ShareFile
sharefile.comSummary
Ask questionsShareFile is a secure file sharing and workflow automation platform designed for businesses. It offers features like integrated e-signatures, client portals, and customizable workflows to streamline document management and collaboration. The platform supports various integrations and provides robust security features for data protection.
Features12/31
See allMust Have
4 of 9
Semantic Search
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
AI File Chat
Automated Folder Organization
Conversational AI Interface
File Editing & Renaming
User Feedback Learning
Other
8 of 22
Manual Approval Workflow
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Data Encryption & Security
Cloud Storage Integrations
Security & Privacy Controls
Multi-tier Pricing Plans
Feedback-Driven Refinement
Demo Mode
Local File Access
Usage Credits & Quotas
Advanced AI Model
Local File System Access
File Cleaning & Deduplication
Content-based Q&A
Version History
User Roles & Permissions
Cross-platform Support
Bulk Operations & Batch Processing
Customizable Sorting Rules
Notifications & Reminders
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
- Minimum of 3 users
Premium
- 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
- Minimum of 3 users
Industry Advantage
- 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
- Minimum of 3 users
Virtual Data Room
- All the e-signatures you need
- Click trails
- Visibility analytics and reporting
- 1 GB of account storage per subscription
- 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
- Minimum of 5 users
Rationale
ShareFile offers automated workflows and integrations with cloud storage services, aligning with the core concept of file organization. It also emphasizes security and privacy controls. However, it lacks explicit mentions of conversational AI for file management, content-based queries, or AI-driven file cleaning/renaming, which are central to Dynbox's unique value proposition. While it mentions 'AI-driven secure share recommender', this is not the same as conversational AI for file organization.
