Upgrade & Earn with ShareFile
Grow revenue from your existing ShareFile customer base and earn rewards for every successful upgrade.
Turn Existing Customers Into New Opportunities
The ShareFile Upgrade & Earn campaign helps partners unlock more value from existing customer accounts while earning SPIFF rewards on successful upgrades.
Eligible upgrades include:
Standard → Advanced
Standard → Premium
Advanced → Premium
Campaign valid until 30 November 2026.
Why Upgrade Customers?
Grow Existing Accounts
Monetise your current ShareFile install base.
Increase Deal Value
Drive larger opportunities through higher-tier plans.
Unlock Premium Features
Position workflow automation, governance and secure collaboration capabilities.
Earn Rewards
Receive SPIFF incentives for every successful upgrade.
Earn More for Every Upgrade
Incentive Table
Eligibility Requirements
To qualify:
Upgrade must be a closed-won deal
Applies to existing ShareFile customers only
Valid for Standard to Advanced/ Premium upgrades
Valid for Advanced to Premium upgrades
Partner must complete ShareFile Sales Accreditation Training prior to claiming rewards
Start Identifying Upgrade Opportunities Today
Speak with the Dicker Data and ShareFile team to identify customers who could benefit from a higher ShareFile plan and begin earning rewards.
Register Now
Efficient, Secure Workflows for Legal Firms
Maximize billable hours with a client and document workflow management system designed to simplify your key processes.
Automate Legal Document Processes
Legal workflow automation helps you stay on top of court documents without the stress.
Videos on Youtube:
What can ShareFile do for legal professionals?
ShareFile's AI-powered Document Assistant
Streamline your client emails!
Streamline Client Touchpoints
With legal workflow software, you can create new efficiencies that also improve client interactions.
Accelerate Your Agreements: Customize Folder and Project Options with ShareFile!
Simplify document collection workflows with AI powered Document Request List Generation
Securely Share Legal Documents
Easily exchange and collaborate on files with secure document management software and compliance support.
Automate Your Accounting Workflows with ShareFile
Eliminate manual admin. Standardize processes. Move faster.
ShareFile streamlines document collection, client intake, approvals, and reporting with pre-built templates, secure request lists, and real-time tracking — all in one secure platform.
No more chasing files.
No more bottlenecks.
Just scalable, repeatable workflows that free your team to focus on high-value advisory work.
Work smarter. Deliver faster. Stay secure.
Purpose-Built Automation That Fast-Track Engagements
Accelerate Your Agreements: Customize Folder and Project Options with ShareFile!
Streamline Tax Prep with ShareFile’s Income Tax Return Solution
Simplified Client Touchpoints That Elevate Satisfaction
Learn how to safeguard your data and empower your users to collaborate securely.
Seamless Security That Safeguards Your Client Data
How ShareFile Supports Financial Professionals
Deliver a secure, modern client experience with built-in compliance at every step.
Automate onboarding, streamline document collaboration, and collect eSignatures — all in one secure platform designed to keep work moving.
Banking, Wealth, or Investments — ShareFile Meets Your Industry’s Top Needs.
Financial Services Document Workflow Management Software | ShareFile
Boost Team Productivity
Give your experts more time for strategic advisory.
Win Client Loyalty
Offer a seamless digital experience clients will rave about.
Strengthen Resilience
Stay ahead of threats and regulatory changes.
