Plans

Three plans, matched to how many processes you run and what you need to see.

ShareAndGo has three plans: Starter, Professional and Business. The security that makes a data room worth having is on all three. The plans differ in capacity, meaning rooms, storage, team members and file size, and in the reporting and search tools that busier firms and larger processes call for.

Use this page to work out which plan fits the work in front of you.

Invited recipients never count toward a plan

Same document controls on every plan

One MyAndGo sign-in

On every plan

Every plan gives you a complete, secure data room from the start. People you invite into a room, whether buyers, lenders, auditors, opposing counsel or board members, are not counted against your plan, so you can bring in whoever the process needs.

View-only documents rendered on our side, with watermarks showing each viewer's name, email address and the date
Recipients who confirm their email address with a six-digit code and never need an account
Group folder permissions, plus download, print and copy controls per room and per group
Invitations with end dates, one-click extensions and revocation at any time
Q&A inside the room with assignment, categories and priorities
Document request lists with templates, assignment, status tracking and a public upload link
Virus scanning on every upload, with nothing opened until the scan is clean
A chained audit log of every view, upload, download, invitation and change, exportable as CSV
Room export as a ZIP with its folder structure, plus a document index as PDF and CSV
AI text reading, tagging and summaries, suggested folder structures, and connectors for Claude and ChatGPT
Your logo and company name on invitations
Team sign-in through MyAndGo with two-step verification and session timeouts you control

Starter, Professional and Business

Starter

Suited to a solo CPA or enrolled agent, a small business owner, or anyone running one or two processes at a time, such as a single SBA loan application or one tax examination. Starter has every control listed above, with a smaller number of rooms, less storage and a small team.

Professional

Suited to advisory firms and companies running a sale, a raise or several client engagements at once. Professional adds room insights showing who opened what and for how long, workspace analytics across all rooms, AI-powered search inside documents, and NDA acceptance before entry. It also raises the limits on rooms, storage, team members and individual file size.

Business

Suited to firms and companies with many rooms open at the same time or very large document sets. Business includes everything in Professional, with no limit on the number of data rooms and the most storage and team members of the three plans.

Choosing a plan

Count your concurrent processes

Most firms give each engagement its own room: one per sale, per examination, per financing, per matter. If you rarely have more than one or two open, Starter is likely enough. A CPA firm opening a room for every client during busy season, or an M&A advisor running several mandates in parallel, will usually want Professional or Business.

Decide whether engagement data matters to you

In a competitive sale or an investor round, knowing that one bidder has spent hours in the financial folder and another has not logged in all week changes your next call. Time-on-document insights and the workspace analytics view are on Professional and Business. On Starter, the audit log still records every view, so you always have the raw record.

Estimate how much searching you will do

A room of thirty documents is easy to browse. A diligence room holding hundreds of contracts, invoices and scanned records is not. AI-powered search, which finds words inside documents and highlights the matching passages, is on Professional and Business.

Check whether visitors must accept terms first

If your process requires every visitor to accept confidentiality terms before reading anything, with a record of who accepted and when, choose Professional or Business.

Plan questions

Do recipients count toward my plan?

No. Plans set how many of your own team members can sign in and manage rooms. The people you invite to view documents are not counted on any plan.

Can I change plans later?

Yes. Move between plans as your workload changes, for example stepping up for the months a sale process is running.

Is security different on the higher plans?

No. View-only rendering, watermarks, verified access, virus scanning and the audit log are the same on every plan. Higher plans add capacity, reporting, search and NDA acceptance.