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.
Do you think ShareFile delivers good value for the price?
Yes
Are you happy with ShareFile's feature set?
Yes
Did ShareFile live up to sales and marketing promises?
Yes
Did implementation of ShareFile go as expected?
Yes
Would you buy ShareFile again?
Yes