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ShareFile
sharefile.comSummary
ShareFile is a secure file sharing and document workflow solution designed for businesses. It enables users to collect, share, and manage documents with features like e-signatures, workflow automation, and client portals. The platform focuses on enhancing efficiency and security in document-centric processes.
Feature Matches10/31
See all10/31
Must Have
4 of 9
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
File Editing & Renaming
AI File Chat
Semantic Search
Automated Folder Organization
Conversational AI Interface
User Feedback Learning
Other
6 of 22
Manual Approval Workflow
Cloud Storage Integrations
Security & Privacy Controls
Multi-tier Pricing Plans
User Roles & Permissions
Customizable Sorting Rules
Feedback-Driven Refinement
Demo Mode
Local File Access
Usage Credits & Quotas
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Advanced AI Model
Data Encryption & Security
Local File System Access
File Cleaning & Deduplication
Content-based Q&A
Version History
Cross-platform Support
Bulk Operations & Batch Processing
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
- 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
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
- 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
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
- 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
- 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
Virtual Data Room
$67.50 per user
- 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
- 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 robust document management with features like automated workflows, secure file sharing, and integrations with cloud storage and other applications. While it has some AI-driven features, it does not explicitly offer a conversational AI interface for file management or content-based Q&A, which are core 'must-have' features for Dynbox. It does, however, provide automated sorting rules, cloud storage integration, privacy controls, and manual approval workflows, aligning with some of the listed features.
