ShareFile review

ShareFile is less a document management system than a secure way for firms to store files and exchange them with clients, and for many accounting and legal offices that is the job. The Advanced plan costs $16.50 per user per month paid annually, or $18.15 monthly, with a 3 user minimum, and covers encrypted storage and sharing, secure email integrations, real-time co-editing, granular access controls and basic reporting. Premium, at $26, adds an enhanced client portal with e-signature, document requests, tasks, forms and workflow automation, plus support for HIPAA, FINRA and SEC compliance and AI document generation. Enterprise, at $35, adds automated user provisioning, data loss protection and security monitoring integrations. A Virtual Data Room plan at $69.30 per user, minimum 5 users, targets audits and deals. ShareFile also offers on-premises and hybrid storage through sales. Offices that need metadata, records retention or scanning should look at a full DMS.

Who it is for

Accounting, legal and financial firms that exchange documents with clients through a secure portal.

Price

Advanced $16.50 per user per month paid annually, minimum 3 users; Premium $26; Enterprise $35.

Advanced Secure File Sharing for Teams $ 18.15 $ 16.50 Per user/month Minimum of 3 users
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Encrypted file storage and sharing with granular access controls
• Secure email integrations and real-time co-editing
• Client portal with e-signature, requests, tasks and forms on Premium
• Support for HIPAA, FINRA and SEC regulatory compliance on Premium
• Virtual data room plan with watermarking and NDA enforcement

Strengths and weaknesses

• Strength: Low entry price for secure client file exchange
• Strength: Client-facing requests and e-signature on Premium
• Strength: On-premises and hybrid storage available
• Weakness: Lighter on metadata and records management than a full DMS
• Weakness: Workflow automation and e-signature need Premium
• Weakness: Minimum of 3 users

Key facts

• Cheapest plan: Advanced, $16.50 per user per month paid annually
• Minimum users: 3, or 5 on the data room plan
• Compliance: HIPAA, FINRA and SEC support on Premium

Where it ranks

ShareFile is No. 10 in our Best Document Management Software verdict.