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file sharing, client portal, e-signature

ShareFile

Secure file sharing and client portal software: client upload links, document request lists, built-in e-signature, approvals and workflows, with AI that can draft request lists and summarize documents on higher plans.

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Pricing

$16.50 a month to start

Advanced $16.50 a user a month billed annually, $18.15 monthly, with a basic client portal. Premium $26 a user a month billed annually, $28.59 monthly, adds request lists, e-signature, workflows and AI. 3 users minimum.

Price checked on ShareFile's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use ShareFile

CPA Firms

Secure client file exchange with ShareFile for CPA firms

Request lists, a client portal and built-in e-signature replace tax documents sent by email. Premium from $78£59€70A$113C$110 a month for 3 users.

  • Costs $78–86£59–65€70–77A$113–124C$110–122/mo
  • Worth $256£192€229A$370C$362/mo
  • Pays for itself in about two weeks
  • Easy to set up