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ShareFile (Citrix)
sharefile.comSummary
ShareFile is a secure document workflow and file sharing platform designed for businesses. It offers features for organizing, storing, and accessing files, automating tasks, collaborating with clients through secure portals, and integrating with other business tools.
Feature Matches15/31
See all15/31
Must 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 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
- 1 GB of account storage per subscription
- User management tool
- Activity logs and reports
- Personal cloud connectors
Premium
$25.00 per user
Popular- 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
- 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
- 1 GB of account storage per subscription
- User management tool
- Activity logs and reports
- Personal cloud connectors
- Feedback & approval
- Automated workflows
- Rapid client onboarding
- Folder creation templates
- Templates
- Data tables
Industry Advantage
$41.67 per user
- 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
- 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
- 1 GB of account storage per subscription
- 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 document generation
- QuickBooks
- Network share connectors
- File export integrations
Virtual Data Room
$67.50 per user
- Email alerts
- Full-text search
- HIPAA Support
- Dynamic watermarking
- Folder Q&A
- 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
- 1 GB of account storage per subscription
- 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 document generation
- QuickBooks
- Network share connectors
- File export integrations
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.
