Software / Document Management / Citrix ShareFile

Citrix ShareFile

Secure file sharing and document workflow software for organizations exchanging sensitive files with employees, clients and external partners.

Document ManagementElectronic SignatureFile Sharing
8.1/10 TechZella Score
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Editorial overview

Aggregated Overview

ShareFile provides broad secure-sharing, workflow, portal, integration and compliance features. Capterra reviews are generally favorable, while Trustpilot and some recent review comments identify billing, support and synchronization concerns.

This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.

Decision guide

Citrix ShareFile Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Platforms

Android, API, Gmail, iOS, macOS, Microsoft Outlook

TechZella assessment

8.1/10

Overview

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.

Editorial assessment

Citrix ShareFile Pros & Cons

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.
Plans & pricing

Citrix ShareFile Pricing & Plans

Advanced

$16.50 annually; $18.15 monthly
per user/month

Secure file sharing, storage, synchronization, access controls and basic collaboration. Minimum three users.

Check current pricing →

Premium

$26.00 annually; $28.60 monthly
per user/month

Adds client portals, e-signatures, forms, requests, tasks, workflow automation, compliance support and AI document features. Minimum three users.

Check current pricing →

Industry Advantage

$41.67 annually; $45.83 monthly
per user/month

Adds accounting-specific tax engagement templates, bulk client onboarding and centralized engagement management. Minimum three users.

Check current pricing →

Virtual Data Room

$69.30 annually; $77.00 monthly
per user/month

Controlled document sharing for mergers and acquisitions, audits, litigation and other confidential reviews. Minimum five users.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

Compare options

Citrix ShareFile Competitors & Alternatives

Compare similar products directly, then see which alternatives may make more sense when your requirements differ.

Direct competitors

These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Citrix ShareFile.

Capabilities

Citrix ShareFile Features

Secure File Sharing

  • Encrypted file storage and transfer
  • Secure sharing links
  • Password protection
  • Link expiration
  • File requests
  • Granular permissions
  • Activity tracking

Document Management

  • File synchronization
  • Version history
  • Folder management
  • Client and employee access
  • Custom branding
  • Browser-based document access

Workflow and Collaboration

  • Client portals
  • Forms
  • Tasks
  • Document request lists
  • Workflow automation
  • Electronic signatures
  • Dedicated collaboration spaces

AI Features

  • AI-powered document automation
  • AI document generation
  • AI-assisted secure sharing recommendations
  • AI-powered document collection on eligible plans

Integrations

  • Microsoft 365
  • Microsoft Outlook
  • OneDrive and SharePoint Online
  • Google Workspace and Gmail
  • Zapier
  • Salesforce
  • QuickBooks
  • Xero
  • FreshBooks
  • Pipedrive
  • Scrypt Sfax

Security and Compliance

  • AES-256 encryption at rest
  • TLS-secured transfers
  • Multi-factor authentication
  • Active Directory and SSO
  • Device security controls
  • Remote lock and wipe capabilities
  • Threat detection and remediation on supported plans
  • HIPAA, FINRA and SEC support on eligible plans

Developer Tools

  • REST API
  • OAuth 2.0 authorization
  • SDKs
  • PowerShell automation support
Product details

Citrix ShareFile Specifications

Product typeCloud software
Founded2005
Current vendorProgress
Former affiliationCitrix
Web accessSupported browsers including Chrome, Edge, Firefox and Safari
Desktop platformsWindows and macOS
Mobile platformsiOS and Android
Email clientsMicrosoft Outlook and Gmail
APIShareFile REST API with OAuth 2.0 and SDK resources
IntegrationsMicrosoft 365, Google Workspace, Zapier, Salesforce, QuickBooks and additional catalog integrations
StoragePlans start with 3 TB of account storage for Advanced, Premium and Industry Advantage
EncryptionAES-256 at rest; SSL/TLS in transit
Free trialAvailable; official materials describe plan-specific terms including 14-day, 30-day and seven-day trials
Minimum usersThree users for Advanced, Premium and Industry Advantage; five users for Virtual Data Room
Primary locationRaleigh, North Carolina, United States
Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

8.1/10Moderate confidence
Features8.8
Ease of Use8.4
Value for Money7.8
Performance8.0
Support7.3
User Sentiment7.6

ShareFile provides broad secure-sharing, workflow, portal, integration and compliance features. Capterra reviews are generally favorable, while Trustpilot and some recent review comments identify billing, support and synchronization concerns.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Independent review sources

Citrix ShareFile Ratings & Reviews

Ratings are published by the respective review platforms and may change over time.

Community feedback

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FAQ

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.