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ShareFile
sharefile.comSummary
ShareFile is a secure content collaboration platform that enables businesses to share, store, and manage files, and automate workflows. It offers features like e-signatures, client portals, and integrations with various business applications to streamline document-centric processes.
Features9/15
See all9/15
Must Have
4 of 5
Semantic Search
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
AI File Chat
Other
5 of 10
Manual Approval Workflow
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Data Encryption & Security
Feedback-Driven Refinement
Demo Mode
Local File Access
Usage Credits & Quotas
Advanced AI Model
PricingSubscription
See allSubscription
Advanced
$16.00 per user
- 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
- Automated workflows
- Folder creation templates
- Templates
- Data tables
- All the e-signatures you need
- Knowledge-Based Authentication (KBA)
- Document templates
- Bulk send
- Document packager
- File drop links
- Document request lists
- Projects
- Task management
- Full text search
- Information request
- Basic client portal
- Advanced client portal
- Archiving
- Automated threat remediation
- Dynamic watermarking
- View-only sharing and access
- CASB integration for data loss prevention (DLP)
- Key management services (KMS)
- File check in/out
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Click trails
- Folder Q&A
- Visibility analytics and reporting
- Terms and conditions for users
- Developer API
- Co-editing documents
- Salesforce
- QuickBooks
- Network share connectors
- File export integrations
Premium
$25.00 per user
Popular- All Advanced features
- All the e-signatures you need
- Rapid client onboarding
- Document request lists
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Information request
- 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
- Automated workflows
- Folder creation templates
- Templates
- Data tables
- Knowledge-Based Authentication (KBA)
- Document templates
- Bulk send
- Document packager
- File drop links
- Projects
- Task management
- Full text search
- Basic client portal
- Advanced client portal
- Archiving
- Encrypted email
- Threat detection alerts
- Automated threat remediation
- Dynamic watermarking
- View-only sharing and access
- CASB integration for data loss prevention (DLP)
- Key management services (KMS)
- File check in/out
- Click trails
- Folder Q&A
- Visibility analytics and reporting
- Terms and conditions for users
- Email plug-ins for Outlook and Google Workspace
- Developer API
- Co-editing documents
- Salesforce
- QuickBooks
- Network share connectors
- File export integrations
Industry Advantage
$41.67 per user
- All Premium features
- 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
- 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
- Automated workflows
- Rapid client onboarding
- Folder creation templates
- Templates
- Data tables
- All the e-signatures you need
- Knowledge-Based Authentication (KBA)
- Document templates
- Bulk send
- Document packager
- File drop links
- Document request lists
- Projects
- Task management
- Full text search
- Information request
- Basic client portal
- Advanced client portal
- Archiving
- Encrypted email
- Threat detection alerts
- Automated threat remediation
- Dynamic watermarking
- View-only sharing and access
- CASB integration for data loss prevention (DLP)
- Key management services (KMS)
- File check in/out
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Click trails
- Folder Q&A
- Visibility analytics and reporting
- Terms and conditions for users
- Email plug-ins for Outlook and Google Workspace
- Developer API
- Co-editing documents
- Salesforce
- QuickBooks
- Network share connectors
- File export integrations
Virtual Data Room
$67.50 per user
- All the e-signatures you need
- Click trails
- Visibility analytics and reporting
- 1 GB of account storage per license
- 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
- Automated workflows
- Rapid client onboarding
- Folder creation templates
- Templates
- Data tables
- Knowledge-Based Authentication (KBA)
- Document templates
- Bulk send
- Document packager
- File drop links
- Document request lists
- Projects
- Task management
- Full text search
- Information request
- Basic client portal
- Advanced client portal
- Archiving
- Encrypted email
- Threat detection alerts
- Automated threat remediation
- Dynamic watermarking
- View-only sharing and access
- CASB integration for data loss prevention (DLP)
- Key management services (KMS)
- File check in/out
- HIPAA eligible
- SEC+FINRA eligible
- AI-driven secure share recommender
- Folder Q&A
- Terms and conditions for users
- Email plug-ins for Outlook and Google Workspace
- Developer API
- Co-editing documents
- Salesforce
- QuickBooks
- Network share connectors
- File export integrations
Rationale
ShareFile offers robust file sharing, storage, and workflow automation features. It explicitly mentions 'Automated workflows' and 'Full text search' which aligns with automated sorting and semantic search. It integrates with various cloud storage providers like Microsoft 365 and Google Workspace, and offers desktop/mobile apps for file access. Security features like encryption, multi-factor authentication, and compliance support indicate strong privacy controls and data security. They also offer multi-user collaboration, SSO, and centralized billing for enterprise clients. While it has 'AI-driven secure share recommender', it lacks explicit AI chat functionality for file manipulation, which is a core 'must-have' for Dynbox.
