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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 SendSafely?

Email attachments and consumer file-sharing links were never built for tax returns, medical records, legal discovery or customer logs. SendSafely replaces them with end-to-end encrypted delivery, built for organizations that answer to auditors. Encryption runs client-side. SendSafely stores only part of each key, so its servers alone cannot decrypt customer files. Recipients open what you send in a standard web browser after a PIN check; there is no app to download. Support, finance and legal teams reach SendSafely through plugins for the platforms they already use: Salesforce, Zendesk, Freshdesk, Fin, Slack, Outlook and Gmail. Dropzones let you request uploads from clients securely. Halo extends that protection to AI agents handling customer data, and developers can automate transfers through the API, SDKs and MCP server. Administrators manage access with SSO and SCIM and review a full audit trail. SOC 2 Type II; supports HIPAA, PCI DSS, GDPR and CCPA programs.

Media

Media

Integrations Supported

Microsoft Outlook
Salesforce
Axonius
Desktop.com
Diplomat MFT by Coviant Software
Formstack Documents
Nintex Process Platform
Podio
Progress Automate MFT
Proventeq
QuickBooks Online Advanced
ShareFile Virtual Data Room
Zuar Runner

Integrations Supported

Microsoft Outlook
Salesforce
Amazon Web Services (AWS)
Node.js
Python
Salesforce Agentforce Service
ServiceNow AI Agents
Slack
Zendesk

API Availability

API Availability

Has API

Pricing Information

$16.50 per month
3 users minimum
Free Trial Offered?

Pricing Information

$120/month
Team $120/mo 5 users
Business $232/mo 8 users
Enterprise Custom Pricing
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

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Progress Software

Date Founded

1981

Company Location

United States

Company Website

www.sharefile.com

Company Facts

Organization Name

SendSafely

Date Founded

2013

Company Location

United States

Company Website

www.sendsafely.com

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

Collaboration

Not specified

Email Encryption

Not specified

Encryption

Central Policy Enforcement
Drag & Drop UI
Email Encryption
Encryption Key Management
File Encryption
Public Key Cryptography

File Sharing

Audit Trail
Drag & Drop
Encryption
User Management
Workflow Management

HIPAA Compliance

Audit Management
Data Security

Managed File Transfer (MFT)

API Integration
Authentication / Auditing
Data Sharing
Encryption Support

Secure Email Gateway

End-to-End Encryption

Secure File Transfer

Not specified

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