ShareFile Reviews & Ratings

ShareFile

4.6 out of 5 stars

Ratings and Reviews 12 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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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 Qbox?

Qbox serves as a robust collaboration platform designed to streamline accounting processes by combining essential features like file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a single, user-friendly dashboard. Users can collaborate seamlessly on various documents, including QuickBooks, MS Access, Word, Excel, and PowerPoint, with automatic updates and file locking mechanisms in place to prevent conflicts, while also supporting QuickBooks attachments in formats such as PDF, DOC, XLS, JPG, and PNG alongside company files. Its simple setup process requires no complex installation; users just need to grant access to their QuickBooks Desktop files, after which Qbox manages version control and synchronization, enabling secure, cloud-based collaboration for those engaged in monthly reviews. Furthermore, Qbox easily integrates with over 300 applications that work with QuickBooks, and it maintains top-tier security through 256-bit SSL encryption, with all data securely housed in AWS data centers to safeguard sensitive financial information. This comprehensive blend of functionality and security positions Qbox as a preferred choice for businesses aiming to improve their accounting efficiency and collaborative efforts. Ultimately, such a powerful tool can significantly transform how teams handle their financial operations and communication.

Media

Media

Integrations Supported

QuickBooks Online
AuthPoint
BlueCamroo
CloudFuze
Formstack
GS RichCopy 360 Enterprise
LinkSquares
Make
Movebot
Progress Automate MFT
QuickBooks Online Advanced
StructionSite
Symphony OCR
Teamstack
altaFlow

Integrations Supported

QuickBooks Online
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft Word

API Availability

API Availability

Pricing Information

$16.50 per month
3 users minimum
Free Trial Offered?

Pricing Information

$5 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

CoralTree

Date Founded

2009

Company Location

United States

Company Website

www.coraltreetech.com/qbox

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

File Sharing

Not specified

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