This product assessment is based on a synthesis of five recent reviews covering overall satisfaction, areas of strength and weakness, ROI, and impact on client management. Progress ShareFile is primarily used for secure file sharing, particularly for large files with external parties, addressing limitations and security risks associated with email attachments. A key value proposition is secure and controlled file sharing, with 4 out of 5 reviewers highlighting the product's file-sharing capabilities, especially for large files. The platform also delivers cost savings, with one reviewer quantifying savings of $500 per year in printing and postage, and another reporting delivery of reports to clients three days faster. However, users identify areas for improvement, particularly in the user interface; 3 out of 5 reviewers found it less than ideal. Workflow also presents challenges for some, with 2 out of 5 reviewers citing difficulties in file management tasks.

Pros

Secure file sharing with access control
Efficient large file transfer
Centralized file management
User notifications for file access
Cost savings on printing and postage

Cons

Suboptimal user interface, particularly the web console
Workflow challenges in file management
Decline in ease of feedback/approval process

What positive or negative impact (i.e. Return on Investment or ROI) has Progress ShareFile had on your overall business objectives?

From 5 reviews

Summary

This report analyzes 5 recent reviews to assess the return on investment (ROI) of Progress ShareFile. Reviewers most frequently cited the positive impact of secure file sharing and cost savings. Specifically, 2 of 5 reviewers highlighted the platform's ability to securely share large files with access control, which they suggest protects revenue and premium content. Also, 2 of 5 reviewers cited cost savings, with one quantifying savings of $500 per year in printing and postage. One reviewer noted ShareFile enabled them to deliver reports to clients three days faster than before.

Related topics

Secure file sharing Cost savings

Top Quotes

Secure file sharing

“As much of our revenue comes from ad sales and job printing sales, being able to share large files over a secure platform that allows for access control definitely has an impact on our bottom line.”

Cost savings

“Has saved me $500 per year in printing/postage costs”

Describe how you use Progress ShareFile in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 5 reviews

Summary

This report synthesizes five recent reviews to understand how users employ Progress ShareFile and the business problems it addresses. A primary use case is secure file sharing, cited by 4 out of 5 reviewers. This includes sharing confidential documents with external parties and managing customer documents. A related benefit, mentioned by 3 reviewers, is the ability to transfer large files, avoiding the limitations and security risks of email attachments.

Related topics

Secure file sharing Large file transfer

Top Quotes

Secure file sharing

“We use Progress ShareFile to share files outside of our company and to remove large attachments from emails.”

Large file transfer

“We primarily use ShareFile to upload and download large files, although we have used it a bit for ad proof approval procedures.”

What impact has Progress ShareFile had on your ability to centrally manage client interactions (onboarding, document requests, etc.) or monitor access, notifications, and document versioning within your organization?

From 5 reviews

Summary

This report synthesizes 5 recent reviews regarding Progress ShareFile's impact on centralizing client interactions and monitoring document access. A notable benefit, mentioned by 3 of the 5 reviewers, is ShareFile's contribution to centralized file sharing. Prior to using ShareFile, reviewers describe file sharing practices as inconsistent and uncontrolled, but now ShareFile provides a secure, company-controlled system. Reviewers also appreciate the shared folders feature, which facilitates access to project files and improves customer service. Additionally, 2 of the 5 reviewers highlight the value of user notifications, particularly for time-sensitive documents sent to internal and external teams. These notifications keep users informed about file downloads.

Top Quotes

Centralized file sharing

“When it comes to centrally managing client interactions, ShareFile does add to that ability.”

Notifications and access

“Our users have enjoyed being able to get notification on when people download the files they send out.”

Please provide some detailed examples of areas where Progress ShareFile has room for improvement.

From 5 reviews

Summary

This analysis of five recent Progress ShareFile reviews identifies areas where users see room for improvement. A primary concern revolves around the user interface, with 3 of 5 reviewers finding it less than ideal. This includes specific comments about the web console's usability and a perceived decline in the ease of the feedback/approval process. Workflow also emerges as an area for potential enhancement, noted by 2 of 5 reviewers. These reviewers cite challenges related to changes in file access procedures and difficulties in file management tasks such as moving or reordering files.

Related topics

User interface issues Workflow problems

Top Quotes

User interface issues

“The web console is not the most user friendly site to use to get to, and send my files.”

Workflow problems

“We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.”

Please provide some detailed examples of things that Progress ShareFile does particularly well.

From 5 reviews

Summary

This report synthesizes 5 recent reviews to identify areas where Progress ShareFile is perceived to perform well. A recurring theme is file sharing, mentioned by 4 of the 5 reviewers. These reviewers highlight the product's ability to share large files, especially outside of the company. Complementing file sharing, 3 reviewers specifically noted the secure nature of the platform, emphasizing control over file access and secure storage capabilities. In summary, the reviews suggest that ShareFile is valued for its file sharing capabilities, particularly when coupled with secure access and storage.

Related topics

File sharing Secure storage/access

Top Quotes

File sharing

“Share large files, as the name implies”

Secure storage/access

“Give control over access to files”

Reviews

113 Reviews

ShareFile is useful when files are too big to email efficiently

Rating: 8 out of 10

May 20, 2025

Use Cases and Deployment Scope

We primarily use ShareFile to upload and download large files, although we have used it a bit for ad proof approval procedures. Sometimes we need to deliver large printable files which either won't send via email or are very slow and block up email programs. Having ShareFile gives us a way to send them with a quick link.

Pros

Share large files, as the name implies
Give control over access to files
Doesn't "nag" about running out of space unless you upgrade all the time like DropBox does

Cons

Pricing has gone up quite a bit during the time we've used it
The need for increased security has impacted usability - staff more resistant to using it now
The feedback/approval process seemed easier before, not as user friendly as it used to be, so not using it as much anymore

Likelihood to Recommend

When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

Terry Hamberg

Publisher in Corporate at Northern Kittitas County Tribune (1-10 employees)

Vetted Review

18 years of experience

View profile

The security reliability and user friendliness of ShareFile is what has kept my company with the application for almost 10 years now.

Rating: 9 out of 10

Incentivized

May 16, 2025

Use Cases and Deployment Scope

I use ShareFile as a Customer Document management and Customer Access portal. It also allows me to securely share large or encrypted files with others outside my organization or customer list. I love the security it provides for everything related to my business and personal needs.

Pros

Secure File Storage and Sharing.
Workflows to get customer/affiliate responses to comments on documents.
I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
I love the upload notifications and reports on user activity.
The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
Integrations with Microsoft 365 - FANTASTIC - thank you.

Cons

I would return to using the Right Signature feature if it were less than my Adobe Pro subscription.
If the platform could replace the features in Adobe Pro, I would consolidate to one less subscription to meet my business document management, file sharing, editing, or form completion features, as well as customer/affiliate document signatures with secure encrypted standards that meet IRS requirements.
My firm does not need all the client workflow and onboarding that the accountant plan offers, so I just can't justify the expense for my little firm and me. Some type of Sole employee user business plan pricing for the Accounting Level plan would be nice, but I know I am being unrealistic. I can't afford it.
Citrix had a significant name brand presence that would reassure those you sent documents to sign or documents to download via a link.
When I store specific folders on my computer, it can be scary when the computer link to ShareFile needs to be reset. I have lost entire years' worth of documents because the backup before resetting took too long and would stall or stop before completing the backup. I now limit the locally stored documents so I don't risk losing documents. I would love to see something or learn how to ensure everything added from my file explorer use on desktop is completely uploaded to the ShareFile cloud storage. The emails are to detailed to quickly review what was added, A more streamlined (less detailed) email notification option would help me review what has been uploaded quicker.

Likelihood to Recommend

Progress ShareFile has continued to provide the security required to be an Accountant who is an IRS E-File servicer security requirement compliant. I am a sole employee in a small business struggling with pricing increases. It is hard to pass on higher prices when my clients do not rely on file storage as much as I do. Some clients (contractors who hate to even touch a computer) have never logged in.

Verified User

Executive in Professional Services (1-10 employees)

Vetted Review

9 years of experience

Investment quarterly reports

Rating: 10 out of 10

Incentivized

May 14, 2025

Use Cases and Deployment Scope

I am a fee-only investment adviser, and I send my quarterly reports to my clients via their Progress ShareFile folders. They get a complete report package, including cover letter, software-generated report, my quarterly newsletter, and usually a whitepaper or two about a possible upcoming investment I'll be making for their portfolio.

Pros

Keeps client communication secure
Makes it easy to transmit sizable files
Expands my scope of coverage

Cons

Sign on could be more streamlined
Make it easier to move or reorder files for each client

Likelihood to Recommend

Great for report packages like an adviser has to give each quarter. I'd especially recommend it to fellow advisers.

Verified User

Partner in Finance and Accounting (1-10 employees)

Vetted Review

2 years of experience

ShareFile the great alternative to other file sharing tools

Rating: 9 out of 10

Incentivized

April 19, 2025

Use Cases and Deployment Scope

We use Progress ShareFile to share files outside of our company and to remove large attachments from emails. We had several people who would use things like Dropbox and ShareFile gives us a safer, company controlled tool that provides similar functionality.

Pros

It is great for sharing files outside the company. It offers tools to verify that the end user is the person you want to get the files and lets you do things like expire the access to the files.
The Outlook client is great at taking large files that are attached to an email and moves them to Progress ShareFile and sends out a link to the file.
It provides me with a place to store my files and gives me the ability to access those files from anywhere on almost any device.

Cons

The web console is not the most user friendly site to use to get to, and send my files.
We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

Likelihood to Recommend

Progress ShareFile has been a great tool for sharing files. When you send to outside people they get an easy link to click on to download the needed files. On the sender side you get options to have the person do things logon to get the file, just enter a name and email address, or just click on the link and download.

There are hooks to use other tools to scan for personal information like SSN or credit card numbers. Many of our users use email to send and store emails.

They have found that clicking on a link to get a file adds a bit of complexity but many have learned how to adjust to the change.

Tom Hamilton

Sr. Engineer in Information Technology at Estes Express Lines (10,001+ employees)

Vetted Review

6 years of experience

View profile

Great tool for sharing

Rating: 10 out of 10

Incentivized

April 18, 2025

Use Cases and Deployment Scope

We use ShareFile to securely share confidential documents, as well as a secure repository for external third party people or companies. It's also great to avoid sending large files over emails, as this product replace the actual file for a link do download the shared document.
Something that has been an issue is that we can't use a shared email account, that would be beneficial.

Pros

File Sharing
Access through different endpoints
Secure storage

Cons

Using service accounts (for MFPs)
UMT - could use a revamp
easier way to move content of former employees
bulk actions (like disable/delete users)

Likelihood to Recommend

pros- It's great to reduce the usage/taxing of the exchange server storage, as it let you replace any document for a link.
It's great when sending confidential and/or time sensitive docs

cons- Users may find hard to have to download the file (or get to different screens for preview)

Verified User

Engineer in Information Technology (5001-10,000 employees)

Vetted Review

4 years of experience

ShareFile Review

Rating: 7 out of 10

August 28, 2024

Use Cases and Deployment Scope

We use ShareFile to store all of our firm's documents for our business management clients & keep everything organized for each client. We have folders for each client personally & each of their entities, & within each of those we have subfolders for different document types such as AP, AR, Boookkeeping, Financial Statements, Tax Documents, Contracts, etc.

Pros

Organization
Ease of Use
Sending documents for signature

Cons

creating collections like Box has
the copy folder function
issues with it logging you out all the time

Likelihood to Recommend

ShareFile is good for any business management or accounting firm that needs to organize documents. It could improve with the login issues, I have to login multiple times for it to take, and it also logs me out periodically even if I am in the middle of working on something

Verified User

Manager in Finance and Accounting (11-50 employees)

Vetted Review

2 years of experience

ShareFile is great

Rating: 7 out of 10

Incentivized

August 26, 2024

Use Cases and Deployment Scope

We use it to upload sensitive documents that clients can then download securely. Without it, we would not be able to ensure the security our documents need. I use ShareFile every day, as do all of the other workers. Another feature we use heavily and rely on is the esignature option. That way, clients can sign documents easily.

Pros

new signature ShareFile
quick response time

Cons

clients find it really annoying to log into
clients can't always verify their identity
the signing process is not clear to clients

Likelihood to Recommend

It's awesome for me, very easy to upload documents, very easy to set up the signature but many clients come back to me and don't know how to use it. Needs to be more user friendly, easier to verify identity and easier to log into for elderly people. Elderly people find it hard to manage with. The buttons needed to be pressed should be really big and in the center of your screen, not just on the bottom.

Verified User

Account Manager in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Cutdown on workflow steps with ShareFile

Rating: 10 out of 10

Incentivized

August 20, 2024

Use Cases and Deployment Scope

We use ShareFile to create accounts for each of our contractors. We create a client folder and share the folder with the contractor that is assigned to the client. The client can upload documents for our team to review. We keep a folder for internal documents and a folder that the client can access. I also create a private folder for the owner of the business and myself for all business-related files that are private to him and myself. We use the signatures feature to send work proposals to new clients to sign which is stored in their client internal folder. We use the encrypted email to send anything that may have sensitive info or HIPAA info. We will add the customer portal link to our website so our clients can easily log into their folders. ShareFile allowed us to go from using 3 apps to 1 which allowed us to reduce some of our overhead.

Pros

signatures - Sending documents that need signatures and choosing where the document will be saved.
Encrypted email- easy to use for the sender and receiver.
Custom branding- allowed branding so customers can see they are in our company ShareFile account.
Access- Easy to select who has access to what
People- can easily see a list of people that have accounts

Cons

I have no feedback in this area just yet
Looking into templates and integrations more- not easy to see the benefit at first glance.

Likelihood to Recommend

Well suited for our needs. Allows us to give access to a branded folder to our clients that they can upload documents our team needs access to. We can control who has access to what files and what each contractor can see.

Christy Chapman

Executive Director in Corporate at Chapman Consulting Group, LLC (11-50 employees)

Vetted Review

3 years of experience

10 year user of ShareFile

Rating: 10 out of 10

Incentivized

August 20, 2024

Use Cases and Deployment Scope

ShareFile is a great alternative to Docusign as it easily allows individuals to sign documents with a simple five digit passcode (so secure but not credit check secure). Also an easy way to provide documents much like google drive or one box. I've used it for years without any issues.

Pros

Document signatures
Sending files to clients
Storing documents

Cons

I think Google Drive has better data syncing
Integration with softwares to allow higher efficiency

Likelihood to Recommend

It is a good software. Prices can be a bit high but for ease of use and for being a cloud based SaaS I think it is highly functional and meets its primary intended purpose as a secure document system that allows transfer of data. I definitely recommend the software for evaluation.

Ryan Ippolito

Partner in Finance and Accounting at MidAtlantic CPAs (11-50 employees)

Vetted Review

10 years of experience

View profile

A Great Product for the Price

Rating: 9 out of 10

Incentivized

August 20, 2024

Use Cases and Deployment Scope

We use ShareFile to securely send tax documents to clients for signature, and to send copies for their files as well.

We find it to be an easy to use product, even for our less tech-savvy clients, who seem to be perfectly capable of finding the correct forms, signing, and then having them automatically returned to us.

Pros

Returns Signed Documents
Easy-to-use for clients
Easy-to use for our firm

Cons

Would love to be able to sign client copies of returns electronically without having to use the signature feature

Likelihood to Recommend

Perfect for providing tax documents to out of area clients.
Also a great way to obtain necessary signatures on forms requiring signature.

David Horner

Tax Manager at M Dean Owen, CPA (11-50 employees)

Vetted Review

2 years of experience

Loading Reviews List....

The security reliability and user friendliness of ShareFile is what has kept my company with the application for almost 10 years now.

Rating: 9 out of 10

Incentivized

May 16, 2025

Use Cases and Deployment Scope

Pros

Secure File Storage and Sharing.
Workflows to get customer/affiliate responses to comments on documents.
I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
I love the upload notifications and reports on user activity.
The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
Integrations with Microsoft 365 - FANTASTIC - thank you.

Cons

I would return to using the Right Signature feature if it were less than my Adobe Pro subscription.
If the platform could replace the features in Adobe Pro, I would consolidate to one less subscription to meet my business document management, file sharing, editing, or form completion features, as well as customer/affiliate document signatures with secure encrypted standards that meet IRS requirements.
My firm does not need all the client workflow and onboarding that the accountant plan offers, so I just can't justify the expense for my little firm and me. Some type of Sole employee user business plan pricing for the Accounting Level plan would be nice, but I know I am being unrealistic. I can't afford it.
Citrix had a significant name brand presence that would reassure those you sent documents to sign or documents to download via a link.
When I store specific folders on my computer, it can be scary when the computer link to ShareFile needs to be reset. I have lost entire years' worth of documents because the backup before resetting took too long and would stall or stop before completing the backup. I now limit the locally stored documents so I don't risk losing documents. I would love to see something or learn how to ensure everything added from my file explorer use on desktop is completely uploaded to the ShareFile cloud storage. The emails are to detailed to quickly review what was added, A more streamlined (less detailed) email notification option would help me review what has been uploaded quicker.

Likelihood to Recommend

Verified User

Executive in Professional Services (1-10 employees)

Vetted Review

9 years of experience