--- title: "FirmRoom Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FirmRoom Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/178403/FirmRoom/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # FirmRoom Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 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) FirmRoom ## What is FirmRoom? FirmRoom is a secure, cloud-based platform for document management and storage. Features such as drag and drop, bulk upload, & smart search enable seamless collaboration. Additional key features include data tracking, data analytics, audit trails, customized notifications, individual and bulk invitations, bulk file upload, and a user activity tracker. FirmRoom is compliant with public company standards. ## What is FirmRoom used for? [Virtual Data Room](https://www.capterra.com/virtual-data-room-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 44 user reviews Reviews sentiment Positive 93% Neutral 7% Negative 0% Starting price $695 Flat Rate, Per Month Free trial 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 FirmRoom?[Manage this product listing](https://www.g2.com/products/firmroom-virtual-data-room/claim_requests/new?auto=true) ## 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. ### FirmRoom 4.6 (44) VS. [4.5 (580)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting Price $695 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (44) Ease Of Use 4.1 (28,511) Value For Money 4.5 (31) Value For Money 4.2 (20,635) Customer Service 4.6 (30) Customer Service 4.5 (18,626) ## FirmRoom alternatives Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,635)](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/) [OneDrive](https://www.capterra.com/p/161304/OneDrive/) [4.5 (12,893)](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/) [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) [4.4 (5,470)](https://www.capterra.com/p/1167/SharePoint/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/1167/SharePoint/) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) [4.6 (14,175)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227157/Microsoft-365/) [View all alternatives](https://www.capterra.com/p/178403/FirmRoom/alternatives/) ## FAQs about FirmRoom Overview ### Which roles and teams benefit most from FirmRoom? FirmRoom is most used by private equity and corporate development teams, investment analysts and associates, legal professionals, and transaction advisers managing due diligence. Partners and executives oversee secure document sharing, access permissions, and deal progress, while accounting and tax teams review financial records and confidential files during audits, acquisitions, and fundraising. Answer based on 44 reviews Overview ### What company size and specific industries is FirmRoom built for? FirmRoom is designed for mid-market and enterprise organizations, especially investment banks, corporate development teams, private equity firms, real estate companies, law firms, bio sciences organizations, startups, and healthcare businesses that need a secure virtual data room for sensitive transactions and document sharing. Features and Usability ### What are the key features of FirmRoom? FirmRoom offers document management and document storage with full text search, version control, and file sharing. It also includes access controls and role-based permissions, audit trail and audit management, digital watermarking and watermarking, plus alerts/notifications, bulk uploading, data import/export, and multi-factor authentication. Pricing ### How much does it cost and what fees or limitations are included? FirmRoom offers the $695 Standard plan for small teams and startups, with a free trial available. The Pro plan starts at $1,395 per month for most projects. Enterprise pricing is listed at $1,995 for Standard and $2,995 for Pro, and reviewers call the set pricing low compared with other data rooms. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does FirmRoom offer? FirmRoom provides live online sessions and videos to help teams get started. Live online training supports guided setup and direct instruction, while videos offer self-paced learning and reference material for reviewing features and steps as needed. Answer based on 1 reviews Getting Started and Support ### What customer support options does FirmRoom offer? FirmRoom provides email/help desk, FAQ/forum, phone support, 24/7 live rep, and chat. Users describe customer service as helpful during setup, especially for billing and data room configuration, and note that reaching a live person by phone can make getting started easier. Answer based on 2 reviews Features and Usability ### How easy is FirmRoom to use for a virtual data room? FirmRoom makes core virtual data room tasks easy for many deal teams, including file sharing, permissions, folders, and activity tracking. Administrators and remote employees often find the layout quick to learn, although large-folder drag-and-drop uploads, billing setup, workflow automation, and documentation can require extra effort or support. Answer based on 12 reviews Features and Usability ### Is FirmRoom's user interface easy to navigate? FirmRoom provides a simple, functional interface for organizing documents, inviting users, downloading folders, and finding recently added files. Deal teams and clients generally navigate it without much training, but infrequent users may depend on consistent folder names, and some users find the list-based design less visual or initially less intuitive. Answer based on 10 reviews ## 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%**) FirmRoom supports all three features that reviewers rate most important: **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 efficiently, allowing teams to manage records with more control and confidence. Document Storage 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 4.0 (1) 100.00% of 1 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 Access Controls/Permissions 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Archiving & Retention 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Collaboration Tools 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Document Classification 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage FirmRoom 40 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 Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Bulk Uploading: Upload multiple documents at once - 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 - 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 - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - 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 - Full Text Search: Search for specific words or phrases within a document or database - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure File Viewer: Secure online viewing of sensitive documents - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Version Control: Track revisions and updates made to files and navigate between different versions - Watermarking: Add a digital mark to show ownership of an image, video, document, etc. --- Get Advice We can help you find the software with the features you need. Features 4.5 (44) 4.5 Based on 44 reviews ## Pricing Value for money 4.5 (31) Free Trial [View pricing plan details](https://www.capterra.com/p/178403/FirmRoom/pricing/) Standard $695.00 Flat Rate,Per Month It includes: - 10GB (~100K Pages) - Unlimited admins - 1 Room - Drag and drop capability - Auto indexing - Protected document archiving and deletion - Watermarking - Recent uploads file list - Bulk document downloads - File revision control & updating - Predictive search - Custom permission groups - Audit trail - Strict single-user ID and password protocol - Two-factor authentication - User provisioning and deprovisioning - Dynamic and static watermarking - Data siloing in private cloud servers - 256-bit AES encryption - SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70), SOC 2 Type Pro $1,395 Flat Rate,Per Month It includes: - Dynamic and static watermarking - 50GB (~500K Pages) - Unlimited admins - Unlimited users - 1 Room - Drag and drop capability - Auto indexing - Watermarking - Recent uploads file list - Individual document page bookmarking - Bulk document downloads - File revision control & updating - Protected document archiving and deletion - User management tools - Predictive search - Custom permission groups - Audit trail - Strict single-user ID and password protocol - User provisioning and deprovisioning - Two-factor authentication - Data siloing in private cloud servers - 256-bit AES encryption - SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70) Enterprise Contact Vendor for Pricing It includes: - Recent uploads file list - 200GB (~2 mil. Pages) - Watermarking - Auto indexing - Drag and drop capability - 1 Room - Unlimited users - Unlimited admins - FedRAMP - HIPPA/ITAR - DOD CSM Levels 1-5 - PCI DSS Level 1 - ISO 9001 / ISO 27001 - FIPS 140-2 - MTCS Level 3 - DIACAP - FISMA - SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70) - 256-bit AES encryption - Data siloing in private cloud servers - Dynamic and static watermarking - User provisioning and deprovisioning - Two-factor authentication - Strict single-user ID and password protocol - Audit trail - Custom permission groups - Predictive search - Protected document archiving and deletion - User management tools - File revision control & updating - Bulk document downloads - Individual document page bookmarking Value for money 4.5 (31) 4.5 Based on 31 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 4.6 (30) 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 4.6 (30) 4.6 Based on 30 reviews ## User reviews Overall rating 4.6 Based on 44 reviews Filter by rating 5(29) 4(12) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent SS Steven S. Managing Partner Law Practice ### "File Sharing made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 18, 2021 Reasonably easy to use Pros Ease of use and sign up to view protected documents Cons Login set up did not take the first time. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AK Avery K. consultant Computer Software ### "easy to use" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 August 3, 2020 Pros was very easy to use and gave what i needed Cons was fine. updates could be improved with better notifications 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. RD Renato D. Accounting Manager Mining & Metals ### "Review FirmRoom" 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 August 3, 2020 It's a good product in general but cold have others features. Pros Easily way to manage this software, to charge the files and add files at the software. Cons Maybe I feel that this software could have button to facilitate the link with excel and presentations. 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. Response from Vendor August 4, 2020 Thank you for the review, Renato! Happy to hear you found the software easy to manage! MS Matt S. Sr. Manager, Corporate Development Internet ### "Just like the others" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 July 31, 2020 Neutral - It didn't blow me away, but it also didn't get aggravating. Pros Very simple UI. Sign up process was not the clearest - I think there were more than 1 email sent separately? Not sure. Had to go through it because it was the only way to access the files, but nevertheless it was added friction. Cons UI was simple - it did not "delight", but definitely did its job. At one point, we could not download files as their original format and only downloadble as pdfs? We had to contact the administrator and explain to him the issue. We got it resolved, but it caused a bit of friction and wasted time. The point of a data room is to go in, see all files, extract data and download if allowed, and be on my way. No text search function? Not one that I recall anyway 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. Response from Vendor August 4, 2020 Thank you for the review, Matt! We do have a text search function - please let our customer service know if you have any feature questions in the future. Thanks again! JS Joe S. Transaction Advisory Services Accounting ### "Organized file index structure with simple download interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 30, 2020 Pros The simplicity to download select folders and easily see most recently added files. Cons Would like a simple feature to download a list of the index to see what has been uploaded. 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. Response from Vendor August 3, 2020 Thank you for the review, Joe. Happy to hear FirmRoom has been a benefit to your team and thank you for the feedback! JP James P. CEO Accounting ### "Passmore Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 July 27, 2020 Very pleased Pros Integration with our business procedures. Cons Difficulty with workflow automation and user documentation. Reasons for choosing FirmRoom Ease of use 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. Response from Vendor July 28, 2020 Thank you for your review James! If you ever have questions about workflow automation and user documentation feel free to reach out to our customer support. Thanks again! DB Diana B. Accounts Payable Medical Practice ### "FirmRoom " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 23, 2020 Pros Ease of use; ability to create sub-folders Cons Search feature is OK, but could be improved - would like to have a better listing of finds. 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. Response from Vendor July 27, 2020 Thank you for the review Diana! Glad to hear you have had a good experience with our software. And thank you for the feedback regarding the search feature! AT Albert T. Private Equity Associate Intern Financial Services ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 22, 2020 Pros The software has an intuitive and easy to use interface. Cons I do not have anything critical to say about the software. 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. Response from Vendor July 27, 2020 Thank you for the review, Albert! Happy to hear you have had a good experience with our software. Thanks again! JL JAY L. Partner Financial Services ### "Pleased with the product." 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 July 21, 2020 Collecting and sharing data. Pros Right functionality and right ease of use, at the right price. Cons No complaints, really. Use it and before long, you'll know how to use. Learning curve for this not terribly difficult. Reasons for choosing FirmRoom Not Sure/Don't Remember. 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. Response from Vendor July 27, 2020 Thank you for the review, Jay! Glad to hear you have had a positive experience with our software. Thanks again! KB Karl B. Investment Associate Financial Services ### "Karl's review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 July 21, 2020 Dataroom Pros The software is easy to use and the staff are helpful. Cons There could be more how to videos to help. 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. Response from Vendor July 27, 2020 Thank you for the review Karl! If you have any questions about the software feel free to reach out to our customer service at any time. Thanks again! [View all Reviews](https://www.capterra.com/p/178403/FirmRoom/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. Popular comparisons [Google Drive vs FirmRoom](https://www.capterra.com/compare/161425-178403/Drive-vs-FirmRoom)