ShareFile keep my client data secure.
Updated October 14, 2025

ShareFile keep my client data secure.

George Fuller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Premium

Overall Satisfaction with Progress ShareFile

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.
I can access, request, and send files easily. I am thankful that I control what clients can do with files, as that maintains data integrity. I wouldn't want a client to be able to delete files and then question why I included something in their return that they had deleted. Security is important to me, and ShareFile does a great job of maintaining security.
  • 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.
It helps me know when clients have uploaded files, signed documents, and made changes to files via email. It also helps me know the status of each request and enables me to resend requests when appropriate. Automatic notifications keep me from having to check periodically to see if a client has uploaded or signed anything. I just wait for the notification to come via email and I'm good to go.
Being able to securely request files from clients shows that I am serious about security. Requiring clients to sign in or, at a minimum, input their name and email address in order to upload or download files makes it easy for me to know who is doing what, and when they are doing it. This enables me, my team, and my clients to collaborate on projects.
It has been years since I compared ShareFile with other secure data storage offerings. I chose ShareFile because of its affordability and need to have scalability.
Dropbox, while it gives 2GB of free storage, seems to charge more for the same service I get with ShareFile. I am comfortable with ShareFile so plan to stay with it.

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

Yes

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

Prior to integration with 365, I had a hard time with using RightSignature (ShareFile) to edit documents. Now with the Microsoft 365 subscription, editing documents is a breeze! Also, within RightSignature (ShareFile), when I sign a document and then view it, the signature placement seems awkward to me. Other than that, I greatly appreciate the secure storage it provides.

Progress ShareFile Feature Ratings

File Sharing & Management
9.8
Versioning
9
Access control
10
File search
10
Device sync
10
Cloud Storage Security & Administration
9.3
User and role management
10
File organization
8
Device management
10
Cloud Storage Platform
10.0
Performance
10
Reliability
10
Storage Reports
10

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