ShareFile - secure, easy, affordable storage that even your clients can use!
November 20, 2019

ShareFile - secure, easy, affordable storage that even your clients can use!

Stephanie Majeran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Citrix ShareFile

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
  • Easy, affordable solution for letting me go paperless- HUGE savings in not having to print out tax returns!
  • Secure way to share documents with clients without a lot of time consumption
  • Easy to find and organize files and documents
Dropbox Business makes it really difficult to share individual folders collaboratively with a PASSWORD with outside users. I didn't realize this until I was locked in for a year, so I was mad. Citrix allows for storage that is useful to me and secure for the clients.
I haven't needed it for awhile, which is a good indication of the product for sure. A year or so ago I was having some trouble with the product and did find it difficult to get assistance from support, but I can't really speak to how that may have changed in the last year. Things have gone smoothly for almost a year now!

Do you think Citrix ShareFile delivers good value for the price?

Yes

Are you happy with Citrix ShareFile's feature set?

Yes

Did Citrix ShareFile live up to sales and marketing promises?

Yes

Did implementation of Citrix ShareFile go as expected?

Yes

Would you buy Citrix ShareFile again?

Yes

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.

Citrix ShareFile Feature Ratings

Versioning
9
Video files
Not Rated
Audio files
Not Rated
Document collaboration
7
Access control
9
File search
9
Device sync
9
User and role management
9
File organization
9
Device management
9
Performance
8
Reliability
7
Storage Reports
Not Rated