ShareFile
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Papercrane
The ShareFile report you don't have to upgrade for
Real time activity and storage visibility is a Virtual Data Room feature on ShareFile's top pricing tier. Papercrane reads the folders, files, users, and accounts already in your plan and turns them into charts your partners can open, on any tier.
Connect in about a minute. Free to connect and ask. Paid plans start when you publish a dashboard. See pricing
What's actually in the account
ShareFile's own real time activity view lives behind its costliest plan. This runs on read access alone, from whatever plan you already pay for.
Storage by client folder, 459 GB used
Archived clients pre 2021
128 GB
Meridian Retail Group
96 GB
Henderson LLC 2023 tax
84 GB
Whitmore & Co engagement
58 GB
Byrne Nonprofit audit
41 GB
Kowalski Family Trust
33 GB
Scans inbox
19 GB
Native ShareFile: real time activity analytics is a Virtual Data Room feature, five user minimum, roughly $350 to $385/mo. This view runs on the plan you already have.
Built from your account's folders, files, and item metadata in one conversation. No upgrade, no export.
What people actually ask their account
How much of our storage is one client's engagement folder using?
Which files haven't been touched in over a year, and are safe to archive?
Which of our licensed users are actually active, and which are dead weight on the bill?
Search every client folder at once for one document type, like every signed engagement letter from this tax season.
Which client folders grew the most this quarter?
Every answer comes back as a chart on a live dashboard, not a folder you have to open five times to check.
1. Connect with read access you approve on ShareFile's consent screen
2. Ask a question about your storage, users, or files
3. Papercrane's agent reads the account and comes back with a chart, usually within minutes
4. It stays live, and errors route back to the agent so it stays fixed
Read access only. Nothing changes in your ShareFile account, and you can disconnect from either side at any time.
When you don't need us
If your firm's real job is the client workflow itself, collecting signed tax forms, requesting documents, routing approvals, a tool built for that job will serve you better than a dashboard will. SmartVault ships unlimited storage with no per user fee and plugs directly into Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake; ShareFile's own Industry Advantage tier bundles accounting specific workflow automation too. Papercrane doesn't request documents, collect signatures, or manage workflow. It's worth connecting when what you need is to see what's already in the account, not to change how work gets into it.
Questions ShareFile users ask us
Most firms on ShareFile keep the books in QuickBooks or Xero and the client conversation in Outlook. Connect those alongside ShareFile and ask across all three.
Connect ShareFile, ask what's actually in the account, and see it as a dashboard instead of a folder tree.
Free to connect and ask. Paid plans start at publishing. See pricing
Papercrane
Integrations: