Our take for buyers
ShareFile is a secure client file sharing tool with e-signature on Premium, aimed at accounting, financial and other professional services firms. It publishes more buyer detail than most: SSO on all four plans, SCIM on Enterprise, and HIPAA and SEC and FINRA eligibility on Premium and up. Founding details and headquarters are not published on the vendor pages. That makes it easier to shortlist than most vendors in this category.
G2 shows 4.1 from 1,466 reviews. It fits teams with many external clients, since client users are unlimited. It does not fit single users, who face a 3-license minimum, or teams that want a general-purpose team drive. Audit log details and data residency are not published, so those need a question to the vendor.
- Best for
- Accounting and financial firms needing HIPAA or SEC+FINRA-eligible sharing (Premium and up)
- Starting price
- $16.50 per user/month (Advanced)
- G2 rating
- 4.1 (1,466 reviews)
What is ShareFile?
Secure client file sharing and document workflow tool with e-signature, aimed at professional services firms. Accounting and financial firms that exchange documents with many outside clients should look at it, since client users are unlimited. HIPAA and SEC plus FINRA eligibility starts at Premium, as does e-signature. A license minimum of three rules out single users.
Category: Cloud Storage and File Sharing
ShareFile key features
ShareFile features, checked October 24, 2026| Criterion | What we found |
|---|
| Storage per user and limits | 3 TB account storage, 1 TB aggregated per license; 3 TB packs addable. |
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| Sharing and permission controls | View-only restrictions, file drop links, dynamic watermarking (Premium) |
|---|
| Real-time collaboration and editing | Co-editing and check-in/out on Advanced; e-signature on Premium. |
|---|
| Security and encryption | Encrypted storage and sharing, MFA; SIEM, DLP, UEBA on Enterprise. |
|---|
| Compliance certifications | HIPAA and SEC+FINRA eligibility on Premium and up. |
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| Version history and recovery | File versioning on all plans. |
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| Integrations | Salesforce and QuickBooks (Premium) |
|---|
| Pricing model and transparency | Per user, 3 user minimum (VDR 5) |
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| Target company size | SMB to mid-market. |
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ShareFile plans and pricing
ShareFile plans as published on October 24, 2026| Plan | Price | Unit | Notes |
|---|
| Advanced | $16.50 / $18.15 | per user/month | two prices shown unlabeled; likely annual/monthly; 3 users min |
|---|
| Premium | $26.00 / $28.59 | per user/month | e-signature, workflows, HIPAA, SEC+FINRA |
|---|
| Enterprise | $35.00 / $42.00 | per user/month | SCIM, SIEM, DLP |
|---|
| Virtual Data Room | $69.30 / $77.00 | per user/month | 5 licenses min |
|---|
Multi-year requires sales.
Who should shortlist ShareFile
A strong fit for
- Accounting and financial firms needing HIPAA or SEC+FINRA-eligible sharing (Premium and up)
- Teams with many external clients (client users unlimited on all plans)
A weak fit for
- Single users: 3 license minimum on all but VDR (5)
- Teams wanting a general-purpose team drive.
ShareFile alternatives
EgnyteMid-size firms wanting governance and ransomware detection on file storage. 
BoxRegulated organizations needing FedRAMP Moderate or HIPAA (Enterprise tier) 
Dropbox BusinessSmall teams (Standard is available from 1 user) wanting simple sync and sharing. 
TresoritRegulated teams (HIPAA, legal, finance) that need zero-knowledge encryption. 
Google DriveTeams already on Google Workspace email and Docs. 
Security, admin and compliance
Published: SSO on all plans, SCIM on Enterprise, MFA and encrypted storage and sharing, and SIEM, DLP and UEBA on Enterprise. HIPAA and SEC and FINRA eligibility start at Premium. Not published: audit log details, data residency and a DPA, so ask for those. On contract, monthly or annual billing is set at sign-up and annual cannot revert to monthly, and multi-year terms go through sales. SEC and FINRA archiving carries a 200 GB per user fair use limit.
- SAML SSO
- All plans.
- SCIM provisioning
- Enterprise.
Contract and buying terms
- Contract
- Monthly or annual; multi-year through sales.
- Starting price
- $16.50 per user/month (Advanced)
- Pricing model
- Per user.
- Free plan or trial
- Free trial.
What to test in a ShareFile demo or trial
Test the client-facing flows first: file drop links, view-only restrictions and dynamic watermarking, which is a Premium feature. Run a real document through e-signature and workflows on Premium. If you are in a regulated sector, confirm the SEC and FINRA archiving behavior against the 200 GB per user fair use limit. Check Salesforce and QuickBooks integrations on Premium. Verify that file versioning and co-editing with check-in and check-out on Advanced fit how your staff actually work.
Questions to ask ShareFile before you sign
These are the points ShareFile's public pages leave open. Get the answers in writing before procurement signs off.
- Which plan includes audit logs, and how long are they kept?
- Where is our data stored, and can we choose the region?
- Can we sign your standard DPA without changes?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- SCIM provisioning only on Enterprise, while SSO is on all four plans.
- Billing choice is locked: annual cannot revert to monthly.
- SEC+FINRA archiving has a 200 GB per user fair use limit.
- Client users are unlimited on all plans.
ShareFile FAQ
What is ShareFile used for?
Accounting and financial firms that exchange documents with many outside clients should look at it, since client users are unlimited. HIPAA and SEC plus FINRA eligibility starts at Premium, as does e-signature. A license minimum of three rules out single users. It suits accounting and financial firms needing HIPAA or SEC+FINRA-eligible sharing (Premium and up).
Does ShareFile support SAML SSO?
The vendor lists SSO on all four plans. SCIM provisioning is limited to the Enterprise plan.
Is ShareFile HIPAA compliant?
HIPAA and SEC and FINRA eligibility are listed on Premium and up. Ask the vendor for the signed agreement and compliance documents, as the DPA and data residency are not published.
Who is ShareFile best for?
Accounting and financial firms that need HIPAA or SEC and FINRA eligible sharing, and teams with many external clients, since client users are unlimited on all plans.
Sources
Every fact on this page comes from ShareFile's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.
Sources (1)
- pricing page (sharefile.com)
