ShareFile

ShareFile


store and share client statements, financial reports, contracts and more.
Archiving features
Satisfy record-keeping regulations
CRM integrations
Improve file access, sorting and uploading
Client vault
Easy tools let your clients send
and receive confidential files

No credit card required.
Start your free 30-day trial. No credit card required.
Call now to discuss feature packages and pricing that are built
for your business:
1-800-441-3453.

ShareFile integrations
Add ShareFile to RedTail, Worldox or Trumpet to streamline
report access and distribution, eliminate manual sorting and
simplify upload of multiple documents.
Learn more about our partners

"The amount of information that needs to be exchanged in any given deal, whether it’s a venture deal or a real estate deal, is massive… I use ShareFile for everything."
— JT Vaughn, Senior Analyst for Cherokee Investment Partners
"Having used ShareFile for over five months now, it is an integral part of our daily communications with both clients and prospective clients."
—David Gratke, Gratke Wealth, LLC Read more about how financial advisors
use ShareFile
"Energy One uses ShareFile to securely transfer information between employees and members. It is also used to send documents to our board members. We have been proudly using this service since 2009."
— Elizabeth Armstrong, Energy One Federal
Credit Union Read the fact sheet
A better client vault solution? Joel P. Bruckenstein reviews Citrix ShareFile in Financial Advisor
(July 2012).
Read the article
Looking for a virtual data room?
ShareFile offers a robust data room solution for managing highly complex and confidential
transactions, such as due diligence, mergers and acquisitions, and audits.
Learn more

From <http://www.sharefile.com/industries/Financial/?src=direct&v=e&cat=1>
pricing for business
Storage and employee accounts can be added to any plan to meet your needs. Call
1.800.441.3453 for customized plans and pricing.
Basic
$29.95*/mo.
5 GB
Storage/Bandwidth
2
employee accounts
• Unlimited client users
• Custom branding
• 24/7 telephone and email support
• Encrypted transfer and storage
Start a free 30-day trial today. No credit card required.

Professional
$59.95*/mo.
10 GB
Storage/Bandwidth
10
employee accounts
• Unlimited client users
• Custom branding
• 24/7 telephone and email support
• Encrypted transfer and storage
PLUS
• Plugin for Microsoft Outlook
• Desktop Sync
• Mobile Access
Corporate
Plans starting at
$99.95*/mo.
20 GB
Storage/Bandwidth
20+
employee accounts
• Unlimited client users
• Custom branding
• 24/7 telephone and email support
• Encrypted transfer and storage
PLUS
• Plugin for Microsoft Outlook
• Desktop Sync
• User Management Tool
• Mobile Device Security
Enterprise
1.855.216.4330
Call the Enterprise team
for a custom quote.
Designed for the needs of Enterprise IT. Choose where data is stored, send large files up to 100GB, and scale to include thousands of employees. Learn more.
• Unlimited client users
• Custom branding
• 24/7 telephone and email support
• Encrypted transfer and storage
PLUS
• Plugin for Microsoft Outlook
• Desktop Sync
• User Management Tool
• IT Managed Follow-Me Data
• Enterprise Directory Integration
• Store Data On or Off Premises

*Pricing shown above is based on quarterly or annual billing. Billing rates for month to month billing are $32.95, $69.95, and $119.95 respectively.
We accept payment using Visa, MasterCard, or American Express. For customers that prefer not to use a credit card, invoice billing is also available on an annual basis.
New to ShareFile?
Meet our customer care team. Watch the video here.

Looking for a Virtual Data Room solution?
Citrix ShareFile Virtual Data Room is the ideal tool for managing mergers and acquisitions, due diligence, private equity and venture capital deals, and any other complex, highly confidential transaction.
• + Set it up fast and easy, no software required.
• + Share information instantly with all stakeholders.
• + Easily control and track confidential documents.
Prices start at $295. Register for a demo today!

From <http://www.sharefile.com/industries/business/pricing.aspx?src=direct&v=e&cat=1>

Citrix ShareFile is the easiest way to share large business files with one person or a hundred. Just click the Send a File link on the navigation bar, enter an email address and upload your file.
• + Easily integrate ShareFile into your workflow
• + Upload files up to 10 GB in size
• + Get support and help with setup from our customer care team
Professional
Your account comes with a variety of features that help you seamlessly integrate ShareFile into your day-to-day operations. Our graphic design specialists even customize your ShareFile portal to match your company logo and website – at no extra charge.
• + Create online folders
• + Confirm that clients have received files with tracking and email alerts
• + Access files from any PC, Mac or mobile device
Secure
With ShareFile, you can be confident that your data is secure. SSAE 16 audited datacenters and AES 256-bit encryption ensure the privacy of confidential files during transfer and in storage.
• + Send and receive files with up to SSL/TLS 256-bit encryption
• + Determine which files users may see and which actions they can take with granular folder permissions
• + Use customizable security settings to manage passwords, mobile data and more
Desktop tools and mobile apps you'll love
Desktop Widget
Efficiently upload, download, and delete files without ever launching a web browser. More.
Plugin for Outlook
Easily send new files, and request files directly from Microsoft Outlook. More.
Mobile Tools
ShareFile offers a full suite of mobile tools for all of the popular phone and tablets. More.
E-Signature
Add Right Signature to your ShareFile account to get important documents signed electronically. Call
1-855-872-4016 for a demo or to learn more.
Sync
Synchronize folders within your account with folders on your computer for automatic updates and backup of your data. More.

From <http://www.sharefile.com/industries/Business/features.aspx?src=direct&v=e&cat=1>

Request a Quote


Get a Quote