DataRooms Portal
Menu

Navigation

ShareFile Virtual Data Room

ShareFile (formerly Citrix ShareFile, now Progress portfolio) delivers a HIPAA-supported Virtual Data Room plan within a broader secure workflow suite. Dynamic watermarking, folder Q&A, full-text search, real-time audit trails, and a documented REST API support legal, real estate, and regulated-industry deals.

ShareFile
Part of Progress Software
Headquarters: USA
Last update: March 2026

What is ShareFile VDR?

ShareFile is a secure document workflow platform that offers a dedicated Virtual Data Room plan for confidential transactions. Originally developed by Citrix and now part of Progress Software, ShareFile is widely used across legal, real estate, healthcare, and financial services — industries where regulatory compliance and document control are non-negotiable.

The VDR plan adds deal-specific capabilities on top of ShareFile's core secure workflow suite: dynamic watermarking that embeds recipient identity, folder-level Q&A, full-text search, advanced reporting with real-time audit trails, and email alerts on document views, downloads, and uploads. The platform is positioned for M&A, audits, and litigation support.

ShareFile's compliance posture is one of the most comprehensive in this category. The security FAQ confirms SOC 2, ISO 27001, ISO 27701, and HIPAA support. HIPAA is handled through select plans and a mutually executed Business Associate Agreement (BAA) with Progress Software — making ShareFile one of the few VDRs with documented BAA support for healthcare and life sciences customers.

For developers and IT teams, ShareFile provides a documented REST API (ODATA subset), webhooks, and SDKs. Key third-party integrations include Microsoft 365, Google Workspace (Drive and Gmail), QuickBooks, and Salesforce. The platform supports "anytime, anywhere access" including iOS apps and desktop sync.

The VDR plan starts at $75/user/month with a minimum of 5 users ($375/month minimum). A "Try Free" option is available. The platform is noted by reviewers as expensive relative to simpler VDR alternatives, but the compliance depth and Microsoft 365 integration are frequently cited as justifying the cost.

ShareFile holds a 4.1/5 rating on G2 from 1,474 reviews — the largest review base of any of the six tools profiled here. Reviewers praise ease of use, access control, integrations, and security. "Expensive" and feature limitations on lower-tier plans are the most common criticisms.

Advantages

SOC 2, ISO 27001, ISO 27701, and HIPAA support
HIPAA BAA available (select plans, via Progress)
Dynamic watermarking and folder Q&A
Full-text search across the data room
Real-time audit trails and advanced reporting
REST API with webhooks and SDKs
Microsoft 365, Google Workspace, Salesforce integrations
Largest review base (1,474 G2 reviews)

Things To Consider

VDR plan requires minimum 5 users ($375+/month minimum)
Reviewers note the overall platform can be expensive
GDPR compliance not confirmed in cited security FAQ
Some feature limitations on lower-tier plans
Custom domain is a subdomain (company.sharefile.com) not full custom domain

Software Details

Deployment

Cloud (SaaS)
Web Application
iOS App
Desktop Sync

Key Integrations

Microsoft 365
Google Workspace
Salesforce
QuickBooks
REST API + Webhooks

Security Compliance and Certification

Security Features

  • Up to AES-256-bit encryption
  • SSL/TLS encryption in transit
  • Dynamic watermarking
  • Per-user and per-folder permissions
  • Real-time audit trails
  • Email alerts on access events
  • Full-text search

Compliance

  • SOC 2 certified
  • ISO 27001 certified
  • ISO 27701 certified
  • HIPAA (BAA available via Progress)
  • GDPR — unconfirmed in security FAQ

Competitive Advantages

HIPAA with BAA

ShareFile supports HIPAA with a mutually executed Business Associate Agreement — one of the few VDRs with documented BAA support for healthcare workflows.

REST API + Webhooks + SDKs

A fully documented REST API (ODATA subset), webhooks, and SDKs give developers and IT teams the tools to build custom VDR integrations.

Microsoft 365 Deep Integration

ShareFile integrates with Microsoft 365, enabling seamless document workflows across Teams, SharePoint, and Outlook for enterprise teams.

Folder Q&A

Named 'Folder Q&A' in ShareFile's VDR plan — a structured mechanism for users to ask questions tied to specific folder content during diligence.

Use Cases

M&A transactions and deal preparation
Legal services and litigation support
Real estate investment transactions
Healthcare and life sciences (HIPAA)
Audits and compliance reviews
Enterprise document workflows

ShareFile VDR Pricing

The ShareFile Virtual Data Room plan starts at $75/user/month with a minimum of 5 users. A "Try Free" option is available. Multiple plans exist (Advanced, Premium, Industry Advantage, Virtual Data Room) with increasing capabilities.

Advanced / Premium

Contact for pricing

Secure workflows and portals

  • • Secure file sharing
  • • Client portals
  • • e-Signature
  • • Microsoft 365 integration

Virtual Data Room

$75/user/month

Minimum 5 users required

  • • Dynamic watermarking
  • • Folder Q&A
  • • Full-text search
  • • Advanced reporting + audit trails
  • • REST API, webhooks, SDKs
  • • HIPAA support (BAA available)

Note: The VDR plan requires a minimum of 5 users ($375+/month). HIPAA support requires a mutually executed BAA with Progress Software. Contact ShareFile for exact pricing and BAA requirements.

Features

VDR-Specific Features

Dynamic watermarking
Folder Q&A
Full-text search
Advanced reporting
Real-time audit trails
Email alerts (views/downloads/uploads)
File sync and versioning
Per-user and per-folder permissions

API & Integrations

REST API (ODATA subset)
Webhooks
SDKs
Microsoft 365
Google Workspace
Salesforce
QuickBooks
iOS app + desktop sync

ShareFile Pros & Cons

Advantages

  • HIPAA with BAA (rare in VDR category)
  • SOC 2, ISO 27001, ISO 27701 certified
  • REST API + webhooks + SDKs
  • Microsoft 365 and Google Workspace integration
  • Largest review base (1,474 G2 reviews)
  • Full-text search and folder Q&A

Things To Consider

  • VDR plan is expensive ($375+/month minimum)
  • Minimum 5 users for VDR plan
  • GDPR unconfirmed in official security FAQ
  • Some feature limitations on lower-tier plans
  • Custom domain is subdomain-only

Frequently Asked Questions

Does ShareFile support HIPAA?

+

Yes. ShareFile supports HIPAA on select plans with a mutually executed Business Associate Agreement (BAA) with Progress Software. This makes ShareFile one of the few VDR providers with documented BAA support for healthcare and life sciences customers. Contact ShareFile to confirm which plans qualify.

What compliance certifications does ShareFile hold?

+

ShareFile is certified for SOC 2, ISO 27001, and ISO 27701. HIPAA is supported with a BAA. GDPR compliance is not confirmed in the cited ShareFile security FAQ — contact ShareFile directly for GDPR documentation.

Does ShareFile have an API?

+

Yes. ShareFile provides a documented REST API (ODATA subset), webhooks, and SDKs. This enables developers and IT teams to build custom integrations with enterprise systems.

What is the minimum cost for the ShareFile VDR plan?

+

The ShareFile Virtual Data Room plan starts at $75/user/month with a minimum of 5 users, making the minimum monthly cost approximately $375. A 'Try Free' option is available.

What integrations does ShareFile support?

+

ShareFile integrates with Microsoft 365, Google Workspace (Drive and Gmail), Salesforce, and QuickBooks. A REST API with webhooks and SDKs is also available for custom integrations.

HIPAA with BAA
SOC 2 + ISO 27001/27701
REST API + Webhooks + SDKs

Quick Stats

VDR Plan Price$75/user/month
Minimum Users5 users
G2 Rating4.1/5.0
G2 Reviews1,474 reviews
Free Trial✓ Available
HIPAA + BAA✓ Supported

Key Features

Dynamic watermarking
Folder Q&A
Full-text search
Real-time audit trails
REST API + webhooks
HIPAA with BAA
SOC 2 + ISO 27001/27701
Microsoft 365 integration
ShareFile Virtual Data Room | HIPAA-Ready VDR with REST API & Dynamic Watermarking