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What is ShareFile?

Progress® ShareFile® is an AI-powered document collaboration platform designed to help businesses run client work from start to finish—securely, efficiently and with less friction. Built for organizations that handle sensitive information—such as accounting, legal and financial services—ShareFile software goes beyond traditional file transfer tools to support a more connected end-to-end client experience. From document collection and collaboration to approvals, e-signatures and secure storage, ShareFile software unifies the key stages of client work in a single, secure platform. ShareFile combines secure file transfer, client portals, document workflow automation and eSignature capabilities into one solution, helping teams move work—and revenue—faster while protecting sensitive data. By unifying people, processes and data into a single platform, ShareFile software helps reduce tool sprawl, simplify workflows and enables teams to scale client work without increasing complexity. Benefits can include: faster turnaround times, improved client satisfaction and stronger business outcomes.

What is EasyFile CMS?

The difficulties that come with traditional methods of managing accounts payable and associated tasks are well acknowledged. The process of manual data entry followed by filing documents can be time-consuming, expensive, and prone to errors. Navigating approval workflows can be complicated, and finding specific documents often becomes a tedious task. Moreover, costs related to paper, filing systems, and the physical space required for them can accumulate rapidly. Adopting automated solutions for accounts payable and document-heavy operations is made straightforward with the AP Workflow offered by EasyFile CMS. This workflow management system is designed to simplify both document processing and labor-intensive tasks, creating a seamless user experience. Additionally, since EasyFile developed this automation solution, the AP Workflow is specifically crafted to integrate smoothly with your organization’s existing practices, regulations, and culture, thereby minimizing the learning curve and enhancing the speed of return on investment. Should you need help at any stage, dependable support is always available to assist you. This all-encompassing strategy not only boosts productivity but also contributes to a more efficient and organized work atmosphere, leading to improved overall performance.

Media

Media

Integrations Supported

Basecamp
Bigtincan
Cloud FastPath
Crowdin
Diplomat MFT by Coviant Software
DoubleClue
Formstack
GS RichCopy 360 Enterprise
Microsoft Outlook
Nintex Process Platform
Progress Automate MFT
Proventeq
QuickBooks Online
QuickBooks Online Advanced
Salesforce
ShareFile Virtual Data Room
StructionSite
Teamstack
Zuar Runner
altaFlow

Integrations Supported

API Availability

API Availability

Pricing Information

$16.50 per month
3 users minimum
Free Trial Offered?

Pricing Information

$59.95 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Progress Software

Date Founded

1981

Company Location

United States

Company Website

www.sharefile.com

Company Facts

Organization Name

Information to Imaging Technologies

Date Founded

2000

Company Location

United States

Company Website

www.infotoimage.com/accounts-payable/

Categories and Features

Content Collaboration

Not specified

Digital Signature

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Marketing Calendar

Not specified

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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