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ShareAndGo vs ShareFile: a year-round client portal, or a room for one process at a time.

A virtual data room, compared with ShareFile's per-user file sharing and data room plans. Flat pricing, AI search and deal workflows, built for advisors and SMBs.

ShareFile markets directly to accounting and law firms. It brings file sharing, client collaboration, e-signature and automated workflows into one workspace, sends encrypted files from Outlook and Gmail, and offers a separate ShareFile VDR plan for high-stakes transactions.

ShareAndGo overlaps with the VDR part of that and not much else. It is a room you open for a sale, a loan, an examination or a raise, invite a defined set of outside parties into, and close when the work ends.

At a glance

FeatureShareAndGoShareFile, as reviewed Nov 2, 2026
Transparent flat pricingYes, flat per workspace, no per-user feesNo, per-user tiers, minimum 3 users
Purpose-built virtual data roomYes, rooms, Q&A, deal workflowsYes, separate Virtual Data Room plan (minimum 5 users)
Identity-verified guest access (no account)Yes, 6-digit email codeLinks without an account (anyone, or name and email); emailed code not described on the pages reviewed
Tamper-evident audit trailYes, SHA-256 hash-chainedYes, activity tracking with engagement signals; folder activity log covers the last 3 months
Connect your own AI (MCP)Yes, Claude / ChatGPTNot described on the pages reviewed
Main useOne room per processOngoing client collaboration, with a VDR plan for transactions
Client experienceLogo and company name on invitationsOne branded, secure place for clients to work with you
Sending filesInvite into a roomEncrypted files straight from Outlook or Gmail
WorkflowsRequest lists and Q&APre-built client workflows for files, signatures and tasks
Access controlGroup folders, download, print and copy settingsAccess by user, group, folder or role, view-only, link expiry, dynamic watermarks
Sign-in for staffMyAndGo with two-step verificationMulti-factor authentication and access controls
AI search & OCRYes, reading, OCR, AI search, tagging, summaries and AI-drafted Q&A answersAI document collection, summarization and Q&A

Based on ShareFile's own pages, checked November 2, 2026. ShareFile pricing is per user and varies by plan.

ShareAndGo or ShareFile: who should choose what

Choose ShareAndGo if…

  • You want flat pricing, with no per-user fees
  • You want Q&A and emailed-code guest access
  • You run a sale, financing or examination with several outside parties
  • Recipients should read but never hold the files

Choose ShareFile if…

  • You want a secure file-sharing and client-portal tool with built-in e-signature
  • Per-user licensing across a whole firm suits you better than a data-room model
  • You need everyday client exchange, e-signatures and recurring workflows
  • You want both a client portal and an occasional VDR from one vendor

The short answer

For a firm that wants one branded portal where every client uploads, signs and exchanges files all year, ShareFile is the broader tool. For a time-bound process where several outside parties each need their own slice of a document set, with Q&A and a complete record, ShareAndGo is the more focused one.

Where ShareFile is strong

ShareFile is built for the daily traffic between a professional firm and its clients. Its home page talks about moving files, signatures and tasks through pre-built client workflows, AI-powered document collection, summarization and Q&A, and a unified workspace that helps accountants through tax season. If your problem is a hundred clients each sending you their documents, that is the job it was designed for.

Its VDR plan, sold under the Progress ShareFile name, adds structure for deal work: large document sets in one workspace, engagement signals showing who is active and what draws attention, and access managed by user, group, folder or role with view-only settings, link expiration and dynamic watermarking.

Where ShareAndGo fits

ShareAndGo assumes the opposite pattern: a few outside organizations, one set of documents, a defined end. Each organization becomes a group with its own folders. You give invitations end dates that match the timetable and revoke them all when it is over.

For CPA firms the overlap is worth thinking through. During busy season a portal is often the right tool for collecting returns. When a client is under IRS examination, being acquired or applying for an SBA loan, a separate room keeps those documents away from the everyday channel, shows the agent or lender view-only pages stamped with their email address, and records every view in a chained audit log you can export.

Request lists bring the collecting habit into the room. Start from a template for a tax examination or due diligence, assign items, track each from pending to provided, and send a public upload link when someone only needs to provide one file.

Four US situations

A CPA firm during busy season

Hundreds of clients upload W-2s, 1099s and statements. ShareFile's portal, client workflows and AI document collection were designed for that flow, and it markets directly to accountants for tax season.

The same firm when a client is examined

When the IRS opens an examination, a separate ShareAndGo room keeps the examination file apart from everyday client traffic. Start from the tax examination request template, show the revenue agent view-only pages and export the audit log at the end.

A law firm on a transaction

For a deal with several outside parties, ShareFile VDR or ShareAndGo both offer folder-level control. ShareAndGo's groups hide anything a party cannot open, and invitations carry end dates.

A company refinancing with a new lender

The lender wants three years of records once, not a year-round portal. A ShareAndGo room with a request list and a public upload link for the outside accountant fits that single job.

Frequently asked questions

Is ShareAndGo a good alternative to ShareFile?
Yes, especially for firms that want a data room with flat pricing rather than per-user seats. ShareAndGo offers AI search and deal features like Q&A. ShareFile, now part of Progress, focuses on secure file sharing and client portals and also sells a separate Virtual Data Room plan, all priced per user.
How does pricing compare?
ShareAndGo is flat-rate per workspace, with external recipients free. ShareFile uses per-user subscription tiers with a minimum of 3 users (5 on the Virtual Data Room plan), so costs scale with the number of internal users.
Does ShareAndGo do e-signatures like ShareFile?
ShareFile has built-in e-signature. ShareAndGo focuses the core product on the secure data room, audit trail and AI.
What is ShareFile better at?
ShareFile is a mature, well-integrated secure file-sharing and client-portal tool, with built-in e-signature and broad per-user deployment across a firm, a good fit if that is your primary need.
Does ShareFile have a virtual data room?
Yes. ShareFile VDR is offered as its own plan for high-stakes transactions, with engagement signals, view-only settings, link expiration and dynamic watermarking.
Is ShareAndGo a client portal?
No. It is a data room you open for a specific process. Its request lists and public upload link cover document collection inside that process.
Do ShareAndGo recipients count toward my plan?
No. Plans count your own team members. People you invite to view documents are not counted on any plan.
Can ShareFile send files from email?
Yes. ShareFile says you can send encrypted files straight from Outlook or Gmail.
Is ShareAndGo built for accountants?
Its Starter plan is described as suited to a solo CPA or enrolled agent, and request list templates include one for a tax examination.
Can ShareFile VDR show which documents draw attention?
Yes. ShareFile describes engagement signals that show who is active and what is drawing attention, to help prioritize follow-up.
Can a ShareAndGo room hold more than one outside party?
Yes. Create a group for each organization, such as the buyer, its accountants and the lender, and choose which folders each group can open.

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M&A rooms, flat pricing

Tax Audits

Share with auditors

Due Diligence

M&A, investor, and buyer rooms

Fundraising

Investor data rooms for your raise

Legal Discovery

Privilege-protected document sharing

All comparisons

ShareAndGo vs every VDR

By use case

Tax audit, DD, legal, fundraising

How it works

A room from setup to close.