Learn why Software Advice is free

Document Management Software

WealthSphere is a wealth management software that combines multiple client management modules, such as the customer relationship management (CRM) system, entity administration, document management, accounting, asset management,... Learn more

(0 reviews)

Aha! Suite is a comprehensive suite of tools designed to assist in every stage of the product development lifecycle. It aims to facilitate the creation of valuable software by enabling teams to strategize, plan, build, and... Learn more

ShareGate is an out-of-the-box Microsoft 365 migration and governance solution that keeps your migration projects on track while preserving data integrity, security, and environment hygiene. Comprising two products – ShareGate... Learn more

OneDrive is a cloud-based content management solution that provides organizations with a platform to collaborate, share and store documents. This system enables cross-platform synchronization and prevents data loss. OneDrive... Learn more

Docusign helps organizations connect and automate how they prepare, sign, act on and manage agreements. Docusign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any... Learn more

Box

Simplify your tech stack and save on cost with the Content Cloud: a secure, easy-to-use platform built for the entire content lifecycle, from file creation and sharing, to co-editing, e-signature, classification, and retention.... Learn more

Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view... Learn more

Notion is a digital workspace that lets small to large businesses streamline and manage notes, tasks, projects, records, calendar and more. Key features include portfolio tracker, designer templates, database management,... Learn more

Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job application... Learn more

iCloud is a file storage solution that helps businesses backup and share photos, notes, documents and other data with stakeholders. It lets users create multiple folders, rename them and add color-coded tags to organize files as... Learn more

iLovePDF streamlines document management with a versatile suite of 25+ tools, accessible on mobile, desktop, and via a REST API. Whether merging, splitting, compressing, converting, or eSigning PDFs, it offers an all-in-one... Learn more

With Clio, legal professionals can simplify every aspect of their law firm operations, from billing to communication, document management, client intake, and beyond. The software aims to provide everything a law firm needs in one... Learn more