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Progress Software Corporation (Citrix ShareFile) · Accounting and professional services file sharing

ShareFile review

ShareFile is a long-standing secure file sharing platform, now under Progress Software, aimed particularly at accounting and professional services firms. It also offers a dedicated Virtual Data Room tier, giving it a direct deal-room option.

What it does well

  • +A specific Virtual Data Room plan exists alongside standard file sharing tiers, unlike many competitors that bolt data room features onto a generic product.
  • +It offers strong workflow integration for accounting practices, including client portals and e-signature.
  • +Published per-user pricing makes budgeting straightforward compared with quote-only rivals.

Where it falls short

  • −Entry-level Advanced plans lack the compliance depth needed for heavily regulated due diligence, requiring an upgrade to the Virtual Data Room tier.
  • −The product has changed ownership in recent years, moving from Citrix to Progress, which can create uncertainty about long-term roadmap.

Pricing

The Advanced plan starts at about $16.50 per user per month with a three-user minimum, Premium is priced higher, and a dedicated Virtual Data Room plan is priced separately at roughly $69 to $75 per user per month.

Security and compliance

ShareFile encrypts data in transit and at rest and maintains SOC 2 and ISO 27001 certifications, with detailed audit trails for e-signature and document activity.

ShareFile at a glance

ShareFile is made by Progress Software Corporation (Citrix ShareFile), based in Raleigh, North Carolina, United States. It ranks 77 of 99 platforms with a score of 6.6 out of 10. Entry price is $16.50/user/month (Advanced plan, minimum 3 users, monthly billing), access is offered as free trial, and the documented security position is SOC 2, ISO 27001, encryption in transit and at rest, e-signature audit trail. Checked 1 September 2026.

  • Structured Q&A

    Not documented

  • AI redaction

    Not documented

  • Dynamic watermarking

    Yes

  • DRM and revocation

    Yes

  • Public API

    Yes

  • SSO and SAML

    Yes

  • MCP integration

    Not documented

  • Contract management

    Not documented

  • Legal drafting

    Not documented

  • Self serve trial

    Yes

Vendor page checked: https://www.sharefile.com/plans

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