Freedom251 › Client Portal Software
ShareFile

What ShareFile is
ShareFile is a governed workspace combining secure file sharing, client collaboration, e-signatures and automated workflows. Its workflows cover client intake and onboarding, document collection and review, contract management, RFP and bid management, and audit and compliance reporting. The service describes AI features for document collection, summarization, question answering, automation and generation. Integrations include Microsoft 365, Google Workspace, Salesforce, Zapier, QuickBooks and Xero; Zapier connects ShareFile with over 4,000 applications. Access is available through web, Windows, Mac, iOS and Android apps, an API and a Chrome extension for Gmail links. Files support versioning and business administration controls. ShareFile says TLS and up to 256-bit encryption protect data at rest and in transit, depending on browser capabilities. It lists SOC 2 Type 2, ISO 27001 and ISO 27701 certifications and says the solution is designed with HIPAA, SEC and FINRA regulations in mind. Pricing starts at $16.50/user/mo (annual), with a 14-day trial and no free plan.
Who it suits
Businesses managing client documents, signatures, approvals and compliance workflows across desktop, mobile and web. It also suits teams needing administration controls and business-system integrations.
What it does well
- Combines sharing, signatures and workflows
- AI document collection and summarization
- Windows, Mac, iOS and Android apps
- Business administration controls and versioning
- Integrates with major work tools
What to know first
- No free plan
- Third-party licenses may be required
- Some connected services may be limited
- Plans have minimum user requirements
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Industry Advantage | Minimum of 3 users · 3-user minimum | $45.83 a month |
| Advanced | Per user/month; $18.15 per user/month with monthly payment; minimum of 3 users · Minimum 3 users · Encrypted file storage and sharing · Secure email integrations and real-time co-editing · Granular access controls and basic reporting | $16.50 a month |
| Premium | Per user/month; $28.59 per user/month with monthly payment; minimum of 3 users · Minimum 3 users · Client collaboration tools including e-signature, requests, tasks, forms and workflow automation · Enhanced client portal · HIPAA, FINRA and SEC compliance support · AI-powered document automation and generation | $26 a month |
| Enterprise | Per user/month; $42.00 per user/month with monthly payment; minimum of 3 users · Minimum 3 users · Automated user provisioning and access management · Security monitoring integrations · Data loss protection · Unusual activity identification | $35 a month |
| Virtual Data Room | Per user/month; $77.00 per user/month with monthly payment; minimum of 5 users · Minimum 5 users · Granular permissions and document controls · Real-time activity tracking and analytics · Watermarking · NDA enforcement | $69.30 a month |
As sharefile.com lists them, read 20 Sept 2026. The maker's own page has the final word.
Verdict
ShareFile brings client collaboration, document handling and governed workflows together with broad platform access. Review third-party service requirements and plan minimums before choosing a tier.
Facts from ShareFile's own pages
- AI features
- ShareFile describes AI-powered document collection, summarization, Q&A, automation and generation features. · sharefile.com, 7 Oct 2026
- API
- The ShareFile Trust Center states that an API is available. · trust.sharefile.com, 7 Oct 2026
- Browser extension
- The ShareFile for Gmail integration uses a Chrome extension to send links to ShareFile folders and documents from Gmail. · sharefile.com, 7 Oct 2026
- Business admin controls
- Yes · sharefile.com, 20 Sept 2026
- Client workflows
- The product supports client intake and onboarding, document collection and review, contract management, e-signature, RFP and bid management, and audit and compliance reporting. · sharefile.com, 7 Oct 2026
- Compliance
- ShareFile lists SOC 2 Type 2, ISO 27001 and ISO 27701 security certifications and says its solution is designed with HIPAA, SEC and FINRA regulations in mind. · sharefile.com, 7 Oct 2026
- Desktop and mobile apps
- ShareFile offers downloadable apps for Windows, Mac, iOS and Android for file access and syncing. · sharefile.com, 7 Oct 2026
- Device platforms
- windows,macos,ios,android · sharefile.com, 20 Sept 2026
- Encryption
- ShareFile says it uses TLS and up to 256-bit encryption, depending on browser capabilities, and describes protection for files at rest and in transit. · sharefile.com, 7 Oct 2026
- File size limit
- 100 · sharefile.com, 20 Sept 2026
- File versioning
- Yes · sharefile.com, 20 Sept 2026
- Free plan
- No · sharefile.com, 20 Sept 2026
- Integrations
- The site lists integrations including Microsoft 365, Google Workspace, Salesforce, Zapier, QuickBooks and Xero; Zapier connects ShareFile with over 4,000 applications. · sharefile.com, 7 Oct 2026
- Product
- ShareFile combines secure file sharing, client collaboration, e-signature and automated workflows in one governed workspace. · sharefile.com, 7 Oct 2026
- Paid from
- 16.5 · sharefile.com, 20 Sept 2026
- Support resources
- ShareFile links to a Help Center and Community from its site. · sharefile.com, 7 Oct 2026
- Third-party app limits
- The integrations page says customers must independently obtain applicable third-party licenses and that some third-party applications or services may be limited or unavailable. · sharefile.com, 7 Oct 2026
- Trial
- The plans page offers a free trial for Premium, Enterprise and Virtual Data Room; it does not state the trial duration on the opened page. · sharefile.com, 7 Oct 2026
- Zero-knowledge encryption
- No · sharefile.com, 20 Sept 2026
Where ShareFile stands on Freedom251
- Client Portal Software#9 of 17
- Cloud Content Collaboration Software#23 of 30
- Cloud storage#53 of 66
- Cloud Storage Services#57 of 64
- File Sharing Software#43 of 47
