---
title: "Papercloud Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Papercloud Software - reviews, pricing plans, popular comparisons to other Document Management products and more."
source_url: "https://www.capterra.com/p/10006907/Papercloud/"
page_type: "product"
language: "en"
---

# 

 Papercloud Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Papercloud

## What is Papercloud?

Papercloud is a cloud-based document management solution that offers intuitive features and a user-friendly interface. Built to reflect how we traditionally handled paperwork, Papercloud is visually-led. Infinite cabinets, files, with boxes holding thousands of individual items of paperwork - you set the system up to reflect how you work with your existing paper systems. Completely secure and easy to get up and running, your Users will be able to work their way around the system in minutes.

## What is Papercloud used for?

[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 104 user reviews

Reviews sentiment

Positive

84%

Neutral

15%

Negative

1%

Starting price

£75

Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Papercloud?[Manage this product listing](https://www.g2.com/products/volume/claim_requests/new?auto=true)

Rating Breakdown

4.2

+−

Features4.1

Value for Money4.2

Ease of Use4.3

Customer Service4.4

Rating Breakdown

4.2

Features4.1

Value for Money4.2

Ease of Use4.3

Customer Service4.4

## Papercloud Reviewers Verdict

Updated August 2026

AI summary

-   Papercloud is well suited for organizations seeking a straightforward way to digitize and manage document-heavy workflows.
-   Reviewers are positive about its easy data storage, accessible document management, and responsive customer support.
-   It delivers practical value by reducing physical paperwork, making files accessible remotely, and supporting daily operations with simple navigation.
-   Buyers may need to accept some trade-offs with occasional slow performance, document saving quirks, and search limitations.
-   It fits teams prioritizing simple, secure storage and daily accessibility, but may not meet needs for advanced features or high-volume, complex searching.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Papercloud

4.2 (104)

VS.

[4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

£75

Per Month

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (104)

Ease Of Use

4.7 (29,126)

Value For Money

4.2 (59)

Value For Money

4.5 (20,679)

Customer Service

4.4 (70)

Customer Service

4.6 (18,711)

## Papercloud alternatives

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (29,203)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,621)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[4.5 (12,873)](https://www.capterra.com/p/161304/OneDrive/reviews/)

Starting price

$1.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161304/OneDrive/)

[View all alternatives](https://www.capterra.com/p/10006907/Papercloud/alternatives/)

## FAQs about Papercloud

Overview

### What problems does Papercloud solve?

Papercloud solves paper-heavy filing, slow document retrieval, and inconsistent file organization by mirroring familiar cabinet structures in a cloud system. It helps admin teams, advisers, claims staff, accountants, and back-office operations quickly upload, search, share, and audit client records, especially when working remotely or across departments.

Answer based on 77 reviews

Overview

### Which roles and teams benefit most from Papercloud?

Papercloud is most used by paraplanners, financial advisers, and client service teams in financial services. These roles rely on it to organize client documents, manage policy and investment administration, streamline underwriting and claims workflows, and keep advisers, account handlers, and directors aligned on client records and service delivery.

Answer based on 104 reviews

Overview

### What company size and industries is Papercloud built for?

Papercloud is built primarily for small financial services firms, with 78% of reviewers from small businesses and 66% from Financial Services. It also serves Insurance at 27% and Accounting at 3%, with some use in midsize companies at 21%. Its core use case is document management.

Answer based on 104 reviews

Features and Usability

### What are the key features of Papercloud?

Papercloud includes core document management features such as document storage, drag-and-drop upload, document capture, file sharing, and full text search. Differentiating features include customizable templates and filing structures, tagging and notes, plus access controls and secure data storage for remote access and controlled document visibility.

Answer based on 55 reviews

Integrations

### Which third-party tools and platforms does Papercloud integrate with?

Papercloud integrates with Microsoft Outlook, Microsoft Excel, and Microsoft Word for document management and email archiving. The catalog and reviewer mentions also point to direct connections for saving emails, editing spreadsheets, and filing documents across common Microsoft Office workflows.

Answer based on 9 reviews

Getting Started and Support

### What training and onboarding options does Papercloud offer?

Papercloud provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning for reviewing setup steps and product features.

Getting Started and Support

### What customer support options does Papercloud offer, and how do users rate the experience?

Papercloud offers email/help desk, a knowledge base, and phone support. Users generally describe support as responsive, professional, and helpful, with user guides aiding setup and day-to-day use. Most report good experiences when questions arise, though a few mention occasional phone wait times and slower progress on fixes or new features.

Answer based on 14 reviews

Security

### How does Papercloud handle data security and access control?

Papercloud uses SSO and configurable document access setups so users can see relevant information clearly, whether working remotely, from home, or in the office. Reviewers also highlight easy document retention and user reallocation through in-trays. Some note access management is less flexible, requiring new groups for small permission changes.

Answer based on 11 reviews

Document saving

### How well does Papercloud handle saving documents?

Papercloud makes document storage and retrieval easy, but saving behavior is a common frustration for many teams. Office staff and document-heavy users like quick file access, folder organization, and Outlook or Word saving, yet many report repeated save prompts, slow updates, occasional login issues, and lost changes without autosave.

Answer based on 32 reviews

## Who uses Papercloud?

Based on Capterra reviews from the past 4 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 32,025 Document Management reviews

Capterra data shows that buyers of document management software rank the following features as their top priorities:

-   **Secure Data Storage** (**56%** of reviewers rated this feature as critical)
-   **Document Storage** (**51%**)
-   **File Sharing** (**49%**)

Papercloud supports all three features that reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information quickly with the right people, allowing teams to manage records more efficiently and work with greater confidence.

Secure Data Storage

4.7 (64)

92.19% of 64 reviewers that rated this feature as important or highly important

With this capability, you can restrict access to sensitive client data and store information securely online. Reviewers appreciate the strong data protection, mention no data leaks, and value options like SSO, 2FA, and off-site storage for peace of mind.

Document Storage

4.7 (70)

95.71% of 70 reviewers that rated this feature as important or highly important

Papercloud offers an intuitive digital filing system that makes storing, organizing, and retrieving documents easy. Users think it saves time, reduces paperwork, and allows quick access from anywhere, with plenty of storage and helpful templates for organization.

File Sharing

4.2 (39)

76.92% of 39 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

Electronic Signature

3.6 (19)

63.16% of 19 reviewers that rated this feature as important or highly important

Digitally sign online documents

Search/Filter

3.8 (57)

85.96% of 57 reviewers that rated this feature as important or highly important

It gives you tools to quickly locate client files and documents. Some reviewers find the search fast and easy to use, but others report irrelevant results, crashes, and difficulties searching by certain fields, indicating inconsistent effectiveness.

File Recovery

4.2 (41)

85.37% of 41 reviewers that rated this feature as important or highly important

Recover lost, deleted, or damaged files

Papercloud 30 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Review: Review and analyze existing information across documents
- Document Storage: Papercloud offers an intuitive digital filing system that makes storing, organizing, and retrieving documents easy. Users think it saves time, reduces paperwork, and allows quick access from anywhere, with plenty of storage and helpful templates for organization.
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- File Recovery: Recover lost, deleted, or damaged files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents
- Search/Filter: It gives you tools to quickly locate client files and documents. Some reviewers find the search fast and easy to use, but others report irrelevant results, crashes, and difficulties searching by certain fields, indicating inconsistent effectiveness.
- Secure Data Storage: With this capability, you can restrict access to sensitive client data and store information securely online. Reviewers appreciate the strong data protection, mention no data leaks, and value options like SSO, 2FA, and off-site storage for peace of mind.
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Version Control: Track revisions and updates made to files and navigate between different versions

---

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We can help you find the software with the features you need.

Features

4.1 (104)

4.1

Based on 104 reviews

## Pricing

Value for money

4.2 (59)

Entry Level - up to 3 users

£75.00

Per Month

Value for money

4.2 (59)

4.2

Based on 59 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (70)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (70)

4.4

Based on 70 reviews

## User reviews

Overall rating

4.2

Based on 104 reviews

Filter by rating

5(41)

4(46)

3(16)

2(1)

1(0)

Mentioned topic

Sorted by most recent

AC

Alexander C.

Chartered Wealth Manager

Financial Services

### "Seven out of ten"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

May 15, 2025

Overall papercloud is an improvement to the system we were using previously (watermark). It is sometimes clunky, but okay overall.

Pros

Ease of filing data. I think that an improvement to the way in which files can be saved from papercloud would make sense (i.e. if I wanted to extract data).

Cons

It is temperamental. Sometimes updates mean that you are locked out of the files.

Switched from

[Volume](https://www.capterra.com/p/164888/Volume/)

A refreshing of our firm's systems prompted the change.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AB

Anna B.

Aministration

Accounting

### "Very happy with papercloud"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

October 2, 2024

very good- use it everyday at work and will continue to

Pros

i use it for separating and uploading documents

Cons

the quality of the scan doesn't always stay the same. not sure if that is down to paper cloud though

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

LC

Lucia C.

Paraplanner

Financial Services

### "Easy to use filing system"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 1, 2024

Generally good. No issues. Intuitive and very straight forward to set up files and folders

Pros

Simple and clear to use. Flexible system depending on what files and folders you need

Cons

Often drops connection but this could be an IT issue

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SW

Steph W.

Office Manager

Financial Services

### "Easy to use and reliable"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 19, 2024

Easy to use, generally quite reliable, image quality good.

Pros

Visual layout is easy to use and adapt.

Cons

The search facility could be better as can mostly search via surname

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SB

Seanne B.

Financial Planning Administrator

Financial Services

### "Really pleased with paper cloud "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 16, 2024

Great system, functionality is tidy and easy use. The system is clear and very easy to understand as a new user which I like

Pros

The speed in which documents are moved around and loaded. How well organised the system is

Cons

would be handy to view deleted items easier

Switched from

[Volume](https://www.capterra.com/p/164888/Volume/)

Better system was needed with better speed and storage

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TB

Tom B.

Paraplanner

Financial Services

### "Papercloud Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

August 20, 2024

Good, would prefer if multiple clients could be opened at once.

Pros

Easy to move boxes around and to view paperwork.

Cons

Often very slow to load and it would be better if multiple clients could be loaded at once without crashing.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SC

Stephen C.

Financial Adviser

Financial Services

### "Efficient Document Storage and Sharing"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

5/10

July 10, 2024

Happy wit this software which does the job asked of it very well overall.

Pros

Ease of use when storing and recovering documents.

Cons

Search facility could be improved sometimes.

Switched from

[Volume](https://www.capterra.com/p/164888/Volume/)

We were changing our entire back office system and Volume features were too limited.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

DB

Dan B.

Paraplanner

Financial Services

### "Good Organised Platform"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

June 28, 2024

Easy to use, and good for organising client files. Good level of customisation.

Pros

Easy to use and loads reletively quickly.

Cons

Sometimes the connection can drop off however.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

GB

Greg B.

Infrastructure Manager

Insurance

### "Solid Document Management System"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

June 14, 2024

Overall experience has been very positive, would recommend to others.

Pros

Papercloud is one of the best DMS's around. Easy to use, simple to set up and doesnt need huge administrative over head.

Cons

There needs to be a function to allow for auditors like there was with its previously version called Volume.

Switched from

[Volume](https://www.capterra.com/p/164888/Volume/)

Wanted to move away from the need for an application install on our devices.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RB

Ricky B.

Paraplanner Supervisor

Financial Services

### "Genuine Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

June 12, 2024

Good - service is great whenever I've had a problem/question. The software works well, but could be better.

Pros

It's simple by design - the layout is clean and customisable. As doc. storage it works well, but there's scope for improvement.

Cons

Accessing others 'in-trays' is an essential feature that is missing.

Switched from

[Volume](https://www.capterra.com/p/164888/Volume/)

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/10006907/Papercloud/reviews/)

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