#1 most frequent
United States of America
80.8%1,076 installations of 1,331
What is Progress ShareFile?
ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011.
Categories & Use Cases
Media
1 / 5
Screenshot of the ShareFile dashboard
Top Performing Features
File organization
The ability to choose where files will be stored, and manage individual users' storage; includes control over file organization structure.
Category average: 8.3
Audio files
Supports audio file types, such as .mp3, .mp4, and .wav
Category average: 8.1
User and role management
Administrators can manage users and user groups by role, in terms of setting permissions for things like file access, sharing, and editing permissions.
Category average: 8.1
Areas for Improvement
Document collaboration
Users can edit files and attach comments to files.
Category average: 7.9
Reliability
Cloud storage platform is secure, all features are consistently available, and the platform maintains file integrity.
Category average: 8.3
Performance
Platform runs at a good speed on all browsers; files load and sync quickly.
Category average: 7.7
Who Buys & Uses Progress ShareFile
#2 most frequent
Canada
4.7%62 installations of 1,331
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.4%58 installations of 1,331
Pros
- Secure file sharing with access control
- Efficient large file transfer
- Centralized file management
Cons
- Suboptimal user interface, particularly the web console
- Workflow challenges in file management
- Decline in ease of feedback/approval process
ShareFile keep my client data secure.
Use Cases and Deployment Scope
It addresses the need for a secure data repository. It allows me to request and send documents securely, as well as electronically sign documents and send them for signature. I use it for all my secure data storage needs and greatly appreciate it. I recommend it to other CPAs and professionals who need a secure way to store sensitive client data.
Pros
- Stores documents for my clients securely.
- Allows me to stay organized with folders and subfolders for each client.
- With the 365 subscription, I can create documents, spreadsheets and PowerPoint presentations within ShareFile.
- Allows me to send and request files from within ShareFile.
Cons
- I'd like to better know how to use templates.
- I would like to have some pre-created templates for clients.
- I want more space within my subscription in case I ever run low on it.
- I want to be able to send templates to many clients at once, rather than one at a time.
Usability
Return on Investment
- ShareFile keeps everything secure. Clients appreciate the fact that I can give them a link to a folder, rather than uploading a number of attachments into an email.
- It shows that I care about data security.
- Clients appreciate that I am storing their paperwork in a secure location. I appreciate the lack of need for filing cabinets, and the fact I can access data on any device.
Alternatives Considered
Dropbox
Other Software Used
OLT OnLine Taxes, QuickBooks Online
Progress Sharefile Review - good tool to share info securely
Use Cases and Deployment Scope
Progress ShareFile allows for transfer of data between our company and our clients in a secure manner. The system provides a portal and secure email transfer of documents. Our business does not accept documents via unencrypted email or attachments to emails and this facilitates that process.
Pros
- Secure file storage & transfer
- Integregation with signature software
- Large file sharing via Outlook add-in app
Cons
- Allowing notes posted in the web version to be seen in the desktop app
- Permissions to be changed by admin that are not owners of the folder
- Allow file conversion to PDF when uploaded
- Suggest renaming file for ease of identification
Usability
Return on Investment
- The ability to have remote access to date via cloud storage
- Secure, cloud storage access
- Collaborative work space - sharing of documents.
Using anonymous download links via Progress ShareFile
Use Cases and Deployment Scope
Progress ShareFile is mainly used to create anonymous download-links to files we put onto our Progress ShareFile account. But you can also create anonymous download-links with e-mail notification so you get a message 'who' has done the download.
With the Progress ShareFile "connector" (I hope I use the right terminology) we have also access to a local (on-prem) fileserver. There is also a Progress ShareFile -connector, but not used this until now....
With the Progress ShareFile "connector" (I hope I use the right terminology) we have also access to a local (on-prem) fileserver. There is also a Progress ShareFile -connector, but not used this until now....
Pros
- easy and intuitive user interface
- always available (I have at least that experience)
- good support and follow-up
Usability
Return on Investment
- ROI is extreemly hard to calculate (in my situation)
Alternatives Considered
OneDrive
Progress ShareFile is a great tool to implement in your business.
Use Cases and Deployment Scope
We use Progress ShareFile in our organization to send documents to and receive documents from investors in our company. We would be forced to use a lot of paper sending various documents out throughout the year if we did not have Progress ShareFile, which would be wasting a lot of time and money. We also appreciate that our users can access the documents on an ongoing basis rather than only once when it is sent.
Pros
- The user interface is very easy to navigate and understand. We appreciate this from our end as we set up a large number of users, but it is also helpful for those outside our company who do not use it very often. Once they log back in to retrieve a file they need, the navigation is like riding a bike.
- The cost of Progress ShareFile is very affordable considering its impressive volume of uses and customization abilities.
- Our external users do not access Progress ShareFile very frequently, so the biggest issue we encounter is them forgetting their email or password. It is great that we can go into their profile and reset their password ourselves and help them through every step of the process to regaining access. The process is seamless.
- We appreciate that Progress ShareFile can be added to your company's network for easy access as well.
Return on Investment
- We used to waste hours sending out emails to a large number of clients and now all of that time is saved by uploading documents to Progress ShareFile.
- We now have no concerns about securely transferring documents to the intended parties. This used to be a source of stress that has now been eliminated.
- We also save a large amount of time being able to access Progress ShareFile from our company network. We do not need to login to the website each time we need to access a document, but instead can quickly and securely access what we need in the same place we would our own internal documents.
Other Software Used
ClickUp, QuickBooks Online, Restaurant365, Delaget, Zoom Phone, Paylocity, Ramp, Xenia
Works great for Deals
Use Cases and Deployment Scope
We use Progress ShareFile to store Closing Books after completion of an M&A transaction internally and with shared accounts with our clients. We also use ShareFile to upload and then to distribute Closing Books after completion of an M&A transaction when ZipFile distribution is too large to send in an email to specific recipients.
Pros
- User friendly
- Provides option to send via email or in a link
- Easy to change the authorized recipients
Cons
- Keep the links available forever without an expiration
- Allow users to access a link without registration
Usability
Return on Investment
- Saves time instead of loading documents onto a flash drive and distributing manually.
- Provides secure messaging for personal documents or documents with protected information for client confidentiality.
Alternatives Considered
Datasite Diligence Virtual Data Room, iDeals Virtual Data Rooms, Firmex Virtual Data Room and SS&C Intralinks DealCentre
Other Software Used
Firmex Virtual Data Room, SS&C Intralinks DealCentre, Datasite Diligence Virtual Data Room, Dropbox, Google Drive
