each folder/individual to obtain the activity log/report and to me that is cumbersome. I would like to see a centralized audit log generation tool that categorizes the users and the folders and provides details needed.
Well suited for people that need to transfer large files between people or businesses. We were using FTP & password (AES256) encrypted Zip files to transfer data, which is fine for an every now and then function but was becoming a hindrance to productivity. The communication between sender and recipient was slowing down the process of delivering and receiving the content due to providing the decryption password etc...With ShareFile, you simply set up the recipient as a client and they get a welcome email to create the account for seamless transfers.

I can't think of any reason where it wouldn't be appropriate to use ShareFile other than it may be cost prohibitive for small businesses. My company found it very affordable when compared to other larger products in the industry. One of the great aspects of ShareFile is that you can add unlimited Clients as you only have to pay for per Employee use.
Kim Westermann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is relatively new to us. We are using it to share files with partners and vendors outside our agency as well as to begin the process of digitizing tenant files (we're a property management company and nonprofit). Sharefile helps us to share large files with people as well as organize our existing files.
  • Set up templates for your folders so every folder has the same structure.
  • Work with project management software (such as Podio) to automate some organizational tasks.
  • Communicate with outside vendors and share large files with people that shouldn't be emailed due to size or confidentiality.
  • There's a bit of a learning curve getting Sharefile templates and user profiles set up, but once you're set up it is very user-friendly.
  • We haven't been clear on what "ShareConnect" is and so we haven't been using it.
  • The desktop app for Sharefile has less functionality than the browser version, and it caused some confusion initially. Again, we just don't use the desktop app.
ShareFile is great for setting up files that need to be set up in the same way every time, i.e. tenant files, client files, etc. The templates make it easy for several staff members to use the system in exactly the same way. ShareFile is also great for sharing large or multiple files with vendors or outside partners. We've also used ShareFile to accept applications that require a large number of supporting documents by using the integration with Podio webforms and GlobiFlow automations.
Lauri Paxton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile to store and share all of our documents as we strive to be a completely paperless office. Everyone in our company uses it to store all of our documents as well as copies of our clients' source documents and we also use it to share and receive documents from our clients. My remote employees can access it anywhere they have internet access and we know that no matter who is working on something they can always access anything they need.
  • Secure storage of our files while still having them easily accessible is the number one reason we use ShareFile - we can set passwords for access, share links via email and easily transfer information back and forth to our clients without worrying about unauthorized access. It's taken a lot of the worry out of being remote and paperless.
  • Being able to quickly access everything is also important and ShareFile makes this easy as well. If you're working at a desktop computer in the office there are several sync tools that you can use to sync the files between the computer and the web app so that you don't even always have to log into a browser to access a file - it's right there on your computer for you and any changes you make or anything you add/delete/move will sync right back up to the web app so everything is always up to date.
  • We use the Drive Mapper extensively for syncing our computers and the web app and occasionally it will somehow "lose" the connection and when you open a folder it will be empty. But if you go to the web app the files are there - restarting the drive mapper will bring them back. This is literally the only issue we've had with ShareFile at all so if they could fix this I wouldn't have any Cons at all.
When I purchased ShareFile I was told that is was specifically created with the accounting industry in mind. I don't know if that's true or not, but it certainly is a great fit for us. We have a LOT of documents and using ShareFile helps us to stay organized without having paper take over the entire office and it also gives us peace of mind that our information is safe and secure and that we're not going to lose it all of we have computer issues here in the office. The fact that our remote employees can also access everything from anywhere also makes it wonderful for any industry where people need to access files on the go.
Ron Penne | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We primarily use ShareFile for sending large file attachments via Outlook (Windows). We are also using it as a storage tool for housing files for organization prior to ingesting them into Nuxeo (DAM), allowing both clients and users access to files for organization and management. ShareFile is also used to secure distribute sales and marketing materials to our remote devices (iOS) for offsite presentation purposes.
  • Integrates with MS Outlook (Windows) fairly seamlessly
  • Web and iOS remote access
  • Desktop client that doesn't require full "synch" to desktop like other cloud storage solutions
  • Lack of Mac OS mail client integration (Mac Mail or MS Outlook)
  • Inconsistent desktop synching
  • Lack of ability to add internal company "clients", requires full user license for those even needing read-only file access
  • PDF view in iOS can't display documents in single-page format or at full screen with no visible controls. It scrolls through entire document, and has a menu bar constantly present.
  • Cost - per user, all of the cloud storage solutions are more than using a full Office 365 w/One Drive solution.
ShareFile works great as a tool to send files as links, but if there is a request for a name/email when downloading, it does no verification of these emails and it creates "clients" of each one. We end up with inane client names and non-existent emails, so I have to weed through the clients on a consistent basis.

Maxwell Erwin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our entire company uses Sharefile to save our job files, transfer large files quickly within our organization, and provide access to files to our clients through a secure portal.
  • Sharefile helps share large files. Clients can upload files directly to Sharefile that I can access, I can share files with other people with a copy-and-paste link or send to a user directly in the Sharefile interface.
  • Sharefile has options for small teams that can grow. The pricing is very fair for the value.
  • The smartphone and tablet apps help users to check on files from anywhere, preview files, or send files to clients while on the go.
  • The desktop application on Windows is subpar. I usually opt to use the web interface to interact with Sharefile.
  • The Sync tool makes it difficult to see which files are on your computer only vs. Sharefile. Occasionally files and folders can accidentally be deleted by a novice user and then customer support has to get involved to fix it.
  • Live, collaborative editing from the software could be much better. It uses Office 365 and is not streamlined or simple to use.
If you have a team spread out across locations, or need to save or share large files in a safe, easy to use web application, this is the software for you. Additionally, you can brand it with your custom logo or brand colors, which allows clients to come to your Sharefile, recognize your brand, and provide smooth transition from your website to your Sharefile portal.
February 28, 2017

Citrix Sharefile for RIAs

Devin Kile | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently we use Citrix Sharefile across all five of our branches including all of our advisors and staff. Sharefile solves both cloud storage and document sharing for our organization. It has become instrumental in the daily activities of our firm and all users. We also use many of the Sharefile apps including the Outlook plug in, Sharefile Sync, and the Sharefile mobile apps for Apple and Android devices.
  • Cloud Storage.
  • Integration with multiple operating systems, devices, and programs.
  • Sharefile apps are extremely user friendly and provide opportunity for any level tech user to utilize.
  • I believe Sharefile could be much more widely used in the financial services industry if it were approved for use by FINRA.
Sharefile is well suited for RIAs who are looking for a well designed and easy to use cloud storage system that can be integrated with multiple systems and devices. We have integrated Sharefile with Outlook, Windows, our mobile devices, as well as our CRM, Redtail. Sharefile is not as well suited for firms that have many broker dealer documents and must conform with FINRA requirements.
February 27, 2017

Great for CPA Office

Tammy Petersen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized

We decided to go paperless. When we made that decision, we knew that we needed a program that was easy to use and we could give access to our clients to their files and we could trust. When we found ShareFile we knew that we found the right program for us.

It is easy to use, we can give our clients access to their file, we added RightSignature so we are able to send documents to our clients for quick signatures. In our business (CPA Firm) time is of the essence and ShareFile makes it so fast and easy.

  • Easy to learn, easy to use, even the simplest user can learn it quickly and be up and running within minutes.
  • Great security, don't have to wonder if our documents are secure.
  • Would be nice if we could send documents for a signature from the desktop vs. having to log into website.
ShareFile makes storing and sharing your documents easy. From the first day, all users were up and running and easily learned how to store documents in the cloud. Even the simplest of users in our office, were able to quickly learn to use the program. We back up our main folder from our server to ShareFile and since we have no size limit, it was the perfect solution to our question.
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