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Citrix ShareFile
sharefile.comSummary
ShareFile is a secure document workflow and file sharing platform designed for businesses of various sizes and industries. It offers features like secure file sharing, e-signatures, client portals, and workflow automation. The platform emphasizes security, compliance, and integrations with popular business tools.
Features8/15
See all8/15
Must Have
3 of 5
Semantic Search
Cloud Storage Integration
Privacy Controls
AI File Chat
Automated Sorting Rules
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
$17.60 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
- 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
Premium
$27.50 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
- 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
Industry Advantage
$45.83 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
- 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
$75.00 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
- 1 GB of account storage per license
- 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
Rationale
ShareFile is a secure document workflow and file sharing software. While it mentions "New Powerful AI Tools Unveiled" and "AI-driven secure share recommender," it does not explicitly detail AI features like 'AI File Chat' or 'Automated Sorting Rules' as described for Dynbox. It focuses more on secure file sharing, e-signatures, and workflow automation. However, it does offer semantic search (full text search), cloud storage integration, privacy controls, manual approval workflow (feedback & approval), multi-user collaboration, enterprise SSO, centralized team billing, and data encryption/security.
