Does ShareFile require a minimum number of users?

Per ShareFile's pricing page (October 2026), the Advanced, Premium and Enterprise plans have a 3-user minimum. Check their site for current terms.

Do my clients need an account to upload to DocTick?

No. Clients open a magic link sent to their email, see the checklist, and upload from their phone or computer. There is no account or password.

Where does DocTick store client files?

In your own Google Drive, organized in folders. DocTick requests the restricted drive.file scope, which limits access to files it creates.

For Accountants & Small Firms

✨ DocTick vs ShareFile

A Simpler ShareFile Alternative for Collecting Client Documents

ShareFile is a broad secure file-sharing platform with a 3-user minimum. If you mainly need clients to send you a checklist of documents, DocTick does that for $14.99/mo and saves files straight to your own Google Drive.

Zero storage liability Direct Google Drive sync No client passwords or apps

The Transparent Verdict

Which one is right for your firm?

We believe in honest software recommendations. Here is how to choose between ShareFile and DocTick.

Choose ShareFile if:

ShareFile

1You need a full secure file-sharing platform with a client portal, large storage (3TB base) and e-signature built in.
2You need a virtual data room for deal or due-diligence work.
3You want everything under one vendor rather than keeping files in Google Drive.

Choose DocTick if:

Recommended

You mainly need clients to send a defined list of documents, and you want to see what is still missing.
You are a solo practitioner or a team that does not want a 3-seat minimum.
You want files saved to your own Google Drive in organized folders.
You want clients to upload from a link, with no account or password.
You prefer month-to-month billing you can cancel any time.

Side-by-Side Breakdown

Feature Comparison: DocTick vs ShareFile

See exactly how features, client workflows, and architectures compare.

← Swipe horizontally to view full table →

Feature / Capability	DocTick Our Pick	ShareFile
Starting Price	Free for 3 active requests, or $14.99 / month Pro	From $16.50 – $18.15 / user / month, 3-user minimum
Where Files Are Stored Neither is better by default: it depends on whether you want files in Drive or in a dedicated platform.	Your own Google Drive, in folders	ShareFile storage (3TB base plus 1TB per license on Advanced to Enterprise)
Checklist-Style Document Requests	Itemized checklist on every plan, with progress per request	Request Lists on Premium and above; File Drop Links only on Advanced
Client Portal If you want a persistent portal where clients log in to see shared files, ShareFile offers one.	•No portal; magic link, no account or password	Basic Client Portal (Advanced) or Enhanced Client Portal (Premium and above)
E-Signature	•Not included	Included on Premium and above (up to 100,000 documents/month)
Virtual Data Room	•Not offered	Dedicated Virtual Data Room plan (5-user minimum)
Contract Flexibility	Month-to-month, cancel anytime	Cycle fixed at sign-up; no downgrade from annual to monthly

Cost & Commitment Comparison

Transparent Pricing with No Forced Upfront Contracts

See the real financial difference between committing to ShareFile vs flexible month-to-month DocTick.

ShareFile Pricing

From $16.50 – $18.15 / user / month (Advanced); $26.00 – $28.59 / user / month (Premium)

Per user, billed monthly or annually; 3-user minimum on Advanced, Premium and Enterprise

Commitment: Billing cycle is fixed for the term; downgrading from annual to monthly is not currently supported

Limits: Per ShareFile's pricing page (Oct 2026), the Advanced plan includes File Drop Links only; Request Lists start on Premium. Check their pricing page for current rates.

Save Hundreds Annually

DocTick Pricing

$0 Starter Free or $14.99 / month Pro

Month-to-month, cancel anytime

Solo Savings: Not comparable: ShareFile requires at least 3 users

3-Person Firm Savings: About $756 – $849 / year versus 3 Premium seats (Request Lists are Premium and above)

Critical Analysis

Why Professionals Are Moving to DocTick

Two Different Kinds of Tool

ShareFile is a secure file-sharing and client portal platform, with tiers that add e-signature, an enhanced client portal and a virtual data room. DocTick is narrower: it sends a client an itemized checklist, and the client uploads each item from their phone or computer. If you need to share large files back and forth, sign documents, or host a data room, ShareFile covers much more. If your recurring job is "get these 8 documents from this client and tell me what is missing," DocTick is built for exactly that and nothing else.

Seat Minimums and Plan Tiers

Per ShareFile's pricing page (October 2026), Advanced, Premium and Enterprise each have a 3-user minimum, and the Virtual Data Room plan has a 5-user minimum. Request Lists are listed on Premium and above; Advanced includes File Drop Links. Prices are per user per month, and the page shows two figures per plan (the lower appears to be the annual rate). For a solo practitioner or a two-person firm, that minimum is the main cost difference. DocTick Pro is $14.99/month for the whole account, and the Free plan covers up to 3 active requests.

Where the Files End Up

With DocTick, each client upload goes into your own Google Drive, in a folder structure, using the restricted drive.file scope. If you stop using DocTick, the files are still in your Drive. ShareFile keeps files in its own storage, with 3TB base plus 1TB per license on the Advanced, Premium and Enterprise plans. That is a real advantage if you want a dedicated, large document repository separate from Google Workspace.

Common Questions

Frequently Asked Questions

Everything you need to know about switching from ShareFile to DocTick.

Only for document collection. DocTick has no e-signature, client portal, or virtual data room. If you use ShareFile mainly to request documents from clients, DocTick can replace that part. If you rely on the other features, keep ShareFile.