ShareFile
sharefile.comSummary
Ask questionsShareFile is a secure file sharing and collaboration platform designed for businesses. It offers features like automated workflows, e-signatures, client portals, and integrations with various third-party applications and cloud storage services. The platform focuses on streamlining document management, ensuring compliance, and enhancing productivity for teams of all sizes.
Features10/31
See allMust Have
5 of 9
Semantic Search
Automated Sorting Rules
Cloud Storage Integration
Automated Folder Organization
File Editing & Renaming
AI File Chat
Privacy Controls
Conversational AI Interface
User Feedback Learning
Other
5 of 22
Cloud Storage Integrations
Local File System Access
Security & Privacy Controls
Multi-tier Pricing Plans
Cross-platform Support
Feedback-Driven Refinement
Manual Approval Workflow
Demo Mode
Local File Access
Usage Credits & Quotas
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Advanced AI Model
Data Encryption & Security
File Cleaning & Deduplication
Content-based Q&A
Version History
User Roles & Permissions
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
- Templates
- Data tables
- File drop links
- Projects
- Task management
- Full text search
- Basic client portal
- Archiving
- Dynamic watermarking
- View-only sharing and access
- CASB integration for data loss prevention (DLP)
- Key management services (KMS)
- File check in/out
- Email plug-ins for Outlook and Google Workspace
- Developer API
- Co-editing documents
- Salesforce document generation
- QuickBooks
- Network share connectors
- File export integrations
Premium
- 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
- 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
- Email plug-ins for Outlook and Google Workspace
- Developer API
- Co-editing documents
- Salesforce document generation
- QuickBooks
- Network share connectors
- File export integrations
Industry Advantage
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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 robust file sharing and management capabilities, including automated workflows, cloud storage integrations, and search functionalities. While it mentions 'New Powerful AI Tools Unveiled', the specific conversational AI and content-based Q&A features that are central to Dynbox's 'AI File Chat' and 'Content-based Q&A' are not explicitly detailed or demonstrated as core functionalities. The AI mentioned seems more geared towards security and recommendations rather than direct conversational file manipulation. However, it does offer automated sorting, cloud integration, and search, which align with some of the core features.
