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Average Ratings 12 Ratings

Total
ease
features
design
support

Description

Secure File Share, Secure File Transfer, CPA Secure File Share, CPA File Transfer. 1 Million Dollar Data Breach Warranty

Description

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. 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.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
AuthPoint No 
Bigtincan No 
Censornet MFA No 
Cloud FastPath No 
CloudFuze No 
Data Identification Manager™ No 
Diplomat Managed File Transfer No 
GS RichCopy 360 Enterprise No 
LinkSquares No 
LogicalDOC No 
Make No 
Podio No 
Proventeq No 
QuickBooks Online Advanced No 
Salesforce No 
Teamstack No 
Wufoo No 
Zuar Runner No 
altaFlow No 

Integrations

Microsoft Outlook Yes 
AuthPoint Yes 
Bigtincan Yes 
Censornet MFA Yes 
Cloud FastPath Yes 
CloudFuze Yes 
Data Identification Manager™ Yes 
Diplomat Managed File Transfer Yes 
GS RichCopy 360 Enterprise Yes 
LinkSquares Yes 
LogicalDOC Yes 
Make Yes 
Podio Yes 
Proventeq Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Teamstack Yes 
Wufoo Yes 
Zuar Runner Yes 
altaFlow Yes 

Pricing Details

$1.00/month
https://www.icfiles.net/pricing/
Free Trial Yes 
Free Version Yes 

Pricing Details

$16.50 per month
3 users minimum
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Service2Client

Founded

1998

Country

United States

Website

www.service2client.com/cpa-secure-file-transfer

Vendor Details

Company Name

Progress Software

Founded

1981

Country

United States

Website

www.sharefile.com

Product Features

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration No 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization No 
Search Yes 
User Management Yes 
Version Control No 
Workflow Management Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

File Sharing

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

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