ShareFile
sharefile.comSummary
ShareFile is a secure file sharing and workflow automation platform designed for businesses of all sizes. It provides features like encrypted file sharing, e-signatures, client portals, and integrations with popular business applications. ShareFile focuses on data security, compliance, and streamlining document-centric workflows.
Features8/15
See allMust Have
3 of 5
Semantic Search
Cloud Storage Integration
Privacy Controls
AI File Chat
Automated Sorting Rules
Other
5 of 10
Manual Approval Workflow
Local File Access
Multi-User Collaboration
Enterprise SSO & Compliance
Data Encryption & Security
Feedback-Driven Refinement
Demo Mode
Usage Credits & Quotas
Centralized Team Billing
Advanced AI Model
PricingSubscription
See allAdvanced
- Threat detection alerts
- Encrypted email
- Feedback & approval
- Email plug-ins for Outlook and Google Workspace
- Anytime, anywhere access
- File encryption
- File sync and versioning
- Secure file sharing
- File sharing via hyperlink for both client and employee users
- Unlimited client users
- Custom branding
- Desktop and mobile applications
- File link expiration
- Device security
- Multi-factor authentication
- Active Directory and single sign-on (SSO)
- Dedicated support
- All the storage you need
- User management tool
- Activity logs and reports
- Personal cloud connectors
- Feedback & approval
- Folder creation templates
- File drop links
- Projects
- Task management
- Full text search
- Basic client portal
- Archiving
- Encrypted email
- Threat detection alerts
- Dynamic watermarking
- View-only sharing and access
- Email plug-ins for Outlook and Google Workspace
Premium
- All Advanced features plus:
- All the e-signatures you need
- Rapid client onboarding
- Document request lists
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Information request
- Automated workflows
- Templates
- Data tables
- Knowledge-Based Authentication (KBA)
- Document templates
- Bulk send
- Document packager
- Document request lists
- Projects
- Task management
- Full text search
- Information request
- Basic client portal
- Advanced client portal
- Archiving
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Email plug-ins for Outlook and Google Workspace
- All the e-signatures you need
- Rapid client onboarding
- Document request lists
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Information request
Industry Advantage
- All Premium features plus:
- Pre-configured accounting workflows
- Integrated client onboarding
- Customized tax user experience
- Ready-to-use custom tax templates
- Automated engagement letters
- Easily import files from popular accounting programs
- Pre-configured accounting workflows
- Integrated client onboarding
- Customized tax user experience
- Ready-to-use custom tax templates
- Automated engagement letters
- Easily import files from popular accounting programs
Virtual Data Room
- All the e-signatures you need
- Click trails
- Visibility analytics and reporting
- 1 GB of account storage per license
- Click trails
- Visibility analytics and reporting
- 1 GB of account storage per license
Rationale
ShareFile offers secure file sharing, storage, and workflow automation, which aligns with the broader concept of file management. While it doesn't explicitly mention 'AI File Chat' or 'Automated Sorting Rules' as described for Dynbox, it does have 'AI-driven secure share recommender' and 'Automated workflows' which are related. It strongly matches on semantic search, cloud storage integration, privacy controls, manual approval workflow (through review/adjust/override AI decisions), local file access (desktop app sync), multi-user collaboration, enterprise SSO, and data encryption/security. The core AI-powered organization features of Dynbox are not fully present, but ShareFile is moving in that direction with its AI principles and features.
