ShareFile
sharefile.comSummary
Ask questionsShareFile is a secure document workflow and file sharing software that enables businesses to manage, share, and collaborate on documents securely. It offers features like e-signatures, client portals, and integrations with various business applications to streamline document-centric processes.
Features15/31
See allMust Have
6 of 9
Semantic Search
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
Automated Folder Organization
File Editing & Renaming
AI File Chat
Conversational AI Interface
User Feedback Learning
Other
9 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
Cross-platform Support
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
Bulk Operations & Batch Processing
Customizable Sorting Rules
Notifications & Reminders
PricingSubscription
See allAdvanced
- Encrypted file storage and sharing
- Secure email integrations and real time co-editing
- Granular access controls and basic reporting
Premium
- Client collaboration tools - e‑signature, requests, tasks, forms, workflow automation
- Custom-branded client portals
- Support HIPAA, FINRA and SEC regulatory compliance
- AI-powered document automation and templates
Industry Advantage
- Pre-built templates for tax engagements
- Bulk onboard clients for accounting engagements
- Unified view of all engagements in one place
Virtual Data Room
- Granular user permissions and document controls
- Real-time activity tracking and analytics
- Watermarking, NDA enforcement, and deal room readiness
Rationale
ShareFile offers secure document workflow and file sharing, with features like automated workflows, file encryption, and integrations with cloud storage services. While it mentions 'New Powerful AI Tools' and 'AI-driven secure share recommender', it lacks explicit conversational AI for file management or content-based Q&A, which are core to Dynbox's offering. It does, however, provide automated sorting, cloud integration, privacy controls, and semantic search capabilities.
