The security reliability and user friendliness of ShareFile is what has kept my company with the application for almost 10 years now.
May 16, 2025
The security reliability and user friendliness of ShareFile is what has kept my company with the application for almost 10 years now.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Advanced
Overall Satisfaction with Progress ShareFile
I use ShareFile as a Customer Document management and Customer Access portal. It also allows me to securely share large or encrypted files with others outside my organization or customer list. I love the security it provides for everything related to my business and personal needs.
Pros
- Secure File Storage and Sharing.
- Workflows to get customer/affiliate responses to comments on documents.
- I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
- I love the upload notifications and reports on user activity.
- The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
- Integrations with Microsoft 365 - FANTASTIC - thank you.
Cons
- I would return to using the Right Signature feature if it were less than my Adobe Pro subscription.
- If the platform could replace the features in Adobe Pro, I would consolidate to one less subscription to meet my business document management, file sharing, editing, or form completion features, as well as customer/affiliate document signatures with secure encrypted standards that meet IRS requirements.
- My firm does not need all the client workflow and onboarding that the accountant plan offers, so I just can't justify the expense for my little firm and me. Some type of Sole employee user business plan pricing for the Accounting Level plan would be nice, but I know I am being unrealistic. I can't afford it.
- Citrix had a significant name brand presence that would reassure those you sent documents to sign or documents to download via a link.
- When I store specific folders on my computer, it can be scary when the computer link to ShareFile needs to be reset. I have lost entire years' worth of documents because the backup before resetting took too long and would stall or stop before completing the backup. I now limit the locally stored documents so I don't risk losing documents. I would love to see something or learn how to ensure everything added from my file explorer use on desktop is completely uploaded to the ShareFile cloud storage. The emails are to detailed to quickly review what was added, A more streamlined (less detailed) email notification option would help me review what has been uploaded quicker.
- Collaboration is EXCELLENT.
- I haven't learned to use some features, but I love that you have returned to having print with photo example instructions and the video links on "how-tos". There are many styles of learners, and when Citrix limited the customer and even the administrator user instructions to just video, I almost left the platform. I am very visual but not a good audio learner and I like to have print instructions with image examples to refer back to for items i frequently forget. I understand this may take longer to keep current, but I appreciate it. Thank you again for returning those learning options.
My long-term clients who are not computer savvy have learned to appreciate and rely on the platform as much as I do. The added search features are amazing. I'm still learning some of the newer features, but I love the continued reliability of the security features. I love that you do not change fundamental features just to say you have made improvements.
When Citrix dropped Right Signature from my original plan, I went to Adobe Sign. I have not returned to the signature feature because of the added pricing. Adobe Sign has more name recognition for clients and affiliates who do not interact with e-signature applications.
The ability to learn how to access, store, share, and retrieve documents is simpler than in other applications, and that is what keeps me in the application. Even though my Microsoft 365 professional and Adobe Acrobat Pro applications, which I currently subscribe to, include similar cloud storage platforms, they are not as easy to use for designated storage and universal user access. Even my Mac client users are happy with the platform.
Do you think Progress ShareFile delivers good value for the price?
Not sure
Are you happy with Progress ShareFile's feature set?
Yes
Did Progress ShareFile live up to sales and marketing promises?
Yes
Did implementation of Progress ShareFile go as expected?
Yes
Would you buy Progress ShareFile again?
Yes
Progress ShareFile Feature Ratings
Using Progress ShareFile
1 - I am a sole proprietor accountant who uses the platform with my clients.
1 - I am not tech-savvy, and I love that ShareFile has kept the administrative management user-friendly. There are advanced features that I am certain I do not use because I am not that tech-savvy. My clients and I appreciate that ShareFile keeps the basic functions simple to use.
- Secure Product Storage
- File Sharing
- Client and Affiliate user interface options
Comments
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