--- title: "Versatile Retention Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Versatile Retention Software - reviews, pricing plans, popular comparisons to other Archiving products and more." source_url: "https://www.capterra.com/p/172753/Versatile-Retention/" page_type: "product" language: "en" --- # Versatile Retention Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Versatile Retention ## What is Versatile Retention? Versatile Retention is a complete schedule management and research solution that keeps your retention schedule updated, under control, and accessible to every member of your business. With over 66,000 U.S. federal and state retention requirements out-of-the-box, and optional North American and International subscriptions, this is one of the most robust solutions on the market. ## What is Versatile Retention used for? [Compliance](https://www.capterra.com/compliance-software/)[Archiving](https://www.capterra.com/archiving-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5995 Per Feature, One Time 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 Versatile Retention?[Manage this product listing](https://www.g2.com/products/zasioa-s-versatile-retention/claim_requests/new?auto=true) ## Versatile Retention Overview Updated September 2026 AI summary Versatile Retention enables organizations to manage compliance requirements through features such as access controls, audit trails, policy management, and risk management. Suitable for businesses of any size, it supports archiving and retention needs, offers version control, and provides customizable templates. The solution is available via cloud, web, SaaS, or Windows deployment to fit diverse operational environments. ## 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. ### Versatile Retention 4.7 (3) VS. [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting Price $5995 Per Feature, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (3) Ease Of Use 4.6 (139) Value For Money 4.3 (3) Value For Money 4.5 (135) Customer Service 4.7 (3) Customer Service 4.6 (139) ## Versatile Retention alternatives [4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [Scrut Automation](https://www.capterra.com/p/10012083/Scrut/) [4.9 (139)](https://www.capterra.com/p/10012083/Scrut/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10012083/Scrut/) [Sprinto](https://www.capterra.com/p/238326/Sprinto/) [4.7 (86)](https://www.capterra.com/p/238326/Sprinto/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/238326/Sprinto/) [Hyperproof](https://www.capterra.com/p/202536/Hyperproof/) [4.8 (116)](https://www.capterra.com/p/202536/Hyperproof/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202536/Hyperproof/) ## FAQs about Versatile Retention Overview ### What company size and specific industries is Versatile Retention built for? Versatile Retention is designed for companies of any size that need a complete retention schedule management and research solution. The vendor description does not specify particular industries, so the product appears aimed at organizations that want full control over records retention scheduling across general business or compliance-focused settings. Features and Usability ### What are the key features of Versatile Retention? Versatile Retention offers access controls and permissions, archiving and retention, audit trail, consent management, and policy management for governing data handling. It also includes sensitive data identification, risk management, version control, customizable templates, and data mapping to support records classification and retention workflows. Getting Started and Support ### What training and onboarding options does Versatile Retention offer? Versatile Retention provides in person training, live online sessions, webinars, and documentation to support setup and learning. In person training allows direct instruction, live online sessions offer guided remote training, webinars cover scheduled topics, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does Versatile Retention offer? Versatile Retention provides chat support for customer questions and account help. Support experiences cannot be summarized from reviewer feedback here, so the available channel is limited to chat in the catalog data. ## Features AI summary Based on 4,313 Archiving reviews According to Capterra reviewers, these are the compliance features buyers prioritize most when evaluating a solution: - **Compliance Tracking** (**54%** of reviewers rated this feature as critical) - **Document Management** (**48%**) - **Audit Management** (**42%**) Versatile Retention focuses on other capabilities that reviewers also consider important, including **Access Controls/Permissions** (**40%**). This feature gives teams tighter control over who can view, edit, and manage sensitive compliance information, helping businesses protect records, maintain appropriate user access, and support more secure day-to-day operations. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Policy Management Create, manage, and track policies and procedures within an organization Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Versatile Retention 7 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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. - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Policy Management: Create, manage, and track policies and procedures within an organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Version Control: 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 4.0 (3) 4.0 Based on 3 reviews ## Pricing Value for money 4.3 (3) Basic $5,995 Per Feature,One Time Value for money 4.3 (3) 4.3 Based on 3 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 4.7 (3) 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 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DN Dynessa N. Supervisor, Records and Information Management Food & Beverages ### "Retention research at your fingertips." 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 June 7, 2019 Great value for the price. I get updates on a regular basis. I am not waiting months and months for an update CD, I can pull the updates down as they are available. Pros Instead of having to go to our outside legal firm, I am able to quickly search and find any of the retention laws that may be relevant to our business by searching by keywords, business activity, jurisdiction, and/or regulating agency. Cons It is a blank slate. The only thing in the software when you start is the collection of citations. Reasons for choosing Versatile Retention Usability and previous experience with the product. 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. Response from Vendor August 9, 2019 Thank you for your thoughtful review! It sounds like Versatile Retention is saving you a lot of time and money. We understand that having a blank slate to work with can sometimes be overwhelming. Because all industries and companies have different needs and requirements, we offer the ability to create a customized retention schedule from scratch. For clients that do not have the internal resources to commit to building a retention schedule from the ground up, our consulting team is available to assist clients with a multitude of tasks including developing and maintaining retention schedule, citation mapping, etc., along with other IG and data privacy services. If you're interested in learning more about our consulting services, feel free to reach out to your Account Rep. Thank you for your continued support and business! BP Brandye P. Records Manager Utilities ### "Novice Administrator less than 2 years" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 15, 2019 A lot of work, again the whole 'tutorial' aspect of the training is ok, but it's not sufficient. I recently signed up for the online webinars by Zasio, thinking I was going to learn about the Retention software, very disappointed that was not the case. Pros The Web application and ability to be utilized by users throughout our company. The ability to link current legal citations and have them available to map out the purpose of the RRS. Cons As the administrator, I feel as if I have to relearn it every time I sit down to modify or update a retention. Currently in the process of changing to a functional bucket RRS, very time consuming. Upon implementation we were utilizing a multi-paged excel workbook that was converted in under User Defined Fields. That being said modification and the addition of legal citations can be a bit time consuming. Then reconstructing the reporting feature to meet the criteria of the information. If a legal citation has been added, but not in the initial USF then the report has be modified. This is a great product if you have an individual who's sole responsibility is managing this and retention alone. I'm a one person show, also overseeing the management of our ERS as an administrator there as well. Reasons for choosing Versatile Retention Seemed like a easier product to manage, initial overhead of implementation was lower, sales rep was great. 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. Response from Vendor August 9, 2019 Thank you for your insightful and honest review! We are glad that Versatile Web Retention makes it easier for your employees to access your retention schedule and legal citations supplied by Zasio. We understand that many of our clients wear many hats. We have a couple of different options available to users who only periodically access the tool. There are free built-in tutorials that are subject searchable, and with current annual maintenance and support, our Support Team is available Mon-Fri 7a-6p MT. We also offer online training that is customized to address your individual needs and can be recorded for future training purposes/reference. The ZTech webinars that you referenced are for our records management solution, Versatile Enterprise. Similar webinars for Versatile Retention are currently being discussed and we will make sure to let you know when these take place. Thank you for your continued support and business. JM Josh M. CEO Computer Software ### "Moved from Excel retention schedule " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2019 Honestly, it was great. The sales team was very consultative and not at all overly-salesy or pushy. They were helpful and used an “evaluation plan” document created specifically for our project that made the whole evaluation predictable and without surprises. Our VP of IT said it was one of the better vendor experiences she’s had in 20+ years. Pros We are a large publicly traded financial services company that does business globally so we needed a solution that wouldn’t just organize our data retention schedule, but also provide up-to-date legal citations for the hundreds of jurisdictions we do business in. Versatile Retention International provided citation coverage for 130 countries, 5 “admin” users and unlimited “end-users” (web based access for business users/searches/requests, etc). We found this to be highly convenient and an excellent cost value. We were able to easily import and normalize our rather complicated Excel retention schedule and the Zasio team were pros. Cons Zasio offers both a SaaS and on-premise versions of their Versatile Retention solution. They are essentially identical but the SaaS version will cost you a lot more over time. I realize SaaS is how software is often delivered today, but the cost difference isn’t minor. We went with SaaS after IT specified this as their preference. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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