Citrix ShareFile review
Business file sharing with e-signature, SSO and HIPAA, no Q&A module.
Key facts
- Software type
- File-sharing platform
- Company
- Founded 2005, based in United States
- Hosting model
- Cloud
- Pricing model
- Flat monthly plan
- Starting price
- $55 a month
- Try before buying
- Free trial available
- Security reports
- SOC 2, ISO 27001, HIPAA
- Features listed
- 9 of 12 tracked, 4 of 6 deal controls
- Vendor positioning
- file sharing, e signature, SMB, professional services
Overview
Citrix ShareFile is a file-sharing and client-portal product founded in 2005 in the United States. Its listed features include e-signature, single sign-on, a public API and a mobile app, with SOC 2, ISO 27001 and HIPAA.
For deals, the gap is the same as for most file-sharing platforms: no Q&A module and no AI tools are listed. Pricing is published from $55 a month with a free trial.
Typical buyer: Professional services firms that exchange files with clients and need signatures in the same tool.
How Citrix ShareFile scores
A fit score of 7.6 puts Citrix ShareFile at rank 8 of 18. It scores above the directory average on security controls, admin and guest experience, pricing transparency, integrations and it fit, and below it on deal workflow coverage, ai and automation. Weights come from the scoring methodology.
Citrix ShareFile: score by criterion
Deal workflow
Citrix ShareFile lists 4 of the six deal controls we track. No Q&A module is listed, so buyer questions would be handled outside the software.
- Q&A workflow
- Not listed Buyers post questions inside the room; the seller routes, answers and publishes them with a full record. (13 of 18 platforms list it.)
- Activity log
- Listed A log of who opened, downloaded or printed which file and when, exportable for the deal record. (18 of 18 platforms list it.)
- Viewer watermarks
- Listed Each page carries the viewer name, email or time, so a leaked copy points back to its source. (18 of 18 platforms list it.)
- In-app redaction
- Not listed Black out personal data or privileged passages inside the room instead of re-uploading edited files. (7 of 18 platforms list it.)
- File-level access rights
- Listed Per-file control over view, print and download, sometimes with view-only or expiring access. (15 of 18 platforms list it.)
- Bulk import
- Listed Drag whole folder trees into the room with structure and numbering kept. (17 of 18 platforms list it.)
Security and compliance
Citrix ShareFile lists SOC 2, ISO 27001, HIPAA. ISO 27001 certification is listed. Security controls score 9.0 against a directory average of 8.6.
- Viewer watermarks
- Listed Each page carries the viewer name, email or time, so a leaked copy points back to its source.
- File-level access rights
- Listed Per-file control over view, print and download, sometimes with view-only or expiring access.
- In-app redaction
- Not listed Black out personal data or privileged passages inside the room instead of re-uploading edited files.
- 2-step verification
- Listed A second login step (code or app) for admins and guests.
Request the current SOC 2 report or ISO certificate under NDA and read the scope and exceptions sections. Data residency and sub-processors are not in our facts file; ask the vendor.
Integrations, mobile and AI
Integrations and IT fit scores 10.0; AI and automation scores 4.5. No AI features are listed for Citrix ShareFile in our facts file.
- SSO sign-in
- Listed Staff log in with company credentials through an identity provider (SAML or OpenID Connect).
- Developer API
- Listed A documented interface for creating rooms, syncing users and pulling activity into your own systems.
- Built-in e-signing
- Listed Sign NDAs, consents or closing documents without leaving the platform.
- iOS or Android app
- Listed A native iOS or Android app, beyond the mobile browser view most rooms offer.
- AI assistance
- Not listed Machine assistance listed by the vendor, such as auto-indexing, summaries, document search or Q&A help.
Pros and cons
Pros
- E-signature, SSO, API and mobile app listed.
- SOC 2, ISO 27001 and HIPAA.
- Published monthly price and free trial.
Cons and gaps to check
- No Q&A module listed.
- No AI features listed.
- No redaction listed.
Setup and administration
Quick to start; deal structure (permission groups, index numbering) is up to the admin.
A short checklist for the trial room or the demo call, ideally using a folder of your real files:
- Plan a question log outside the tool.
- Check watermark and download settings.
- Confirm user counts on the published plan.
- Add a coworker to a test guest group and have them report back exactly which folders appear.
- Pull the activity export and look for per-person entries for opening, downloading and printing.
For the full process, see the data room setup guide.
Citrix ShareFile pricing
Citrix ShareFile publishes a flat entry plan. Bigger rooms usually move to a higher tier, so the figures scale the entry price by room size. All figures are indicative USD; confirm with the provider.
| Room size | Scope | A month | Six months | Basis |
|---|---|---|---|---|
| Focused room | One counterparty, a few thousand pages, light Q&A | $55 | $330 | Scaled published plan |
| Competitive process | Three to ten bidders, structured Q&A, staged access | $88 | $528 | Scaled published plan |
| Large or cross-border | Many bidders, heavy Q&A, translation, long term | $143 | $858 | Scaled published plan |
Citrix ShareFile: six months plus a two-month overrun
Estimate your own room
Compare all 18 platforms in the pricing guide and calculator.
Where Citrix ShareFile ranks by solution
Each solution page re-weights the six criteria for one kind of work. Positions out of 18.
Citrix ShareFile: score and position on each solution page
Citrix ShareFile alternatives
The closest platforms by positioning, type and score.
| Platform | Type | Fit score | Entry | Lists that Citrix ShareFile does not | |
|---|---|---|---|---|---|
 Onehub | File-sharing platform | 6.6 | $15/mo | None of the tracked features | Profile |
 SecureDocs | Virtual data room | 7.5 | $250/mo | Q&A workflow | Profile |
 CapLinked | Virtual data room | 7.4 | $299/mo | Q&A workflow | Profile |
 Box | File-sharing platform | 8.1 | $15/user | AI assistance | Profile |
Ellty vs Citrix ShareFile (transaction room versus file-sharing portal)
Summary. Professional services firms that exchange files with clients and need signatures in the same tool.
Visit Citrix ShareFileCitrix ShareFile: common questions
Is ShareFile a data room?
It is a secure file-sharing and client-portal product. It can host deal documents, but without a Q&A module it suits simple processes better than auctions.
How much does Citrix ShareFile cost?
Citrix ShareFile publishes pricing from $55 a month. Larger rooms or more users cost more. Prices are indicative; confirm with the provider.
Does Citrix ShareFile have AI features?
No AI capability is recorded for Citrix ShareFile in our facts file. If AI matters to your process, get the vendor to confirm in writing what exists today.
What security certifications does Citrix ShareFile have?
Citrix ShareFile lists SOC 2, ISO 27001, HIPAA, and two-factor login is listed as a feature. Request the current report or certificate and read its scope section.
Can Citrix ShareFile run a multi-bidder process?
No Q&A module is listed for Citrix ShareFile in our facts file, so buyer questions in a multi-bidder process would need to be tracked elsewhere.