---
title: "Documo Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Documo Software - reviews, pricing plans, popular comparisons to other Fax Server products and more."
source_url: "https://www.capterra.com/p/197267/mFax/"
page_type: "product"
language: "en"
---

# 

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

Last updated on September 23, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Documo

## What is Documo?

Documo is the document layer specialty practices run on. Its platform sends and receives every fax with a 99.8% delivery rate, reads and classifies each document with AI, and delivers clean, structured data into the patient chart — so the information your systems depend on arrives complete and on time. Practices get one view of every document moving in and out, across every location and every system they run. Documo is HIPAA compliant with a signed BAA on every account, HITRUST e1 certified, is SOC 2 Type II audited, and is available in the ModMed synapSYS Marketplace, with integrations across eClinicalWorks, NextGen, and PointClickCare. Documo serves solo providers through large multi-location specialty groups and MSOs across the United States. Learn more at documo.com.

## What is Documo used for?

[Fax Server](https://www.capterra.com/fax-server-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/)[Text Mining](https://www.capterra.com/text-mining-software/)

Overall rating

Based on 86 user reviews

Reviews sentiment

Positive

99%

Neutral

1%

Negative

0%

Starting price

$300

Flat Rate, Per Year

Free trial  
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...

## Documo alternatives

Highest Rated

[5.0 (39)](https://www.capterra.com/p/205161/Goldfax/reviews/)

Starting price

$29.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.8 (186)](https://www.capterra.com/p/153712/ContractSafe/reviews/)

Starting price

$450.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (103)](https://www.capterra.com/p/144453/FormAssembly/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## FAQs about Documo

Overview

### What problems does Documo solve?

Documo solves slow, paper-heavy fax workflows by letting teams send, receive, track, archive, and bulk-distribute faxes through email, web portals, and integrations. It reduces failed follow-up, lost documents, extra phone lines, and printing overhead. Clinics, front-desk staff, office managers, administrators, and healthcare teams benefit most from its reliable records and simple user management.

Answer based on 84 reviews

Overview

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

Documo is most used by legal staff, healthcare administrators, IT teams, and business leaders who need reliable document delivery. Paralegals and coordinators send signed forms and case paperwork, healthcare teams manage referrals and billing documents, IT administrators oversee secure fax workflows, and executives streamline communication across offices and clients.

Answer based on 86 reviews

Overview

### What company size and specific industries is Documo built for?

Documo is designed for companies in regulated industries that need a reliable cloud solution with HIPAA, GLBA, SOX, and PCI compliance. It is well suited to healthcare, financial services, and other organizations that handle sensitive data and need an easy-to-use, modern interface.

Features and Usability

### What are the key features of Documo?

Documo includes core fax management features like electronic faxing, fax to email, email to fax, delivery tracking, and reporting. Differentiators include HIPAA-compliant document exchange, API access, document templates for cover pages, and user management with role-based permissions, plus alerts and notifications for fax status and incoming documents.

Answer based on 57 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Documo starts at $300 per year for the Solo plan, which includes 300 pages per month, 1 user, and 1 fax number. The Professional plan is $75 per month for up to 3 users, Business is $150 per month for up to 10 users, and Enterprise is $300 per month for up to 50 users. A 14-day free trial is available.

Answer based on 9 reviews

Integrations

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

Documo integrates with 3 third-party storage platforms: Box, Dropbox, and Google Drive. These catalog integrations support file access and document sharing across widely used cloud storage services.

Answer based on 6 reviews

Getting Started and Support

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

Documo provides in person training and live online sessions to help teams get started. In person training supports direct, face-to-face instruction, while live online sessions allow guided training through remote meetings and screen sharing. Only these training formats are listed in the catalog data.

Answer based on 3 reviews

Getting Started and Support

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

Documo offers email/help desk, FAQ/forum, phone support, 24/7 live representatives, and chat. Users generally describe support as fast, friendly, knowledgeable, and easy to reach, with live chat especially appreciated. Some reviews mention trickier documentation and occasional frustration during number-porting or issue resolution, but overall experiences are positive.

Answer based on 32 reviews

Email notifications

### Does Documo send helpful email notifications for faxes?

Documo sends email notifications that help teams confirm fax delivery, failures, and transmission status without checking the platform constantly. Healthcare practices, legal offices, and small businesses value the audit trail and forwarded alerts, though some users find fax-by-email harder to remember or prefer managing activity from the website.

Answer based on 14 reviews

## Features

AI summary

Based on 358 Fax Server reviews

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

-   **Electronic Faxes** (**56%** of reviewers rated this feature as critical)
-   **Delivery Tracking** (**46%**)
-   **Encryption** (**57%**)

Documo supports all three of the features reviewers consider most important: **Electronic Faxes**, **Delivery Tracking**, and **Encryption**. Together, these capabilities help businesses send and receive faxes digitally, confirm document delivery, and protect sensitive information in transit, allowing teams to manage fax communications more efficiently and securely.

Electronic Faxes

5.0 (8)

100.00% of 8 reviewers that rated this feature as important or highly important

Create, edit, preview, and send faxes electronically

Delivery Tracking

4.4 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Email to Fax

5.0 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Send and receive emails by electronic fax

Fax to Email

5.0 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Receive faxes directly in the email account

Archiving & Retention

5.0 (6)

83.33% of 6 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

Automated Routing

5.0 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Tickets are automatically assigned to specific agents based on predefined rules

Documo 31 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or 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
- Authentication: Verify the identity of users/devices to enable secure access
- Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Contact Management: Manage, organize, and store contact information
- Delivery Tracking: Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Electronic Faxes: Create, edit, preview, and send faxes electronically
- Electronic Signature: Digitally sign online documents
- Email to Fax: Send and receive emails by electronic fax
- Encryption: Convert data into a code for security
- Fax to Email: Receive faxes directly in the email account
- File Management: Create, save, and store files
- File Transfer: Move files across different systems or networks
- FoIP: Send/receive faxes through fax over IP connection
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
- Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses

---

Features

4.8 (86)

4.8

Based on 86 reviews

## Pricing

Value for money

4.7 (72)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/197267/mFax/pricing/)

Solo

$300.00

Flat Rate,Per Year

It includes:

-   300 pages / Mo
-   1 User
-   1 Fax Number
-   $3.00 / Additional User
-   $3.00 / Additional Number
-   $0.15 / Additional Page

Professional

$75.00

Flat Rate,Per Month

It includes:

-   1 included fax number
-   $3.00 /additional user
-   $3.00 /additional number
-   $0.09 /additional page
-   800 pages p/month
-   3 included users

Business

$150.00

Flat Rate,Per Month

It includes:

-   2,500 pages/mo
-   5 included fax numbers
-   $3.00 /additional user
-   $3.00 /additional number
-   $0.08 /additional page
-   API add-on available
-   10 included users

Enterprise

$300.00

Flat Rate,Per Month

It includes:

-   10 included fax numbers
-   6,000 pages p/month
-   50 included users
-   $3.00 /additional user
-   $3.00 /additional number
-   $0.07 /additional page
-   API add-on available

Custom

Custom Quote Available

It includes:

-   Unlimited pages/mo
-   Customized fax numbers
-   Customized pricing
-   API add-on available
-   Unlimited users

Free Trial

Free Trial

It includes:

-   API developer sandbox
-   1 included fax number
-   1 User
-   Portal Access
-   Send and receive faxes
-   14-days of access without purchase

Value for money

4.7 (72)

4.7

Based on 72 reviews

## Integrations

[

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

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Box](https://www.capterra.com/p/148766/Box/)

## Support, customer service and training options

Customer Service

4.8 (72)

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

4.8 (72)

4.8

Based on 72 reviews

## User reviews

Overall rating

4.8

Based on 86 reviews

Filter by rating

5(69)

4(16)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ZS

Zach S.

Owner and Doctor

Medical Practice

### "Documo is a huge time-saver!"

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

July 15, 2025

Our overall experience with Documo is very positive! Our office manager loves it, our front desk team members love it, and our doctors love it. It has almost completely eliminated uploading, downloading, and printing documents for faxing. It has saved us time both in sending faxes and in training team members on the fax processes and procedures.

Pros

I love the seamless integration with our Practice Management and EHR system, Jane App! The ability to send faxes directly from a patient record is a huge time-saver for us.

Cons

While sending and receiving faxes is a very smooth process, it was somewhat cumbersome to personalize our fax cover page to include our clinic logo and not have it look like cookie-cutter template.

Switched from

[RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)

We made the switch because of Documo's integration with our PM and EHR system.

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.

KK

Kelly K.

Admin

Health, Wellness and Fitness

### "Great for Use in a Physical Therapy Clinic"

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

10/10

July 15, 2025

This has been so easy to integrate into our clinic admin work. It's so quick and easy to set up, and easy to teach a new user. It makes faxing an easy task!

Pros

I like that it's all online, no external hardware and fax lines. Easy to set up and understand, it feels like a great value for a clinic needing to use fax. Very streamlined.

Cons

Sometimes a recipient will tell me they didn't get a fax when I have gotten a confirmation email (Not convinced this isn't the recipient losing the fax, but it has happened a few times.)

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.

RT

Roxanne T.

Owner

Hospital & Health Care

### "User friendly and affordable"

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

July 15, 2025

It is so easy to use and affordable! I am able to download documents to save to my computer directly opposed to storing paper documents.

Pros

Easy to use at any location. I like that I am able to save cover page templates to save time when sending faxes.

Cons

There is nothing I do not like about Documo at this time. I cannot think of anything to improve at this time.

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.

SS

Stephanie S.

Owner, manager and LPN

Medical Practice

### "Reliable, Seamless, and 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

5.0

5.0

Likelihood to Recommend

10/10

July 15, 2025

I've had a great experience with Documo since I started using it for my business in April 2025. We haven't had any issues sending or receiving faxes—it’s been completely reliable. We especially love the seamless integration with JaneApp, which has made our workflow much smoother. The platform is user-friendly, intuitive, and easy to use. Highly recommend!

Pros

Seamless JaneApp integration, easy to use, reliable faxing with zero downtime. User friendly for all team members.

Cons

Cons: None so far — everything has worked smoothly and reliably since we started using it in April .

Alternatives considered

[TELUS Digital](https://www.capterra.com/p/10004973/TELUS-Digital/)

Reasons for choosing Documo

We chose Documo over Telus due to its cost-saving potential, and we’ve been very happy with that decision. Documo has become an essential tool in our daily operations.

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.

MS

Meir S.

CEO

Telecommunications

### "BlueCloud Review"

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

9/10

September 26, 2024

Documo has been easy to use, sell and deploy. So far it has been great!

Pros

Easy to use Easy to deploy Cost efficient HIPAA compliant

Cons

How billing looks and is hard to understand or read

Switched from

[Asterisk](https://www.capterra.com/p/60249/Asterisk/)

We switched to Documo one and a half years ago.

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.

SR

Spencer R.

Clinic Administrator

Hospital & Health Care

### "Highly recommend mfax"

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

9/10

September 25, 2024

Overall its been great, much better than previous system

Pros

Quick and efficient, reliable, support is very responsive.

Cons

Cannot load multiple seperate documents.

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.

CE

Charles E B.

COO

Hospital & Health Care

### "truly no support "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

1.0

1.0

Likelihood to Recommend

2/10

November 2, 2022

Good systrempoor supportleary of support knowledge

Pros

Easy to useApp availableOnline portal available

Cons

Found out they had issues with a few of the numbers they had provided us - worked with them AT& T and local reseller of lines in our rural area and they just kept needing and needing from the others (100 plus days) - and stated they could do nothing unless these were provided. THEIR NUMBERS AND THEY WANTED EVERYONE ELSE to find their problems...we ended our association with them immediately upon their pithy responses to the problem of theirs that noone locally in 17 years of being in the business had been asked to provide..

Switched from

[Consensus](https://www.capterra.com/p/255136/Consensus/)

Consensus was cumbersome to use and not friendly use

Alternatives considered

[RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)

[CocoFax](https://www.capterra.com/p/204795/CocoFax/)

Reasons for choosing Documo

IT helped - We are leaving Documo for SR Fax or Ring Central now

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RM

Rob M.

Senior Sales Director

Telecommunications

### "Great way to get documents delivered"

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

10/10

June 23, 2021

Great addition to products we have to get work done.

Pros

The days of a traditional fax machine aren't as popular these days plus receiving a document isn't always legible. By using the cloud to deliver, it's a much faster way to do so from anywhere and the documents looks the same just as when it was sent.

Cons

I don't see any Cons about this software as I have been using it for only a little bit and there are only plusses about it.

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.

AN

Anonymous User

Director of Finance

Medical Devices

### "Great Product for e-fax service"

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 3, 2021

It has been a great experience, from the initial demo call to implementation, training, and now utilizing the software. Very intuitive and user friendly platform and great customer support

Pros

The user interface is very easy to navigate and the porting process took just a few minutes to convert our old fax line to e-fax. Hippa compliance was also important. It was nice that everything we needed was included in one low price package.

Cons

That everyone can view the history if they have access to that fax line.

Reasons for choosing Documo

Pricing and portal

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.

JI

JONATHAN I.

President

Financial Services

### "Mfax is the one"

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 3, 2021

Pros

I have been using mfax for over a year now. Easy to set up and support is unmatched. I was able to port 2 voip phone numbers that were costing me $75/month. Now I pay $85/year for 2 numbers. One I use as my default fax number and the other I have basically parked there so I wouldn't lose it. Overall, the best fax software I've used over the past 10 years.

Cons

Not much to complain about. I have been very satisfied.

Reasons for choosing Documo

Price, initially. Then, functionality and support.

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/197267/mFax/reviews/)

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