---
title: "Firmex Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Firmex Virtual Data Room the right Virtual Data Room solution for you? Explore 359 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-10-19"
---

Firmex Virtual Data Room

4.8 (359)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated October 19th, 2026

# Reviews of Firmex Virtual Data Room

Ease of use

4.7

Customer Service

4.9

## Pros and Cons in Reviews

AG

Allison G

Business ManagerLegal Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Firmex is well laid and it is great to be able to create your own folder structure and numbering, as well as automatic numbering if required“

April 30, 2025

CS

CRISTINA S

GIS SpecialistMining & Metals, 2 - 10 employeesUsed the software for: More than 2 years.

“I did not like the set-up where I have to create redundant folders for users with read only permission and different folder for users with full access permission.“

May 29, 2025

AM

Adiran M

AnalystFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years.

“I can access all different data rooms with just 1 path and 1 authentication.“

December 3, 2025

LJ

Lars J

Mergers and Acquisition AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Cons: Overpriced USB-archives for 3-day delivery, tricky settings, clunky Q&A tracker, and frequent maintenance.“

August 28, 2025

JS

Jad S

PE senior analystFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years.

“Almost everyone is used to working with Firmex and hence makes file sharing simple.“

July 2, 2026

AP

Andrea P

Finance Administrative AssistantSemiconductors, 201 - 500 employeesUsed the software for: Less than 6 months.

“How to edit or move/reorder files is a bit challenging to figure out if new to the system.“

April 14, 2026

JU

Joshua U

IT Security OperationsFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years.

“Most flexible access control features work for us based on the nature of our business as a financial institution.“

May 23, 2025

DS

Denis S

DirectorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years.

“The new Documents window, it is too "comic-ey" and distracts from the material, it should be more focused on the material, like a simple folder broswer.“

January 20, 2025

## Showing most helpful reviews

Showing 1-25 of 359 available reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

R

Reviewer  
Investor Relations Manager  
Used the software for: 3-5 years

### "Intuitive and effective with good customer support"

August 27, 2026

5.0

Can't fault it as a tool, it does what it should and without over-engineering itself. Always pleased with the prompt customer support when needed

Pros

Simplicity of the platform and UX, as well as the customer support team's responsiveness when needed

Cons

While sufficient for its purpose and intuitive, the platform and functionality is probably a tad dated in today's AI world

Review Source

R

Reviewer  
GIS Specialist  
Used the software for: 3-5 years

### "Firmex Review"

July 30, 2026

5.0

Aside from the ease of file and document management, it is very easy to contact the support team who are very knowledgeable and friendly.

Pros

I like it that it is easy to 1) upload/download files 2) Convenient to rename files 3) easy to monitor log-in activities and 4) convenient to share files.

Cons

The least that I like is the User access by folder report. In our case since the Directory list is only six rows but the users are 83 columns, I would prefer more rows and less columns that is easy to navigate.

Review Source

R

Reviewer  
PE senior analyst  
Used the software for: 3-5 years

### "Great budget-friendly VDR"

July 4, 2026

3.0

Customer support is great. I had a question and was able to connect with an agent and get my answer in a matter of a few minutes over online chat.

Pros

Good budget-friendly data room. Relatively easy to use. Almost everyone is used to working with Firmex and hence makes file sharing simple.

Cons

UX/UI could be improved. For example, re document management, if I click on a folder, it does not show me the subfolder that are in it in the center view of the screen so I would think it is empty. It also does not highlight a folder name blue on the left-side panel, if all it contains is subfolders. This leads me to think that the folder is empty which is not the case.

Review Source

R

Reviewer  
System Administrator  
Used the software for: 3-5 years

### "Great platform for all types of projects."

April 24, 2026

4.0

We have used this platform for years and have had great success. We even have clients request to utilize our data room when they have their own because Firmex is so easy to use.

Pros

The ease of use for everyone. Administrators down to users find this platform to be very user friendly but still provides the security needed for our data.

Cons

While the ease of use and the flexibility is a plus, the cost of this platform can be prohibitive to some companies.

Review Source

R

Reviewer  
Project Engineer  
Used the software for: Less than 1 year

### "Positive first impression of FIRMEX"

April 23, 2026

5.0

I've been actively using FIRMEX for around 2 months and I've had a very good experience. Although I didn't have experience with VDR, I've found very easy to manage the platform and get it ready for M&A purposes.

Pros

It's easy to use even without previous knowledge of the platform functionalities. My experience with the support has been very good. Updating/adding/deleting files is easy. Navigate through the platform is easy with its branch-structure.

Cons

Although I don't have a point for comparison of other data rooms, I've heard that the cost is expensive, much more when storage capacity increase is needed.

Review Source

R

Reviewer  
Finance Administrative Assistant  
Used the software for: Less than 1 year

### "Exceptional customer service experience"

April 17, 2026

5.0

I am happy with the data room because it helps keep multiple meetings organized and securely protected. Our other users that we share the files with also find it easy to use. But the customer service makes the difference- when we need assistant it is important that we get the issue resolved properly.

Pros

It is very user friendly and style or format is well organized. The customer service has been exceptional. The help team is very knowledgeable, patient, fast response time and is thorough in explaining how to solve a tech issue.

Cons

How to edit or move/reorder files is a bit challenging to figure out if new to the system. It is difficult to figure out on your own without requesting support.

Review Source

R

Reviewer  
Project Manager  
Used the software for: Less than 1 year

### "Good customer service"

March 17, 2026

5.0

Downloading data from the site was easy until I learned I couldn't bulk download. I called to see if I could get bulk download access and my question was quickly answered.

Pros

The issues I had with it were rectified quickly and efficiently. The phone number to call was easy to find.

Cons

Not being able to bulk download seemed like a huge issue but then I learned it was a permissions issue and that was remedied.

Review Source

R

Reviewer  
Senior Vice President  
Used the software for: 3-5 years

### "Great customer service and easy to use"

March 17, 2026

5.0

I wished all companies had the same level of customer service as Firmex. It is unusual to speak to a person for customer support these days. The people I've spoken to are always helpful and stick with you even when the problem is complex.

Pros

Firmex is user-friendly, even for a first time user, which most of our clients (and often buyers) are. The customer support is also top notch.

Cons

Until you learn to use it, the uploading of the spreadsheet takes a minute to prepare. I also wished it was easier to add areas when the DD checklist is already uploaded with files already in it. Once you learn how to navigate this, it isn't bad. I also wished you could completely delete buyers when a deal falls through and you add a new buyer.

Review Source

R

Reviewer  
Solicitor  
Used the software for: 3-5 years

### "Good product and support."

March 13, 2026

5.0

Good. I've used the software for years and in comparison to its peers its easy to use and I like it visually.

Pros

Easy of use. Product support. Having use competing products I would say Firmex is amongst the best data room platforms.

Cons

Initial view of the data room and lack of guide in program. However, once I learnt to use the software it became intuitive.

Review Source

R

Reviewer  
Associate  
Used the software for: Less than 1 year

### "Very positive"

December 26, 2025

4.0

Pros

Very prompt responses from customer service, overall very easy to use data room and best price offered

Cons

Some of the end users didn't realise that there documents in root folders, which could be more obvious

Review Source

R

Reviewer  
Senior Legal Counsel  
Used the software for: Less than 1 year

### "First experiences"

June 26, 2023

5.0

We use it for due diligences.

Pros

Very easy to use and fantastic customer support !

Cons

Search function might be improved in the sense that make the overview easier.

Review Source

R

Reviewer  
Chief Infrastructure Officer  
Used the software for: 3-5 years

### "Firmex for Akuo"

April 23, 2025

5.0

So far, very great ! It is fully adapted to the way we work within our company !

Pros

Easy to manage, and a great support team ! A contract well adapted to our way of working, trainings helped our company members to use the tool daily.

Cons

Probably the desktop sync tool that need a little improvement (or at least more features)

Review Source

TK

Tami K.  
Practice Assistant - Group Coordinator  
Used the software for: 3-5 years

### "FirmEx - User Friendly Document Platform"

March 4, 2024

1.0

I have seen other platforms and FirmEx is the most user friendly that I have seen.

Pros

FirmEx is very easy to use for those who set it up to those parties from the outside who are invited to use it. Document manage is very easy and it does not take hours of training to learn how to use it. The support is great as well!

Cons

I can't think of anything that I don't like about FirmEx.

Review Source

R

Reviewer  
Analyst  
Used the software for: 1-3 years

### "Great experience with Firmex"

December 4, 2025

5.0

Using Firmex was a seamless experience during a complex due diligence process. The platform’s intuitive interface made organizing and sharing hundreds of sensitive documents effortless, while its robust security features gave us confidence that everything was protected. What truly stood out was the exceptional customer support—available 24/7 and proactive in resolving any issues, which ensured our project stayed on track without delays.

Pros

Double authentication and seamless transition. Bulk download available. I can access all different data rooms with just 1 path and 1 authentication.

Cons

Technical complexity and technological dependence: Requires a stable connection and secure devices; technical failures can disrupt critical processes.

Review Source

R

Reviewer  
managing partner  
Used the software for: Less than 1 year

### "Good overall experience"

December 26, 2025

5.0

Reasonably easy to use, good value for money. Easy to upload, redact, share and download documents. Good Q&A module.

Pros

Good customer support, good value for money, fast delivery of USB archives. Overall experience and quality on par with the best VDR providers.

Cons

The tree structure of the files could be better. As it is today, it is difficult to navigate. It is also difficult to understand where in the folders structure are located files found by searching.

Review Source

R

Reviewer  
Managing Director  
Used the software for: 3-5 years

### "Firmex - User Review"

February 27, 2023

5.0

This allows us to share confidential information with confidence and ease. It is a critical piece of our day to day activities and increases our productivity dramatically.

Pros

I love how easy is it to set up data rooms and add users with different tiers of access. It allows me to set up permission structures and then just worry about getting the right data in the proper folder. I also like how intuitive the software is - it allows me to onboard clients quickly.

Cons

I wish they would allow sessions to last longer - I'm in Firmex all day and find that I have to log in many times. I also wish there an iPhone app.

Review Source

R

Reviewer  
Investment Banking Analyst  
Used the software for: Less than 1 year

### "Great VDR Option"

May 30, 2025

5.0

The Firmex Virtual Data Room is a great VDR alternative and is very easy to use. I recommend to my friends who need to use a VDR.

Pros

It is very easy to create new folders and only add select groups to these folders. Additionally, the VDR is very safe and the watermarking feature is great.

Cons

Sometimes the Q&A tracker is a bit difficult to use, especially when seeing new questions. Maybe being able to see new questions as they arise in a separate tab would be great.

Review Source

R

Reviewer  
Senior M and A Advisor  
Used the software for: 1-3 years

### "Excellent data room."

April 23, 2025

5.0

Very easy to use. Never have a problem with the site. Clients never have a problem uploading information.

Pros

Very easy to use. Easy to give access to the site. easy to upload data. Very good support.

Cons

There are no Cons. Everything is very easy to use. There are no negatives to the data room.

Review Source

R

Reviewer  
Sr Associate  
Used the software for: 3-5 years

### "Firmex is good"

March 26, 2025

5.0

Its good I like it, I use it pretty frequently

Pros

Easy to use - uploading documents and adding users is easy

Cons

would be nice to set permission at the document level rather than the folder level

Review Source

R

Reviewer  
Veterinary Surgeon  
Used the software for: Less than 1 year

### "Firmex Virtual Data Room is great"

March 3, 2025

5.0

Very good and easy to use. Has saved me a lot of time!

Pros

Very easy to use and upload all the information required.

Cons

The inability for the user to delete files once uploaded.

Review Source

VR

Verified Reviewer  
Vice President  
Used the software for: 3-5 years

### "FIRMEX Review"

December 10, 2024

5.0

My experience with FIRMEX has been good thus far. It is an easy way to share documents with multiple parties and I can also track activity of user activity.

Pros

It is an easy way to share documents with multiple parties.

Cons

N/A - experience has been great so far, no complaints

Review Source

R

Reviewer  
Senior Associate  
Used the software for: 3-5 years

### "Firmex Data Room"

November 16, 2022

5.0

I’ve been the administrator for roughly 6 Firmex Data Rooms, and I receive very few if any comments from users regarding issues. If there are, it’s usually on my end fixing access settings.

Pros

The security features that administrators are able to apply are also quite useful to maintain confidentiality.Management and user interface is clean and logical. It is easy for newer users to get used to which is useful for us as we are often working with many different clients.The reporting feature is also quite useful in managing users and documents.

Cons

Frequent login prompt is a downside. Having the ability to set the duration before being automatically logged out would be helpful.

Review Source

VR

Verified Reviewer  
Associate Director, New Product Strategy  
Used the software for: 1-3 years

### "Firmex Virtual Data Room is Excellent "

May 1, 2024

5.0

Pros

Firmex allowed the PureTech team to work quickly and efficiently, while ensuring that our files were secure.

Cons

As a user of the virtual data room, I did not appreciate that Firmex shows every time someone edits, replaces, uploads a new file. Although this makes sense, it calls attention to certain documents if things have changed.

Review Source

R

Reviewer  
CEO  
Used the software for: 3-5 years

### "Firmex review"

July 4, 2022

5.0

Excellent experience, the room can be used for file sharing, central data repository and also to provide access to external parties

Pros

Easy to use and organize. The data room serves its purpose 100%.

Cons

Permission aspects are sometimes difficult to assess/assign. Arrangement of folders sometimes is not that straightforward.

Review Source

R

Reviewer  
Chief Financial Officer  
Used the software for: 3-5 years

### "Excellent system and support"

May 25, 2023

5.0

Pros

Firmex works very well and its customer support is among the best of any platform we have used. We are not frequent users but in most respects find our way around the system straightforwardly. The only area for improvement as we see it is to make some of the functions a bit more obvious to infrequent users. When we have had questions/needed help, the support and service has consistently been timely, knowledgeable and directly relevant.

Cons

The only area for improvement as we see it is to make some of the functions a bit more obvious to infrequent users. When we have had questions/needed help, the support and service has consistently been timely, knowledgeable and directly relevant.

Review Source

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