# Docupace Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Docupace Software - reviews, pricing plans, popular comparisons to other Enterprise Content Management products and more. Source: https://www.capterra.com/p/211689/Document-Management --- # Docupace Software Review 2026: Features, Reviews, 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Docupace ## What is Docupace? RIA Productivity Suite from Docupace is a client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. The suite integrates CRM, workflow automation, simplified client onboarding, secure cloud document management, custodial forms, data validation, and an optimized delivery model. ## What is Docupace used for? [Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)[Document Management](https://www.capterra.com/document-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing 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 Docupace?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.docupace.com&name=Docupace) ## 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. ### Docupace 5.0 (3) VS. [4.4 (2,973)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting Price Contact vendor Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.2 (2,621) Value For Money 4.5 (2) Value For Money 4.2 (1,912) Customer Service 5.0 (2) Customer Service 4.3 (2,067) ## Docupace alternatives Highest Rated [4.6 (2,227)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (1,245)](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 [4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/211689/Docupace/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions 5.0 (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 5.0 (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 Digital Asset Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage digital assets File Conversion 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Convert files to a different format File Sharing 5.0 (1) 0.00% 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 Forms Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Docupace 43 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 Manage the process of evaluating documents or requests submitted for approval 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 media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Manage digital assets Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Convert files to a different format Create, save, and store files Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Find & retrieve relevant data or documents Store, manage and track all forms in a centralized location Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Collect and maintain structured information that describes data or content Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 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 Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 4.5 (2) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[ SIGNiX](https://www.capterra.com/p/103257/SIGNiX/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ Orion](https://www.capterra.com/p/10003784/Orion/) 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 5.0 (2) 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 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LT Lyndon T. Owner Financial Services ### "important asset" 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 8/10 April 18, 2022 very solid, used for several years. a critical element of the practice Pros ease of use, compatability, and the wide range in functions Cons need a better integration portal with other software, that is easy to use Reasons for choosing Docupace cost 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. Sabrina D. Owner Photography ### "Free and convenient" 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 April 8, 2021 I havent had any. problems yet with this software Pros Its a great software to use for all your document needs. I would recommend this app to small business owers. Cons I havent seen anything i didnt like so far so good. This is a great document management software to 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. MD Michael D. Administrative assistant Financial Services ### "Easy document management" 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 February 13, 2021 Great experience, changed my life for the better for sure. Pros Using docupace during a pandemic has been a godsend. Not having to see someone face to face to get a signature or have to travel to an office to get a file is amazing. Cons Using docupace can be a bit confusing, once you learn it, you are good but isn't the most straight forward 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. ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)