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Ratings and Reviews 12 Ratings

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What is fileplan?

In the realm of business, daily operations are intricately tied to the management of documents and emails to ensure smooth functioning. Fileplan builds trust in your organization by providing a structured system for filing, along with strong document management and collaboration features. Teams that are always on the move need quick access to important files, enabling them to find what they require without the frustration of navigating through duplicates or figuring out which version is the latest. With Fileplan, your team benefits from the convenience of remote access, allowing for productive collaboration from any location while keeping a close watch on project-related documents. Certain essential documents, like those detailing your company's contractual obligations or ISO-certified processes, require careful oversight and management over time. Fileplan expertly manages the complete lifecycle of each essential document, ensuring that the security and integrity of your emails and files remain a top priority. This all-encompassing strategy not only enhances operational effectiveness but also cultivates a sense of responsibility and transparency within the organization. As a result, employees are empowered to work more efficiently and confidently.

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.

Media

Media

Integrations Supported

Integrations Supported

Axonius
Censornet MFA
Clarity Security
Cloud FastPath
Crowdin
Data Identification Managerâ„¢
Device Magic
Diplomat MFT by Coviant Software
Formstack
Formstack Documents
GS RichCopy 360 Enterprise
Indent
Make
Movebot
Progress Automate MFT
QuickBooks Online
QuickBooks Online Advanced
Salesforce
ShareFile Virtual Data Room
Xero

API Availability

API Availability

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$16.50 per month
3 users minimum
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Radix Software

Date Founded

2010

Company Location

Australia

Company Website

www.fileplan.com

Company Facts

Organization Name

Progress Software

Date Founded

1981

Company Location

United States

Company Website

www.sharefile.com

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
Email Management
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

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

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