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Accelo VS ShareFile

Compare Accelo VS ShareFile and see what are their differences

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Accelo logo Accelo

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

ShareFile logo ShareFile

Secure file sharing and sync
  • Accelo Landing page
    Landing page //
    2023-04-26

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

  • ShareFile Landing page
    Landing page //
    2023-07-05

ShareFile provides you with the ability to send, receive and share large business files securely. Through the ShareFile portal, you can offer your clients a personalized, company-branded and password-protected platform from which to collaborate on files.

Secure file transfer is ensured with ShareFile's high-end encryption and hurricane-protected data centers. ShareFile offers a range of tools and features to compliment your current business workflow and to ensure a seamless integration into your day-to-day operations.

Accelo features and specs

  • Client & Contacts Database: Yes
  • Microsoft 365 and Google Contact Synchronization: Yes
  • Microsoft 365 and Google Calendar Synchronization: Yes
  • Tasks & Checklists: Yes
  • Task Boards: Yes
  • Client Email Sync: Yes
  • Client Activity Feed: Yes
  • Smart Timesheets: Yes
  • Web & Mobile Timers: Yes
  • Files & Attachments: Yes
  • Client Requests & Shared Inbox: Yes
  • Client Asset Database: Yes
  • Custom Fields & Tags: Yes
  • Dynamic Resource Scheduling: Yes
  • Scheduling & Workload Dashboard: Yes
  • Profitability & Utilization Dashboards: Yes
  • Resource Booking: Yes
  • Rules & Triggers: Yes
  • Activity Templates: Yes
  • Work Templates: Yes
  • Approvals: Yes
  • Signoffs: Yes
  • Client Portal: Yes
  • Divisions: Yes
  • Custom Statuses & Workflows: Yes
  • Materials & Expenses: Yes
  • Formulas & Calculated Fields: Yes
  • iOS and Android Apps: Yes
  • Branded Workspace: Yes
  • Standard Security (Encryption): Yes
  • Enhanced Security (2FA, SSO): Yes
  • Community Support: Yes
  • Email Support: Yes
  • Chat & Phone Support: Yes
  • Contractors: Yes
  • Sales Opportunity Management: Yes
  • Sales Tasks: Yes
  • Sales Activity: Yes
  • Custom Sale Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Quotes Creation & Sending: Yes
  • Interactive Gantt Chart Quoting: Yes
  • Fixed, Variable & Mixed Quotes: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-time Value & Pipeline Tracking: Yes
  • Sales Velocity & Time Spent Tracking: Yes
  • Quote Templates: Yes
  • Convert Quotes to Projects: Yes
  • Resource Scheduling & Booking: Yes
  • Sales Triggers & Notifications: Yes
  • Custom Sale Statuses & Workflows: Yes
  • Quote Materials: Yes
  • Adaptive Project Management: Yes
  • Project Milestones & Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Project Time Logging: Yes
  • Custom Project Fields and Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Advanced Project Dependencies: Yes
  • Dynamic Project Scheduling: Yes
  • Interactive Gantt Chart Planning: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget & Timeline Tracking: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Project Triggers & Notifications: Yes
  • Project Plan Templates: Yes
  • Project Time Approvals: Yes
  • Project Client Signoffs: Yes
  • Custom Project Statuses & Workflows: Yes
  • Project Rate Cards: Yes
  • Project Materials & Expenses: Yes
  • Client Ticket Management: Yes
  • Ticket Tasks: Yes
  • Automated Ticket Time Logging: Yes
  • Ticket Activity: Yes
  • Custom Ticket Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Custom Categories & Resolutions: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Ticket Age & Time Spent Tracking: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Tickets Triggers & Notifications: Yes
  • Ticket Client Signoffs: Yes
  • Custom Ticket Statuses & Workflows: Yes
  • Ticket Materials & Expenses: Yes
  • Client Retainer Management: Yes
  • Recurring Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Retainer Time Logging: Yes
  • Custom Project Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Smart Task Scheduling: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget Tracking: Yes
  • Forecast Budget & Profitability: Yes
  • Allocate Time & Value from Projects: Yes
  • Allocate Time & Value from Tickets: Yes
  • Invoice based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Retainer Triggers & Notifications: Yes
  • Retainer Time Approvals: Yes
  • Custom Retainer Statuses & Workflows: Yes
  • Multiple Retainer Templates: Yes
  • Retainer Materials: Yes
  • Automated Retainer Billing: Yes
  • Create & Send Invoices: Yes
  • Create & Send Purchases: Yes
  • Invoice for Services: Yes
  • Invoice with Work Logs: Yes
  • Invoice Statements: Yes
  • Invoice Payment Reminders: Yes
  • Invoice Payments: Yes
  • Purchase Payments: Yes
  • Online Credit-Card Payments: Yes
  • Xero integration: Yes
  • QuickBooks Online Integration: Yes
  • Bulk Client Invoicing: Yes
  • Invoice Templates: Yes
  • Purchase Templates: Yes
  • Invoice for Materials and Expenses: Yes
  • Customized Client Terms & Tax: Yes
  • Invoices on Projects: Yes
  • Purchases on Projects: Yes
  • Invoices on Tickets: Yes
  • Purchases on Tickets: Yes
  • Invoices on Retainers: Yes
  • Purchases on Retainers: Yes
  • Client Work - Time & Value: Yes
  • Client Profitability - Budget, Current & Forecast: Yes
  • Client Revenue: Yes
  • Client Assets: Yes
  • Task Budget Analysis: Yes
  • Task Overdue Report: Yes
  • Team Member Performance Dashboard: Yes
  • Billable Time and Value Analysis: Yes
  • Missing Time: Yes
  • Financials - Revenue Analysis: Yes
  • Financials - Revenue Forecast: Yes
  • Financials - Invoices & Receivables: Yes
  • Financials - Time to Pay: Yes
  • Financials - Purchases: Yes
  • Financials - Materials: Yes
  • Financials - Expenses: Yes
  • Task on Projects, Tickets & Retainers: Yes
  • Sales by Client: Yes
  • Sales Pipeline: Yes
  • Sales Activity: Yes
  • Projects by Client: Yes
  • Project Work in Progress: Yes
  • Project Profitability: Yes
  • Project Budgets and Deadlines: Yes
  • Planned vs Actual: Yes
  • Open Tickets & Requests: Yes
  • Overdue Tickets: Yes
  • Time to Respond & Resolve: Yes
  • Retainers by Client: Yes
  • Retainer Revenue Forecast: Yes
  • Expiring Retainers: Yes

ShareFile features and specs

No features have been listed yet.

Accelo videos

+ Add

2-Minute Demo

ShareFile videos

+ Add

Sharefile Review - Beginners Guide PREVIEW by Bizversity.com

More videos:

  • Demo - Citrix ShareFile Service Demo
  • Review - ShareFile iPhone App Review

Category Popularity

0-100% (relative to Accelo and ShareFile)

Accelo

ShareFile

Project Management
100 100%
Project Management
0% 0
File Sharing
0 0%
File Sharing
100% 100
CRM
100 100%
CRM
0% 0
Cloud Storage
0 0%
Cloud Storage
100% 100

User comments

Share your experience with using Accelo and ShareFile. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Accelo and ShareFile

Accelo Reviews

  1. Untouchable tool for a business owner

    I cannot imaging my life without Accelo. It drasticly improved my performance and profitability!

    Highly recommend!

    👍 Pros:    Excellent features|Cost&profit management|Easy to use
    👎 Cons:    Pricy
20 PSA Software Tools, Alternatives for MSPs & VARs
1. Accelo (formerly Affinity Live): As of early 2016, Accelo had quietly integrate its PSA platform with Continuum, Kaseya and Logicnow — three well-known providers of RMM software for MSPs. Accelo has a growing focus on IT service providers, though I don’t have a feel for the company’s overall following among MSPs and VARs.
Source: www.channele2e.com

ShareFile Reviews

Top 5 Best Document Management Software With Client Portal in 2022
Citrix ShareFile is a secure cloud-based content collaboration tool that enables enterprises to collaborate on their documents on any device, at any time. It combines business-class file sharing, faster processes, and real-time collaboration in a single platform.
Source: www.techtimes.com
10 top file-sharing services: Dropbox, Box, Google Drive, OneDrive, and more
ShareFile, which Citrix acquired in 2011, creates a custom file-sharing site for your business, so you can share files easily with clients, partners, co-workers, and others. For example, your accountant might use ShareFile to securely share tax documents with you. The service offers lots of compelling features and tools for business users, including workflow management,...
Source: www.computerworld.com

Social recommendations and mentions

Based on our record, ShareFile seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Accelo mentions (0)

We have not tracked any mentions of Accelo yet. Tracking of Accelo recommendations started around Mar 2021.

ShareFile mentions (1)

  • Whitelisting web sites-tracing all the sites underneath it
    My example was sharefile.com. I whitelisted sharefile then discover it uses "another" site for authentication. What suggestions (aside from me reading the source code which is what I've "been" doing) to ferret out all the other sites a "named" site (like sharefile.com) might also need whitelisting. Source: about 2 years ago

What are some alternatives?

When comparing Accelo and ShareFile, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Dropbox - Online Sync and File Sharing

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

Google Drive - Access and sync your files anywhere

Pobuca Connect - Connect with your contacts.

Box - Box offers secure content management and collaboration for individuals, teams and businesses, enabling secure file sharing and access to your files online.

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