Plans

Three plans, chosen by the work you do.

ShareAndGo comes in three plans: Starter, Professional and Business. Every plan includes the controls that make a data room worth using. They differ in how many rooms, how much storage and how many team members they include, and in the reporting and search that larger processes need.

This page describes what each plan includes so you can decide which one suits your work.

Recipients are never counted against a plan

Same security controls on every plan

One MyAndGo login

Included on every plan

Whichever plan you choose, the essentials of a secure data room are there from the first day. The people you invite into your rooms are not counted against your plan, so you can bring in as many buyers, advisers, auditors or directors as the work needs.

View-only documents rendered on our side, with per-recipient watermarks carrying each viewer's name, email address and the date
Email-verified recipients who enter with a six-digit code and need no account
Folder permissions for each recipient group, plus download, print and copy controls
Invitations with end dates, one-click extensions and revocation at any time
Questions and answers inside the room, with assignment, categories and priorities
Document request checklists with templates, assignment and status tracking
Virus scanning on every upload, with nothing served until the scan is clean
A tamper-evident audit log of every view, upload, download, invitation and change, exportable as CSV
Room export as a ZIP that keeps the folder structure, with a document index as PDF and CSV
Your logo and company name on invitations
Team sign-in through MyAndGo with two-step verification and session timeouts you set

The three plans

Starter

For a sole practitioner or a small business running one or two processes at a time, such as an annual review with an accountant or a single lending application. Starter includes every control listed above, with a modest number of rooms, a modest amount of storage and a small team.

Professional

For advisory firms and businesses running a sale, a raise or several client matters at once. Professional adds insights into who opened what and for how long, AI-powered search across every document, and confidentiality terms that each visitor accepts before seeing a document. It also includes more rooms, more storage, more team members and larger individual files than Starter.

Business

For firms and companies with many rooms open at once or very large document sets. Business includes everything in Professional, with no limit on the number of data rooms and the most storage and team members of the three plans.

How to choose

Start with the number of processes you run at once

Each sale, raise, client review or matter usually gets its own room. If you run one or two at a time, Starter fits. An accounting practice preparing rooms for several clients through the year, or an adviser running parallel sale processes, will be more comfortable on Professional or Business.

Then ask whether you need to know how long people read

In a competitive sale or an investor round, knowing that a bidder spent real time on the financial statements, or that an investor has not opened the deck, changes what you do next. Those time-on-document insights, and the workspace analytics view across all your rooms, are on Professional and Business.

Consider how much searching you will do

A room with a few dozen documents is easy to browse. A due diligence room with hundreds of contracts, invoices and scanned records is not. AI-powered search, which finds the words inside documents and shows highlighted snippets, is on Professional and Business.

Decide whether visitors must accept terms first

If your process depends on every visitor accepting confidentiality terms before they see a document, with a record of who accepted and when, choose Professional or Business.

Common questions

Are the people I invite counted against my plan?

No. Recipients are not counted on any plan. Plans set how many of your own team members can sign in to manage rooms.

Can I move between plans?

Yes. You can change plans as your work changes, for example moving up for the months a sale is running.

Do all plans include the same security?

Yes. View-only rendering, watermarks, verified access, virus scanning and the audit log are on every plan. The higher plans add capacity, reporting, search and confidentiality acceptance.