# Papercloud Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Papercloud Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/10006907/Papercloud --- # Papercloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.watermarktech.co.uk/&name=Papercloud) ## 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. [4.7 (9,389)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price £75 Per Month Starting Price $15 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 (28,978) Value For Money 4.2 (59) Value For Money 4.5 (20,543) Customer Service 4.4 (70) Customer Service 4.5 (18,575) ## Papercloud alternatives [4.7 (4,229)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (5,298)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (29,055)](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 Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,542)](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 [View all alternatives](https://www.capterra.com/p/10006907/Papercloud/alternatives/) ## FAQs about Papercloud Overview ### What problems does Papercloud solve? Papercloud solves slow, paper-heavy document filing and hard-to-find client records by replacing physical cabinets with a familiar digital filing structure, fast search, drag-and-drop uploads, scanner integration, and simple sharing. Legal, accounting, administrative, and back-office teams benefit most, especially those managing high-volume client files across office and remote work. Answer based on 77 reviews Overview ### Which roles and teams benefit most from Papercloud? Papercloud is most used by paraplanners, financial advisers, and wealth management support teams who need to organize client records, track documentation, and streamline policy or investment workflows. Client service staff, account handlers, and administrators rely on it to manage day-to-day servicing tasks, while directors use it for oversight and operational consistency. Answer based on 104 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Papercloud built for? Papercloud serves small businesses in financial services first, with 78% of reviewers from small companies and 66% from Financial Services. It is also used by Insurance firms at 27%, with some Accounting use at 3%, while midsize businesses make up 21% and enterprises 1%. It is primarily used for 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, document capture, drag-and-drop uploads, full text search, and version control. Differentiating capabilities include customizable templates and filing structures, electronic signature, file sharing, and access controls/permissions. Reviewers also frequently mention easy navigation, remote access, and quick document retrieval. Answer based on 55 reviews Integrations ### Which third-party tools and platforms does Papercloud integrate with? Papercloud integrates with Microsoft Outlook, Microsoft Excel, Curo, Word, and its official catalog lists XPlan. These connections support document handling, email filing, spreadsheet editing, and client data workflows across office and records management systems. Answer based on 10 reviews Getting Started and Support ### What training and onboarding options does Papercloud offer? Papercloud provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos give users self-paced reference material for setup and feature review. 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 friendly, responsive, and professional, with helpful user guides and solid implementation assistance. Most experiences are positive, though a few users mention occasional wait times reaching support 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 to control who sees information, while supporting remote access from home or the office. Reviewers say users can view relevant, current files easily and re-allocate items between users, but note access management can be frustrating and shared in-tray access is missing. Answer based on 11 reviews Document saving ### How well does Papercloud handle saving documents? Papercloud makes document storage and retrieval straightforward, but saving is a common frustration for many teams. Office staff and admin users often like the folder structure, search, and quick access, yet many report repeated save prompts, slow updates, occasional lockouts, and risk of losing changes without autosave. Answer based on 32 reviews ## Who uses Papercloud? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 104 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 104 reviews Administrative 55% Administrative 55% Finance & Accounting 26% Sales & Business Development 4% Customer Services & Support 3% Others 13% Top industries Based on 104 reviews Financial Services 69% Insurance 25% Accounting 3% Transportation/Trucking/Railroad 2% Other 1% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Storage 4.7 (70) 95.71% of 70 reviewers that rated this feature as important or highly important Papercloud offers a digital filing system that makes document organization and retrieval seamless. Users think it is easy to store, label, and access documents, value the customizable templates, and find the system intuitive for managing large volumes of files. 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 confidential information. Reviewers appreciate the strong security, online storage, and data protection measures, noting they have not experienced data leaks and feel confident about compliance and confidentiality. Search/Filter 3.8 (57) 85.96% of 57 reviewers that rated this feature as important or highly important It gives you the ability to quickly locate client files and documents. Some users report the search is fast and efficient, but others feel it returns too many irrelevant results, struggles with partial matches, and occasionally crashes or sticks. 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 Access Controls/Permissions 4.1 (39) 74.36% of 39 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems 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 Papercloud 30 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Track and report regulatory data to either internal management or external stakeholders Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Scan, move or upload electronic files within the software's repository Review and analyze existing information across documents Papercloud offers a digital filing system that makes document organization and retrieval seamless. Users think it is easy to store, label, and access documents, value the customizable templates, and find the system intuitive for managing large volumes of files. Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Ability to recognize printed or written text within digital images or scanned documents It gives you the ability to quickly locate client files and documents. Some users report the search is fast and efficient, but others feel it returns too many irrelevant results, struggles with partial matches, and occasionally crashes or sticks. With this capability, you can restrict access to sensitive client data and confidential information. Reviewers appreciate the strong security, online storage, and data protection measures, noting they have not experienced data leaks and feel confident about compliance and confidentiality. Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Get Advice 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10006907/Papercloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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