Progress ShareFile

Score8.5 out of 10

270 Reviews and Ratings

What is Progress ShareFile?

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

Categories & Use Cases

Media

Screenshot of ShareFile's Outlook Plugin

Screenshot of ShareFile's link sharing options

1 / 5

Screenshot of the ShareFile dashboard

Device sync
Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.
Category average: 8.5
File organization
The ability to choose where files will be stored, and manage individual users' storage; includes control over file organization structure.
Category average: 8.6
User and role management
Administrators can manage users and user groups by role, in terms of setting permissions for things like file access, sharing, and editing permissions.
Category average: 8

Audio files
Supports audio file types, such as .mp3, .mp4, and .wav
Category average: 8.1
Video files
Supports video file types
Category average: 7.7
Storage Reports
Includes reporting capabilities to monitor user activity and storage levels.
Category average: 8.2

Most Frequent Users

Top 3 industries using Progress ShareFile.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Professional, Scientific, and Technical Services

31.9%

424 installations of 1,331

#2 most frequent

Finance and Insurance

17.7%

236 installations of 1,331

#3 most frequent

Manufacturing

8.3%

111 installations of 1,331

Pros

Secure file transfer with granular rights management
Facilitates secure communication with external partners and clients
Intuitive and user-friendly interface for both frequent and infrequent users

Cons

Increased security measures can negatively impact usability and lead to staff resistance
File management lacks advanced features like file conversion and robust local synchronization
Concerns over rising costs and pricing plans not always suitable for smaller firms

Peggy Kraus

Clinical Exercise Physiologist & Diabetes Specialist at Peggy Kraus Coaching (1-10 employees employees)

Use Cases and Deployment Scope

I help people to lose weight and reduce reliance on medications, and run my business remotely. I use Podio to document and organize client/patient information and session notes obtained via video and telephone meetings. It's convenient and efficient to store my client/patient HIPAA-sensitive files in ShareFile and be able to attach them to the client/patient's chart in Podio. It's seamless.

Pros

seamless integration with Podio
security

Cons

When restarting my computer/latptop, I almost always have to open the app. Requires a login. Time consuming

Usability

Return on Investment

Time in between cleints/patient is often short so it helps me to complete a note, save it, and file it so I can organize it in Podio.
I can save all kinds of files equally as easily.

Craig Jeffery

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

Use Cases and Deployment Scope

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

Pros

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

Cons

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

Usability

Return on Investment

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

Alternatives Considered

Podio

Other Software Used

Smartsheet

George Fuller

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

Use Cases and Deployment Scope

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

Pros

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

Cons

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

Usability

Return on Investment

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

Alternatives Considered

Dropbox

Other Software Used

OLT OnLine Taxes, QuickBooks Online

Matthew Gaylor

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

Use Cases and Deployment Scope

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

Pros

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

Cons

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

Usability

Return on Investment

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

Chris Marreel

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

Use Cases and Deployment Scope

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

Pros

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

Usability

Return on Investment

ROI is extreemly hard to calculate (in my situation)

Alternatives Considered

OneDrive

Dropbox

Box

DocuSign

Progress ShareFile

What is Progress ShareFile?

Categories & Use Cases

Media