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Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and secure data with automatic back-ups.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and sec...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
The first PDF software you will actually like. Smallpdf features 21 PDF tools, 24 languages, and 30 million monthly users.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools.
Founded in 2013, Smallpdf provides a simple, secure, and reliable answer to heavy, awkward PDF software. By removing unnecessary features and adding a deep focus on user experience, Smallpdf has become the most-loved PDF software on the planet, serving over 500 million users, 100,000 different companies, in 24 different languages.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools.
Founded in 2013, Smallpdf provides a s...
- Collaboration Tools
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Shoeboxed is the easiest way for your business to track expenses, categorize receipts, log mileage, create expense reports and more.
Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and categorizes everything into a secure, searchable online account that is accepted by the IRS. Plans start at $29 per month.
Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and categorizes...
Easy to use and update, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers & staff
Clean, simple and intuitive, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers and employees. No distractions or cumbersome setups - just no-nonsense knowledge base software, ready to improve knowledge retention and customer satisfaction. And if you do need us, our friendly support team are always here to help you get the most out of your KnowledgeOwl subscription.
Clean, simple and intuitive, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers and employees. No distractions or cumbersome setups - just no-nonsen...
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- Archiving & Retention
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Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device.
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find out how smart teams use online workspaces to work better together and get the job done. Trusted by UK government and high-performing businesses - big and small.
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find ou...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
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Knowledge engagement software enabling teams to access, collaborate across, and draw upon their organizations collective intelligence.
Bloomfire is the leader in knowledge engagement, delivering an experience that connects teams and individuals with the information they need to excel at their jobs. Our cloud-based knowledge engagement platform gives people one centralized, searchable place to engage with shared knowledge and grow their organizations collective intelligence. For more information or to schedule a demo, visit www.bloomfire.com.
Bloomfire is the leader in knowledge engagement, delivering an experience that connects teams and individuals with the information they need to excel at their jobs. Our cloud-based knowledge engagement...
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- Archiving & Retention
- Document Generation
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Priority Matrix helps managers and executives manage tasks effectively and efficiently across iPad, iPhone, Mac, and Windows.
PRIORITY MATRIX is a powerful, intuitive, and easy to use software suite that helps individuals be more effective at managing their priorities using proven time management methodologies. For individuals, Priority Matrix provides a platform to prioritize tasks and projects to work more effectively. For teams, Priority Matrix provides a means to communicate team priorities, delegate work, track progress, and ultimately, provide more visibility and accountability.
PRIORITY MATRIX is a powerful, intuitive, and easy to use software suite that helps individuals be more effective at managing their priorities using proven time management methodologies. For individual...
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Smokeball is a complete cloud-based legal productivity software built for PCs. Manage your staff and entire firm in one place.
Smokeball is the only cloud-based legal case management software that also runs from your desktop. Manage all of your matters with collaborative case management; customize your commonly used forms with a single click in document automation; pull up-to-date local forms from our library of 20,000+ court documents; track your billable hours across programs without a single click; bill, e-file, and collect all in one place; and chat with employees and colleagues in a built-in message app.
Smokeball is the only cloud-based legal case management software that also runs from your desktop. Manage all of your matters with collaborative case management; customize your commonly used forms with...
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Powerful document management software application that enables you to easily organize and manage all of your documents and information.
M-Files provides a next generation intelligent document management platform that improves business performance by helping people find and use information more effectively. Improve workflow, increase information reuse, eliminate redundancy, securely control content, and avoid conflicts and data loss all in a single, intuitive document management solution that integrates with Windows Explorer. Thousands of organizations in over 100 countries use M-Files for managing their business information nee
M-Files provides a next generation intelligent document management platform that improves business performance by helping people find and use information more effectively. Improve workflow, increase in...
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Quip combines documents, spreadsheets, and chat in one organized experience.
Centralize and organize your team's work, so you can create and communicate in the same place. Create and share documents, manage projects, and stay connected every step of the way. Quip combines documents, spreadsheets, tasks, and chat in one seamless experience. Used by thousands of the most innovative companies in the world including Facebook, NewRelic, Quora, and Pinterest. Available on web, Mac, Windows, Android, and iOS. Get started with Quip for free.
Centralize and organize your team's work, so you can create and communicate in the same place. Create and share documents, manage projects, and stay connected every step of the way. Quip combines docum...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
With GoCanvas you will never have another disconnect or delay, all forms can be accessed on a mobile device or your back end database.
The mobile-base GoCanvas solution helps companies eliminate their paperwork processes and allows them to share documents such as inspections, work orders, invoices, time cards and daily field reports in real-time across the business. Once the forms are submitted, from a back end cloud database, you can visualize all of the information that has been collected, in a way that works for your business so you can make faster, more informed decisions
The mobile-base GoCanvas solution helps companies eliminate their paperwork processes and allows them to share documents such as inspections, work orders, invoices, time cards and daily field reports i...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
CloudApp enables instant business communication through shareable videos, gifs, and screenshots
CloudApp is the premier provider of visual communication for the workplace. This high growth video solution creates a collaborative space for capturing instantly shareable videos, GIFs, and screenshots. a near 5-star business user rating from G2, Trust Radius, and Gartner Peer Insights Using its combination of screen recording, screenshot tool, and GIF maker tools and with its integrations with workflow tools Zendesk, Asana, Microsoft, Adobe, Drift, and others it is uniquely positioned as an in
CloudApp is the premier provider of visual communication for the workplace. This high growth video solution creates a collaborative space for capturing instantly shareable videos, GIFs, and screenshots...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Industry-leading data protection helps businesses of all sizes through data encryption, compliance, file management and cloud backup.
Industry-leading data protection system which helps businesses of all sizes through data encryption, compliance, file management and cloud backup. Protect against accidental deletion, theft, hardware failure, and data corruption. Restore data following a ransomware attack without paying ransom and retain business data to meet compliance requirements. Automatic backup, with award winning support makes data protection seamless.
Industry-leading data protection system which helps businesses of all sizes through data encryption, compliance, file management and cloud backup. Protect against accidental deletion, theft, hardware f...
Powerful enablement for enterprise sales and marketing teams.
Seismic is the recognized leader in enterprise-grade sales and marketing enablement, equipping sales teams with the knowledge, messaging, and automatically personalized content proven to be the most effective for any buyer interaction. Powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be adjusted.
Seismic is the recognized leader in enterprise-grade sales and marketing enablement, equipping sales teams with the knowledge, messaging, and automatically personalized content proven to be the most ef...
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Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendari...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.
SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means what takes you days or weeks to produce will now take mere minutes to create with SmartDocs. No IT professional is needed to implement and maintain SmartDocs. Your team will centralize approved content, automate templates, and eliminate costly mistakes. Scalable for teams of 5 to 5000+ writers.
SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means wh...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Free app to manage PDF files, alone or in bulk, over the web. Merge, compress, split and convert PDFs within seconds.
Free app to manage PDF files, alone or in bulk, over the web. iLove PDF offers a toolkit to merge, compress, split, convert, watermark, and unlock PDFs within seconds. iLovePDF also converts from/to main Office formats such as Power Point, Excel and Word.
Free app to manage PDF files, alone or in bulk, over the web. iLove PDF offers a toolkit to merge, compress, split, convert, watermark, and unlock PDFs within seconds. iLovePDF also converts from/to ma...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
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Concord is the simplest way to collaborate on, sign, manage, and store agreements.
Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money.
Over 500,000+ companies trust Concord with their contracts.
With Concord, you can: draft, negotiate, sign, and manage every contract across your organization all in one place; work the way you want on Concord, Word, or Google Docs; collaborate with everyone your teams, customers, and vendors. Get started in minutes, not months.
Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money.
Over 500,000+ companies trust Concord with their...
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
An online file management system that lets you create, store, organize, collaborate and share files securely.
Zoho Docs is an online file storage and management software. Save all your images, videos, files and documents & access them across all devices from anywhere and at anytime. Sync your offline files to the cloud using Zoho Docs Sync. Your data is kept secured and encrypted during transit. Share files, collaborate with your team, manage access permissions, assign tasks and get work done without hassle. You can also preview over 160 different file types without having to download them.
Zoho Docs is an online file storage and management software. Save all your images, videos, files and documents & access them across all devices from anywhere and at anytime. Sync your offline files to...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
MangoApps is a modern intranet platform that helps you create a unified employee experience and keep everyone on the same page.
MangoApps is an intranet platform that gives you all the tools you need to create a unified employee experience and keep all your people on the same page, from wherever they are. Our modern, user-friendly intranet serves as a centralized hub where your employees can find all of their tools and updates in a single, customized dashboard. This approach promotes alignment, efficiency, and community, and enables everyone to find the files, colleagues, and information they need without any roadblocks.
MangoApps is an intranet platform that gives you all the tools you need to create a unified employee experience and keep all your people on the same page, from wherever they are. Our modern, user-frien...
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- Archiving & Retention
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Streamline your document authoring, editing, approval, and employee sign-off processes.
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless documentation. Employees access applicable documents effortlessly, reducing wasted time searching for policies & procedures. Attestations of understanding are collected and stored with rapid retrieval during audits.
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless doc...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Electronic signature tool that helps businesses of all sizes share documents across multiple clients to collect hand-drawn signatures.
Electronic signature tool that helps businesses of all sizes share documents across multiple clients to collect hand-drawn signatures.
Electronic signature tool that helps businesses of all sizes share documents across multiple clients to collect hand-drawn signatures....
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- Archiving & Retention
- Document Generation
- Electronic Signature
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A modern intranet that enables you to activate your company culture by informing, aligning, engaging and enabling your employees.
OnSemble's comprehensive intranet software and services solution enables you to activate your customer-oriented culture by informing, aligning, engaging and enabling your employees. OnSemble allows you to regularly communicate with all employees, keep employees connected and engaged, align employees with company objectives, and enable employees to share documents and collaborate. We have over 17 years of intranet experience. We'll partner with you to guide you to initial and ongoing success.
OnSemble's comprehensive intranet software and services solution enables you to activate your customer-oriented culture by informing, aligning, engaging and enabling your employees. OnSemble allows you...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
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Mailroom management solution that helps businesses scan, upload, and send envelopes, packages, magazines, and postcards to customers.
PostScan Mail gives you the ability to offer virtual mailbox services to your customers, our software can be used to scan and upload mail, packages, magazines and postcards to the cloud! There are no upfront capital investments and we offer simple flat-rate pricing, training and automated mailbox renter billing.
PostScan Mail gives you the ability to offer virtual mailbox services to your customers, our software can be used to scan and upload mail, packages, magazines and postcards to the cloud! There are no u...
eXo Platform is a digital workplace solution that enables your teams to locate, edit and share documents with ease.
eXo Platform is the simplest way to share and collaborate on files inside and outside your organisation.
With eXo platform, you can collaborate on documents with the view, edit and share features.
You can also work on a file, view the document, discuss it and save it directly via the team¿s activity stream. Any changes you make are updated seamlessly.
eXo platform open-source document management software comes with a full set of collaboration tools.
eXo Platform is the simplest way to share and collaborate on files inside and outside your organisation.
With eXo platform, you can collaborate on documents with the view, edit and share features.
You ...
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#1 Enterprise File Sharing, Sync and Backup.
Filecloud is growing faster than Dropbox or Box!
#1 Enterprise File Sharing, Sync and Backup. Get complete data ownership, residency and control.
Filecloud Server: Run your own private Dropbox-like file sharing and sync solution, integrated with your IT infrastructure and storage.
Filecloud Online: We host FileCloud for you on a world class infrastructure in the region of your choice. No installation. We take care of all the technical details.
#1 Enterprise File Sharing, Sync and Backup. Get complete data ownership, residency and control.
Filecloud Server: Run your own private Dropbox-like file sharing and sync solution, integrated with you...
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Asite's Adoddle is a cloud platform for seamless collaboration across disciplines, from concept to completion and beyond.
Asite's Adoddle platform gives everyone involved in construction and facilities projects access to key information regardless of location or device. It enables increased collaborations which results in fewer mistakes, delivering huge time and cost saving. You can store and manage all project data in one central and secure repository. Adoddle is a bespoke platform which allows our clients to fully configure the structure of their content with highly controlled access and rich workflows.
Asite's Adoddle platform gives everyone involved in construction and facilities projects access to key information regardless of location or device. It enables increased collaborations which results in...
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Online cloud-based platform that allows you to quickly create, edit and review PDF files. (fka PDFPro)
PDF and document management solution designed to help businesses of all sizes, government officials, and lawyers create, edit, split, merge, modify, and rotate PDF files. DocFly enables administrators to convert files in MS Word, MS Excel, and MS PowerPoint into PDFs. Teams can utilize the platform to add or erase texts, images, watermarks, and signatures, reorder pages, and convert PDFs into JPG and PNG file formats. It allows administrators to add or change passwords to secure PDF files.
PDF and document management solution designed to help businesses of all sizes, government officials, and lawyers create, edit, split, merge, modify, and rotate PDF files. DocFly enables administrators ...
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- Document Generation
- Electronic Signature
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Free trial, starts at $29/mth. Easily create a smart document (PDF, Word, etc.), merge it with data and deliver wherever you want.
No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the cloud into a PDF, Word doc, Excel spreadsheet, or PowerPoint instantly without lifting a finger. It is simple, just set up a document (or template) in WebMerge, integrate with popular services to send your data to that document, and we'll send you a merged copy. Seamless. Automated. Easy.
No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the...
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- Archiving & Retention
- Document Generation
- Electronic Signature
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Cloud Based and On-Premises Document Management Software. Securely store and search documents. No 3rd party license needed.
EisenVault Digital Document Management System is VAPT and ISO 27001 Certified. It has a web-based user interface is modern and easy to use, reducing the learning curve. Available as a mobile app for both iOS and Android users, enabling access when you are on the move. Features include multi level workflows, optical character recognition, custom metadata, full text search and more. Integrates with Microsoft Office (including Outlook) and with Gmail.
EisenVault Digital Document Management System is VAPT and ISO 27001 Certified. It has a web-based user interface is modern and easy to use, reducing the learning curve. Available as a mobile app for bo...
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
LetsBuild is a real-time construction project management that works! Available both on Web and as a field reporting construction app.
LetsBuild is a real-time construction project management platform for construction industry.
From end to end, LetsBuild supports the construction phase.
LetsBuild provides: real-time communication from construction site to office, simple-to-use field reporting, overview and insights across all construction projects, easy one-click reports on all your projects and numerous integrations with other tools.
Join construction industry leaders from 35+ countries in using LetsBuild!
LetsBuild is a real-time construction project management platform for construction industry.
From end to end, LetsBuild supports the construction phase.
LetsBuild provides: real-time communication fro...
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- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Web-based storage solution with secure data transfer and iron-clad encryption that keeps your documents safe.
pCloud Business - Secure Cloud Storage Solution for Small Companies
- One place to store, sync and collaborate on your business files with your colleagues
- 1 TB storage and pCloud Crypto now included for each user in the Business Account
- Share your business documents securely with colleagues, partners and clients
- Easy to use tools designed to help you control and optimize your workflow
You can try pCloud Business - Free for 30 days
pCloud Business - Secure Cloud Storage Solution for Small Companies
- One place to store, sync and collaborate on your business files with your colleagues
- 1 TB storage and pCloud Crypto now include...
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- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
SmartVault makes it easy to collect, manage, & share documents with a single, integrated document management & client portal solution.
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secu...
- Collaboration Tools
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Neat is document digitization solution that enhances the productivity of small businesses by automating their bookkeeping activities.
Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able to organize and retain their documentation data in a digital format for business and income tax purposes, transmit it to accounting, contact management and marketing automation platforms, leverage analysis tools to monitor the health of their business and create Expense Reports for reimbursement.
Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able...
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- Document Generation
- Electronic Signature
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Practice management software built to empower accounting firms to spend more time helping their clients succeed.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate post-filing issues.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document...
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- Document Generation
- Electronic Signature
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CapLinked's enterprise VDR and Document Management solution provides the best way to securely share and track all of your information.
CapLinked provides the industrys leading Virtual Data room and Document Management solution, making limited security, out of office access, and frustrating indexing limitations a thing of the past. Experience the flexibility of being able to access information securely from anywhere on any platform or device in addition to having a full API complete with private keys for developers. Get started with the best tool for digital rights management and due diligence in minutes with a free trial!
CapLinked provides the industrys leading Virtual Data room and Document Management solution, making limited security, out of office access, and frustrating indexing limitations a thing of the past. Exp...
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- Document Generation
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Soda PDF Anywhere is the first full-featured PDF solution available both as a desktop and a web-based app.
Soda PDF Anywhere is the first fully functional PDF solution available both as a desktop and a web-based app. Users have the freedom to access features on any device with a web browser, including desktops, laptops, smartphones, and tablets. It comes equipped with innovative features specifically designed to increase productivity, including PDF conversion, editing, reviewing & security tools, a reputable e-signature solution, Bates numbering, cloud integration, and much more. Try it free today!
Soda PDF Anywhere is the first fully functional PDF solution available both as a desktop and a web-based app. Users have the freedom to access features on any device with a web browser, including deskt...
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Quality Management Software; includes electronic document control, training control, corrective action, audit, supplier mgmt, and more.
MasterControl Quality Excellence solutions are used by five of the largest regulatory agencies in the United States. A leading software-as-a-service (SaaS) provider, MasterControl helps companies get their life-improving products to market sooner. It does this by providing cloud-based solutions that manage an organizations documents, training and exams, corrective/preventive action, validation, and more. And its not just quality MasterControl has solutions for the entire product lifecycle.
MasterControl Quality Excellence solutions are used by five of the largest regulatory agencies in the United States. A leading software-as-a-service (SaaS) provider, MasterControl helps companies get t...
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Plagiarism detection solution that helps users scan, compare and analyse the content through artificial intelligence & machine learning
Detect plagiarism, paraphrased content, and non-verbatim text in 100+ languages. Go beyond checking word-for-word plagiarism and identify if the meaning of the text is plagiarized using Artificial Intelligence and Machine Learning technology.
Features: Open-Source API, Integrations with LMSs, MS-Word, and Google Docs, Cloud computing and storage, Military-grade 256-bit encryption for Data Safety, In-Depth Search Technology, Duplicate file finder tool, Mobile App with OCR Technology
Detect plagiarism, paraphrased content, and non-verbatim text in 100+ languages. Go beyond checking word-for-word plagiarism and identify if the meaning of the text is plagiarized using Artificial Inte...
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- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Converts CSV/Excel/PDF/QIF/OFX/QFX files with transactions to format your accounting software needs (like QBO format for Quickbooks).
Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accounting, LessAccounting, MS Money and others.
Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accoun...
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- Document Generation
- Electronic Signature
- Compliance Tracking
Content management solution for videos, dynamic and personalized media, etc. that supports content search and workflow management.
Content management solution for videos, dynamic and personalized media, etc. that supports content search and workflow management.
Content management solution for videos, dynamic and personalized media, etc. that supports content search and workflow management....
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- Archiving & Retention
- Document Generation
- Electronic Signature
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Manage your complex portfolio of projects through Changepoint PPM.
You need to get things done. A lot of things.
Changepoint PPM (Daptiv) makes sense of your complex mix of projects. Efficiently manage and staff resources, streamline project intake, align projects to business strategy, and leverage powerful embedded analytics in one powerful, configurable solution. This single source of truth provides visibility into your entire portfolio across methodologies.
Visit us today to learn more about how we can help you acheive better business outcomes.
You need to get things done. A lot of things.
Changepoint PPM (Daptiv) makes sense of your complex mix of projects. Efficiently manage and staff resources, streamline project intake, align projects to...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Legal Case Management Software for firms of all sizes, and all practice areas. Prevail will help you handle more cases in less time.
Since 1993, Prevail has been trusted by law firms, large and small, all over the US, handling all areas of practice, and specializing in Disability and Injury Law. Manage all of your matters in one database with Automated Intake, Document Generation, QuickBooks Integration, Medicals and Evidence Tracking, Outlook Integration, Damages/Specials Tracking, Settlement Calculation, Litigation, Scanning and more.
Since 1993, Prevail has been trusted by law firms, large and small, all over the US, handling all areas of practice, and specializing in Disability and Injury Law. Manage all of your matters in one dat...
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- Archiving & Retention
- Document Generation
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- Compliance Tracking
Trusted by professionals to securely share large volumes of sensitive documents for due diligence, compliance and litigation.
More deals, diligence and compliance gets done in Firmex data rooms. With 15,000+ new rooms opened a year, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust and secure data rooms, along with our industry-leading customer service, give you control over your critical documents. Firmexs flexible pricing is unique in the market with an unlimited data room subscription or per-use transaction pricing. SOC 2, GDPR, HIPAA compliant. SSO, API and Redaction.
More deals, diligence and compliance gets done in Firmex data rooms. With 15,000+ new rooms opened a year, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
SalesHandy is a sales enablement tool that provides you with email recipient's engagement data and helps you get more done through stat
SalesHandy is a sales enablement tool that provides you with email recipient's engagement data and helps you get more done through state of the art email productivity features.
You can track unlimited emails for free, schedule emails, attach and send smart templates, automate follow-up emails and get behavioral insights from email communications to know the most engaged recipients faster.
It is compatible with all email service providers including Gmail/Gsuite, Outlook, Yahoo and others.
SalesHandy is a sales enablement tool that provides you with email recipient's engagement data and helps you get more done through state of the art email productivity features.
You can track unlimited...
Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.
Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.
Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub....
ECM solution that combines integrated document management, business process management and records management.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premi...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Tresorit is the end-to-end encrypted file sync and sharing solution which safeguards confidential information by design.
Tresorit is an end-to-end encrypted file sync and sharing solution designed to safeguard sensitive content. Unlike other public cloud vendors, Tresorit has no access to user files, which ensures maximum confidentiality.
- Files are protected from the moment you upload them to the cloud, until they reach the intended recipient.
- Tresorit provides a digital workspace where your highly sensitive documents remain safe.
- Manage and oversee all users and their data with powerful control options.
Tresorit is an end-to-end encrypted file sync and sharing solution designed to safeguard sensitive content. Unlike other public cloud vendors, Tresorit has no access to user files, which ensures maximu...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Clustdoc helps your request, collect, review and share files with thrid-parties and team members easily.
Clustdoc helps your request, collect, review and share files with third-parties and team members easily.
Clustdoc helps your request, collect, review and share files with third-parties and team members easily....
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Best DMS -Business News Daily 2015 2016 2017
Great User Experience Award #1 FinancesOnline
Premium Usability 2019 FinancesOnLine
PinPoint DMS - Run cloud or On-Premise - Access from any devices. Automatic filing without human intervention, and NO templates needed!. Only DMS system with Versioned Automated Document Publishing and Generation. Digital Signature and markup built-in.
Now with built-in LMS, Polls, Outside Forms and CRM Included 19 years in DMS at a fraction of the cost. On-Boarding, Workflow, Version, Records Management with full Character searching.
Built-in integration and an API.
PinPoint DMS - Run cloud or On-Premise - Access from any devices. Automatic filing without human intervention, and NO templates needed!. Only DMS system with Versioned Automated Document Publishing an...
- Collaboration Tools
- Version Control
- Archiving & Retention
- Document Generation
- Electronic Signature
- Compliance Tracking
Document Management Software Buyers Guide
Table of Contents
What is document management software?
Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.
The benefits of document management software
Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.
Listed below are some advantages of using a document management solution:
- Access documents anywhere and anytime
- Collaborate through file sharing
- Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
- Reduce costs related to storing physical documents
Typical features of document management software
- Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
- Document storage: Store, access, share, and edit documents in a common platform.
- Full text search: Search for relevant files and documents by typing keywords into a search box.
- Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
- Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
- Document archive: Create a centralized repository for storing confidential and archived data for future reference.
Considerations when purchasing document management software
- Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
- Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
- Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
Relevant document management software trends
- Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
- Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.