Evidence dossier / Document intake
ShareFile
Client collaboration and document management platform with secure portal, eSignature, and workflow automation.
01 / Recorded observations
Evidence card
Values describe what the cited sources supported on the check date. They are not ratings or recommendations.
- Ledger integrations
- Unverified
- Firm-size fit
- Solo · 5-15 clients · 15-50 clients · 50+ clients
- Workflow replaced
- Exchanging client files over email and managing engagement documents without a secure portal.
- Pricing model
- Contact salesThe official pricing page lists Premium, Industry Advantage, and Virtual Data Room plans and routes plan selection through a sales path.
- AI depth
- Assistive
- Free tier
- Not stated
- Other integrations
- Accounting software integrations
- Verification status
- Checked
02 / Source register
What we checked
- 01Open source
Client engagement and file management
Product scope for file management, client portal, eSignature, and workflow automation.
ShareFile · observed 2026-09-14 - 02Open source
Pricing
Published plan names and accounting-industry solution path.
ShareFile · observed 2026-09-14
03 / Compare records
Other records in Document intake
Open the same evidence fields side by side. Links are alphabetical and do not imply a ranking.