Citrix ShareFile review and score
Client file sharing with built-in e-signature and HIPAA, popular with professional services firms.
ShareFile is a polished file-sharing and e-signature tool for accountants, lawyers and other professional firms, with ISO 27001, HIPAA and SSO. Without a Q&A module or redaction it ranks as a capable sharing tool rather than a deal room.
Profile re-checked October 2026. Sources: the vendor's own docs, its price page and its security certificates. Method: how we rank.
Accountants exchanging tax files, lawyers collecting signed engagement letters, consultants sending reports to clients: that is the everyday territory of Citrix ShareFile. ShareFile has been a US product since 2005, and our facts tag it for file sharing, e-signature, SMB and professional services. It is easy to use, with one of the better Ease of adoption marks on our list, and outside clients rarely need help to find a file.
The checklist is wider than most dedicated rooms. ShareFile ticks nine of twelve items: e-signature, a mobile app, a public API, single sign-on, two-factor login, bulk upload, document rights control, dynamic watermarks and an audit trail. SOC 2, ISO 27001 and HIPAA are listed, which gives it a solid Data protection mark. A published entry price and a free trial help on cost.
What it lacks is the deal workflow. Our facts list no Q&A module, no redaction and no AI features, so the Diligence toolkit mark sits well below dedicated diligence rooms. Deal support is modest. On our overall ranking it scores 80, tenth on the leaderboard. For a firm that shares files with clients all year and runs the occasional transaction, it can do both jobs; for a contested sale, it cannot.
Score profile
Citrix ShareFile: score profile
Where Citrix ShareFile places across our top lists
Ranked just above: Box (81). Ranked just below: DealRoom (79).
Strengths and gaps
Where it scores well
- E-signature, mobile app, API and SSO in one sharing tool.
- SOC 2, ISO 27001 and HIPAA listed.
- One of the better Ease of adoption marks, with a published price and free trial.
Where it slips
- No Q&A module or redaction in our facts.
- No AI features listed.
A good fit for
- Accounting and law firms sharing files with clients year round.
- Engagements where documents need to be signed as well as shared.
- Healthcare-adjacent firms that need HIPAA listed.
Look elsewhere if
- You are running a multi-bidder sale that depends on structured Q&A.
- Sensitive passages must be redacted inside the room.
Feature checklist
Twelve items, checked against the shared provider facts file. A dash marks an item that Citrix ShareFile's documentation does not show; ask about tiers and add-ons before ruling it out.
Running the deal
- Buyer Q&A (absent)
- Bulk folder upload (present)
- E-signature (present)
- AI features (absent)
Controlling documents
- Dynamic watermarking (present)
- Document rights (view, print, download) (present)
- Redaction (absent)
- Audit trail (present)
Access and IT fit
- Two-step login (present)
- Single sign-on (present)
- Public API (present)
- Native mobile app (present)
Pricing and security
Pricing
ShareFile starts at $55 a month, with a free trial to test it first. Check what the entry plan includes in users and storage; figures are indicative.
Security
ShareFile lists SOC 2, ISO 27001 and HIPAA, with single sign-on, two-factor login, dynamic watermarking, per-file access rights and an audit trail. Redaction is missing from our facts file.
| Overall score | 80/100 (Strong) |
|---|---|
| Leaderboard rank | 10 of 18 |
| Entry price | $55 a month |
| Trial | Free trial offered |
| Attestations | SOC 2, ISO 27001, HIPAA |
| Deployment | Cloud |
| Founded | 2005 |
| Head office | United States |
| Hosting regions | Ask the vendor |
All prices are USD and indicative, so check them with the vendor. We do not verify where each room hosts data.
Citrix ShareFile alternatives
Direct matchups: Citrix ShareFile vs Box
Questions buyers ask about Citrix ShareFile
Is ShareFile a virtual data room?
It is a secure file-sharing tool with some data room controls, such as watermarks, document rights and audit logs. It lacks a Q&A module and redaction, which most diligence processes need.
Does ShareFile include e-signature?
Yes, e-signature is listed in our facts and is one of its core tags.
How much does ShareFile cost?
It starts at $55 a month, with a free trial to test it first. Prices move, so check the vendor site before you budget.