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Accounting, legal, insurance and financial firms that exchange documents with clients and want a branded portal with requests and e-signature.

Quick overview

Pricing
From $16.50/user/month (billed annually, 3-user minimum)
Plans
Advanced: $16.50/user/month paid annually or $18.15 monthly. Premium: $26.00/user/month annually or $28.59 monthly. Enterprise: $35.00/user/month annually or $42.00 monthly. Virtual Data Room: $69.30/user/month annually or $77.00 monthly (5-user minimum). Other plans need at least 3 users. Storage starts at 3 TB per account (1 TB per license, pooled). 14-day free trial; no free plan.
G2 rating
4.2 / 5.0
Comparisons
Featured in 1 comparison

Key features

  • Unlimited client users on every plan
  • Link expiration, view-only sharing and download restrictions
  • SSO, MFA and remote lock and wipe from the Advanced plan
  • E-signature, document requests, forms and client portal on Premium
  • SCIM, SIEM integration and native DLP on Enterprise

Pros

  • Unlimited client users without extra seats
  • SSO and remote wipe included from the entry plan
  • HIPAA, SEC and FINRA eligibility on Premium
  • Built-in client workflows: requests, forms, tasks, e-signature

Cons

  • No free plan; 3-user minimum
  • HIPAA requires Premium ($26/user/month annually)
  • Storage pooled at 1 TB per license

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