Citrix ShareFile
PAIDSecure file sharing and storage for business workflows
► Exchange sensitive financial documents with clients securely and collect signatures
Product Details
■ INTELLIGENCE BRIEFING — Weekly tool drops. No spam.
PROS & CONS
STRENGTHS
- Built-in e-signature and document request features streamline client workflows
- Industry compliance certifications cover HIPAA, FINRA, and other regulations
- Client portals provide branded experience for external document exchange
WEAKNESSES
- −Pricing is higher than general-purpose cloud storage for similar capacity
- −Mobile apps have received mixed reviews for reliability and user experience
KEY FEATURES
Client Portals
Branded portals for clients to upload, download, and e-sign documents securely
E-Signatures
Request and collect legally binding signatures directly within the platform
Document Requests
Send secure links for clients to upload documents with encryption
Workflow Automation
Automate document routing and approval processes with customizable workflows
WHO IS Citrix ShareFile BEST FOR?
Accounting Firms
Exchange sensitive financial documents with clients securely and collect signatures
Law Firms
Share case documents with clients through secure branded portals
INTEGRATIONS
TECHNICAL DETAILS
FIELD REPORTS (0)
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DOSSIER
- COMPANY
- Citrix ShareFile
- HQ
- Fort Lauderdale, Florida, USA
- FOUNDED
- 2005
FILED UNDER
PRICING MODEL
BEST FOR
FINAL ASSESSMENT
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