Citrix ShareFile

Citrix ShareFile is now marketed as Progress ShareFile after Progress acquired the business in October 2024. The platform combines secure file exchange, cloud document storage, client portals and workflow tools.

ShareFile began in Raleigh in 2005, founded by Jesse Lipson. It serves organizations that exchange confidential documents with employees, clients, customers and external partners.

Its plans support secure links, file requests, permissions, versioning, synchronization, reporting and mobile access. Higher tiers add electronic signatures, workflow automation, AI-assisted document features and virtual data rooms.

ShareFile supports encrypted file storage, secure sharing links, link expiration, password protection, granular permissions and activity tracking. Users can request files through upload links without exposing internal folders.

Desktop applications support Windows and macOS synchronization. Mobile applications support iOS and Android access, offline controls, passcodes and remote data protection settings.

Premium plans add client portals, forms, tasks, document request lists, workflow automation, electronic signatures and AI-powered document automation. Industry Advantage adds accounting-specific tax engagement workflows.

The Virtual Data Room plan supports controlled document exchange for transactions, audits and litigation. Features include participant permissions, activity tracking, watermarking and NDA enforcement.

ShareFile does not provide a free permanent plan on its public plans page. Listed prices use per-user monthly billing and show lower rates when billed annually.

Advanced costs $16.50 per user monthly with annual billing, or $18.15 with monthly billing. It requires at least three users and includes secure sharing, storage, synchronization and access controls.

Premium costs $26.00 per user monthly with annual billing, or $28.60 with monthly billing. It requires at least three users and adds portals, workflows, forms, requests, signatures and AI features.

Industry Advantage costs $41.67 per user monthly with annual billing, or $45.83 with monthly billing. It requires at least three users and adds accounting-focused engagement workflows.

Virtual Data Room costs $69.30 per user monthly with annual billing, or $77.00 with monthly billing. It requires at least five users and targets confidential transaction work.

Trial terms vary across official materials. ShareFile documentation describes a one-time 14-day trial, while plan pages advertise a 30-day Premium trial and documentation describes a seven-day Virtual Data Room trial.

Pros

• Strong controls for secure external file sharing and client access.
• Desktop, mobile, email and browser access support distributed teams.
• Higher plans combine portals, workflows, signatures and document collection.
• REST API, SDKs and integrations support custom automation.
• Industry-specific plans address accounting and transaction workflows.

Cons

• There is no permanent free plan listed on the public pricing page.
• Paid plans impose minimum user commitments.
• Advanced workflow and AI capabilities require higher-priced tiers.
• Public reviews report occasional synchronization, performance and authentication problems.
• Independent review sentiment about support and billing is mixed.

Microsoft SharePoint and OneDrive are natural alternatives for organizations standardized on Microsoft 365. Dropbox Business and Box provide general-purpose business file storage and collaboration.

Egnyte is comparable for governance-focused file management. DocuSign and Dropbox Sign are more specialized alternatives for electronic signatures. Datasite, Firmex and Intralinks are alternatives for transaction-oriented virtual data rooms.

Is Citrix ShareFile still the current product name?
Progress currently markets the product as Progress ShareFile. The product was previously associated with Citrix and Citrix Content Collaboration.

Does ShareFile offer a free plan?
No permanent free plan is listed on the public pricing page. Trial availability depends on the selected plan and account history.

Does ShareFile have an API?
Yes. ShareFile provides an API reference and SDK resources. The API uses OAuth 2.0 for application authorization.

What integrations does ShareFile support?
Official materials list Microsoft 365, Outlook, OneDrive, SharePoint Online, Google Workspace, Gmail, Zapier, Salesforce, QuickBooks and other catalog integrations.

Which platforms support ShareFile?
ShareFile is available through supported web browsers, Windows and macOS desktop applications, and iOS and Android mobile applications.

Is ShareFile suitable for regulated industries?
ShareFile provides compliance-oriented capabilities and plan support for areas including HIPAA, FINRA and SEC requirements. Customers remain responsible for configuration and regulatory obligations.