Drive Your Business Forward—No Extra Headcount Needed

Boost productivity by automating the tedious tasks
and freeing up time for the work you value most.

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Key Features

Pre-Built Workflow Templates

Build Document-Specific Automation Easily & Quickly

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Workflow Automation

Create Your Own Automated Workflows in Minutes

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Streamlined Client Portal

Simplify Client Projects by Putting the Important Details in One Searchable Place

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Integrated E-signatures

Get Client Signatures Without Switching Apps or Manually Downloading Files

Learn More

Why ShareFile

Streamline all your client-facing workflows, from contracting & onboarding to service & delivery.

Focus on What Matters

Eliminate tedious document analysis with our AI summary tool that lets you focus on more revenue-generating work.

One Place for (Just About) Everything

ShareFile offers one place for document-centric activities and workflow automation — that means less tool-switching, and more secure & efficient work.

Say Goodbye to Back and Forth

Eliminate bottlenecks and give your clients the ability to securely and effortlessly collaborate, e-sign, share, and comment.

What Our Customers Experience

1,000

Dollars saved per month for customers like Eggemeyer Associates Architects.

60,000

Minutes saved each year for customers like Strategic Treasurer.

96% faster

Get what you need from documents in less time.*

*Actual results may vary

Integrate with Your Favorite Tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

Google Worksplace

Integrate with Google Drive and Gmail for simple, secure link sharing.

QuickBooks

Simplify agreement signing and enhance client experience with QuickBooks integration.

SalesForce

Integrated lead management to automate onboarding with ShareFile.

Zapier

Zapier effortlessly integrates ShareFile with over 4,000 applications.

Learn More About Integrations

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Made to Fit You

We’re building you a solution that simplifies and uncomplicates, and that you can use out-of-the-box.

See How

"ShareFile gave us far more positive, agile interactions with customers and brought a great user experience for clients."
Ryan Clevidence SVP and Chief Banking Officer, Farmers State Bank Read Case Study

"We were using an FTP server process, which was clunky and full of technology problems, especially for clients. We needed a much simpler process both for our employees and our clients, and ShareFile was the perfect product to take care of those issues.”
Tim Knight Vice President of Opercons, INVO PEO Read Case Study

“ShareFile’s e-signature feature has significantly streamlined the amount of time it takes to get contracts, change orders and other documents signed and returned from multiple parties"
Mark Dillon President, Eggemeyer Associates Architects Read Case Study

Got Questions?
We’ve Got Answers.

Contact Us

Drive Your Business Forward—No Extra Headcount Needed

Key Features

Pre-Built Workflow Templates

Build Document-Specific Automation Easily & Quickly

Workflow Automation

Create Your Own Automated Workflows in Minutes

Streamlined Client Portal

Simplify Client Projects by Putting the Important Details in One Searchable Place

Integrated E-signatures

Get Client Signatures Without Switching Apps or Manually Downloading Files