Never Miss a Detail With Dedicated Spaces for Collaboration
ShareFile lets you house all document request lists, files, tasks, and comments in one central space for faster turnarounds.
See How Easy It Is to Manage Multiple Projects
Our Collaboration Spaces Make it Easy for You to Find Project-Specific Details in a Few Clicks
Watch VideoGuide Your Clients Through Document-Heavy Workflows
Give people access to a dedicated space for each project. Your clients can easily locate project-specific conversations, files, tasks, and comments to stay in sync.
Organized Projects,
Organized Mind
Quickly locate client documents and comments in one secure location. Less searching for you means faster service for your clients.
Features That Replace Chaos With Control
Dedicated Collaboration Spaces
There’s no limit to the number of collaboration spaces you can create, helping you manage multiple projects at once.
Task Assignment
Use tasks and reminder notifications to meet all your internal milestones and guide your client on next steps.
Save Files
Put essential files front and center by sharing them in a project for easy visibility.
Leave Comments
Use your dedicated spaces to connect directly with clients or answer detailed questions on a request or service.
Digitize Document
Request ListsEasily request, locate and check the status of document request lists across many projects.
Manage User Access
Use granular settings to control what employees and clients can access and share.
“Projects has been something that helps keep our clients, management, and staff more organized and on the same page. This way, we avoid multiple email requests and multiple conversations between staff, management, and our clients.”
Jessie Kay Controller, Holt McNally & Associates, Inc.