# Best Document Management Software for Small Business - Page 2

## How Many Document Management Software Products Does G2 Track?

**Total Products under this Category:** 379

### Category Stats (Aug 2026)

- **Average Rating:** 4.42/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Docuplete (+5.56%) - Among all products in this category, Docuplete recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Document Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,600+ Authentic Reviews
- 379+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Document Management Software
 ![G2 Grid® for Document Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/document-management/grids.png?focus%5B%5D=4036&focus%5B%5D=69702&focus%5B%5D=10856&focus%5B%5D=4969&focus%5B%5D=10854&focus%5B%5D=3066&focus%5B%5D=3093&focus%5B%5D=1381)

Highlighted products: PandaDoc, Zoho WorkDrive, Foxit PDF Editor, M-Files, DocuWare, Laserfiche, Seismic Enablement Cloud, and Nitro PDF.

Underlying data: [Grid® JSON](https://www.g2.com/categories/document-management/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=zoho-workdrive&focus%5B%5D=foxit-pdf-editor&focus%5B%5D=m-files&focus%5B%5D=docuware&focus%5B%5D=laserfiche&focus%5B%5D=seismic-enablement-cloud&focus%5B%5D=nitro-pdf&segment=small-business)

**Sponsored**

### Square 9 Softworks

Managing information can be hard. We make it easy. Square 9 delivers Intelligent Information Management solutions that use generative AI-powered capture to remove the frustration of extracting data from documents, forms, and external sources, giving structure and meaning to the information your business depends on. By simplifying how information is captured and shared, we help teams focus on higher-value work instead of repetitive, manual tasks. With Square 9, your work flows freely across critical areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions, fewer errors, and more time for your team to focus on growth. More than 3,000 organizations in the U.S. rely on Square 9 to provide a platform for the intelligent document capture, indexing, search integration and business process automation.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1005458&secure%5Bchosen_at%5D=2026-08-05T02%3A18%3A36Z&secure%5Bdisplayable_resource_id%5D=1005458&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1005458&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2046&secure%5Bresource_id%5D=1005458&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdocument-management%2Fsmall-business%3Fpage%3D2%26segment%3Dsmall-business&secure%5Btoken%5D=57a4a4b97eee98bc480cd397db5604bbc65b0fe5bd000c73ae9235cf1813ecfa&secure%5Burl%5D=https%3A%2F%2Fwww.square-9.com%2Frequest-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks&secure%5Burl_type%5D=book_demo)

### [Digify](https://www.g2.com/products/digify/reviews)

Digify is an award-winning cloud-based document security and data room software that gives you full control, protection and tracking over your documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file analytics, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.

**Average Rating:** 4.6/5.0

**Total Reviews:** 105

#### How Do G2 Users Rate Digify?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.5/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Digify?

- **Seller:** [Digify Inc](https://www.g2.com/sellers/digify-inc)
- **Company Website:** www.digify.com
- **Year Founded:** 2011
- **HQ Location:** Singapore, Singapore
- **Twitter:** @Digify  
291 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80637382fa8174517d7ad7270c4ef0acbe563b0a6fee835fa34c9a3bb422e12a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3318986%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 50% Small, 37% Medium

#### What Do G2 Reviewers Say About Digify?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **simple interface** of Digify, making document sharing and tracking effortlessly secure.
- Users value the **document security features** of Digify, ensuring safe sharing with options like watermarking and expiry.
- Users appreciate the **document security features** of Digify, ensuring safe and controlled sharing of sensitive files.
- Users praise the **ease of use** of Digify, finding its interface simple for secure document sharing.
- Users value the **ease of sharing** documents with Digify due to its simple and secure interface.

##### Cons

- Users find the **file management slow and confusing** , with issues like links not opening and slow uploads.
- Users find the **poor UI design** of Digify cumbersome, noting it requires excessive clicks for basic actions.
- Users find Digify to be **expensive** , particularly for smaller teams, which limits its accessibility and usability.
- Users experience **slow performance** with large files, impacting usability and overall satisfaction with Digify.

#### What Are Recent G2 Reviews of Digify?

**["Simple, Powerful Document Security with Easy Access Control and Tracking"](https://www.g2.com/survey_responses/digify-review-12682680)**

**Rating:** 5.0/5.0 stars

_— Mohammad Asif G._

[Read full review](https://www.g2.com/survey_responses/digify-review-12682680)

**["Centralized Workflows with Seamless, Secure Collaboration"](https://www.g2.com/survey_responses/digify-review-13031132)**

**Rating:** 5.0/5.0 stars

_— Juan José M._

[Read full review](https://www.g2.com/survey_responses/digify-review-13031132)

#### What Are G2 Users Discussing About Digify?

- [How do you use Digify?](https://www.g2.com/discussions/how-do-you-use-digify) - 1 comment
- [What is Digify?](https://www.g2.com/discussions/what-is-digify) - 1 comment
- [How can I share confidential documents online?](https://www.g2.com/discussions/how-can-i-share-confidential-documents-online) - 1 comment, 1 upvote

### [FolderManifest](https://www.g2.com/products/foldermanifest/reviews)

FolderManifest is a privacy-first desktop software for Windows that helps individuals and organizations verify, document, and audit large folders without sending any data to the cloud. It automatically scans a selected directory, identifies duplicate files using checksum comparison, detects changes across folder versions, and generates a clean HTML manifest report that can be shared, archived, or used for compliance and audit workflows. Unlike traditional duplicate finders or cloud-based file management tools, FolderManifest is built for professionals who manage large, sensitive, or mission-critical file libraries—such as researchers, project managers, studios, engineering teams, compliance teams, digital archivists, and IT administrators. Because the entire process runs locally and offline, no file content or metadata ever leaves the user’s machine, ensuring complete privacy and control. FolderManifest addresses common challenges users face when dealing with complex folder structures: manually tracking duplicates, cleaning disorganized assets, preparing datasets for handover, validating backup integrity, or reconstructing a clear audit trail after months—or years—of file changes. With checksum-based verification, FolderManifest detects duplicate or modified files even if they have different names or timestamps, making it especially valuable for environments that rely on reliable version control and data accuracy. The software produces export-ready HTML manifest reports that include folder trees, file metadata, counts, sizes, modification details, and integrity validation results. These reports are frequently used for research reproducibility, client delivery documentation, compliance audits, data migrations, archival preservation, and collaborative team review. Every license is a one-time, lifetime purchase with unlimited scans, unlimited reports, and unlimited verification runs—no subscriptions and no recurring fees. FolderManifest supports up to 10 devices depending on license tier, making it suitable for individuals, households, studios, and distributed teams managing shared assets. Whether you’re preparing an archive for long-term storage, cleaning up years of project files, verifying that backups are accurate, or organizing a massive media or research dataset, FolderManifest provides a fast, secure, and fully offline solution to bring clarity, confidence, and audit-ready structure to your file system. Includes free online tools (no account required, files never stored): - File integrity checker: https://foldermanifest.com/free-tools/compare-files - Duplicate file finder: https://foldermanifest.com/free-tools/find-duplicates - Folder comparison tool: https://foldermanifest.com/free-tools/folder-compare - SHA-256 / MD5 / CRC32 checksum calculator: https://foldermanifest.com/free-tools/checksum-calculator - File metadata extractor: https://foldermanifest.com/free-tools/metadata-viewer - Spreadsheet duplicate finder: https://foldermanifest.com/free-tools/spreadsheet-duplicate-finder

**Average Rating:** 4.9/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate FolderManifest?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.1/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FolderManifest?

- **Seller:** [ARCED International](https://www.g2.com/sellers/arced-international)
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c429825d4eba80daec8b45d27daac0eefff83c985dabb1f34c8569dec0f9dc33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Farced-international%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Research Assistant
- **Top Industries:** Research
- **Company Size:** 95% Small, 5% Medium

#### What Do G2 Reviewers Say About FolderManifest?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of FolderManifest, appreciating its simplicity and efficiency in organizing folder structures.
- Users value the **simple and efficient document organization** of FolderManifest, significantly enhancing their workflow and reducing errors.
- Users value the **efficient organization** capabilities of FolderManifest, making file management simple and reliable.
- Users value the **efficiency** of FolderManifest, significantly reducing manual work while organizing and documenting folder structures.
- Users love the **high-accuracy duplicate search** of FolderManifest, making file organization fast and effortless while ensuring privacy.

##### Cons

- Users express frustration over **missing features** , such as Mac compatibility and lack of an "undo" option.
- Users feel the **user experience can be improved** , suggesting that the interface lacks user-friendliness and effectiveness.
- Users feel that FolderManifest has **limited customization options** , making it difficult to tailor workflows to specific project needs.
- Users experience a **steep learning curve** with FolderManifest, finding the interface unintuitive for first-time use.
- Users find the **limited functionality** of FolderManifest restricts capabilities, causing challenges in managing files effectively.

#### What Are Recent G2 Reviews of FolderManifest?

**["Fast, Clean Offline Folder Monitoring That Automates the Grunt Work"](https://www.g2.com/survey_responses/foldermanifest-review-12234410)**

**Rating:** 5.0/5.0 stars

_— Celine Hoimanti B._

[Read full review](https://www.g2.com/survey_responses/foldermanifest-review-12234410)

**["Outstanding Experience from Start to Finish"](https://www.g2.com/survey_responses/foldermanifest-review-12161730)**

**Rating:** 5.0/5.0 stars

_— Redoun S._

[Read full review](https://www.g2.com/survey_responses/foldermanifest-review-12161730)

### [Revver](https://www.g2.com/products/revver/reviews)

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers. Designed for industries like finance, insurance, government, and manufacturing, Revver empowers teams to automate up to 80% of repetitive document processes—from intake to approval—boosting productivity and reducing manual effort. With Revver, businesses can: ✷ Organize and retrieve documents instantly through intelligent indexing and search powered by Smart Extract AI, capable of reading diverse file types including scans and handwritten forms. ✷ Automate workflows and approvals with no-code tools that route documents, assign tasks, and enforce compliance rules—helping teams work up to 70% faster than with manual systems. ✷ Share files securely through custom-branded client portals and encrypted email links, maintaining complete audit trails and permissions control. ✷ Simplify compliance with built-in retention schedules, legal holds, audit logs, and SOC 2 Type II and ISO 27001 certified infrastructure. ✷Accelerate signatures and forms with integrated eSignature and fillable form templates that eliminate third-party tools and versioning confusion. Accessible via any web browser or desktop app, Revver enables teams to collaborate securely from anywhere—backed by a U.S.-based customer success team and guided onboarding that delivers fast ROI, often within the first 90 days. With over 2 billion data points processed and 1 million+ workflows automated, Revver helps growing organizations turn their documents into a strategic advantage—working smarter, not harder.

**Average Rating:** 4.4/5.0

**Total Reviews:** 433

#### How Do G2 Users Rate Revver?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.5/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Revver?

- **Seller:** [Revver](https://www.g2.com/sellers/revver)
- **Company Website:** www.revverdocs.com
- **Year Founded:** 2001
- **HQ Location:** Lehi, UT
- **Twitter:** @RevverDocs  
5,199 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=013debe6fc7b4c445229eb39544903c9d8feb757fcfdf486669b3ba4e8b0017e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F125605%2F&secure%5Burl_type%5D=linkedin_company_website)  
93 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Revver?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **organized and searchable document management** of Revver, enhancing collaboration and efficiency significantly.
- Users value Revver for its **ease of use** , appreciating smooth setup and organized, searchable document management.
- Users value the **time efficiency** of Revver, allowing for quick access to organized documents and streamlined workflows.
- Users commend Revver's **effective automation** , simplifying document workflows and ensuring organized and efficient approvals.
- Users appreciate the **convenience** of Revver's seamless setup and organized document management for efficient content handling.

##### Cons

- Users experience **slow loading** times, especially with large files or mobile use, impacting their efficiency.
- Users find the **slow performance** of Revver frustrating, especially when handling large files or using the mobile app.
- Users struggle with **inefficient searching** on Revver, often unable to find files without precise metadata and tagging.
- Users face **mobile app issues** with slow performance, inefficient support, and a lack of search functionality on Revver.
- Users struggle with **mobile limitations** in Revver, noting slow performance and poor efficiency on mobile devices.

#### What Are Recent G2 Reviews of Revver?

**["Revver Makes Multi-Facility Document Management and Audit Search Fast and Easy"](https://www.g2.com/survey_responses/revver-review-13158279)**

**Rating:** 5.0/5.0 stars

_— Robert W._

[Read full review](https://www.g2.com/survey_responses/revver-review-13158279)

**["Effortless Document Management and Security"](https://www.g2.com/survey_responses/revver-review-1170149)**

**Rating:** 5.0/5.0 stars

_— Ann M. F._

[Read full review](https://www.g2.com/survey_responses/revver-review-1170149)

### [Folderit Document Management](https://www.g2.com/products/folderit-document-management/reviews)

Folderit Document Management is a document management system (DMS) that helps organizations store, organize, control, and track business documents in a structured digital environment. It is designed for teams that need more control over document access, versioning, approvals, traceability, and retention than shared drives or basic file storage tools typically provide. Folderit is used by organizations that manage operational, compliance, quality, HR, finance, project, and governance-related documents and need a clear way to keep information organized, accessible, and up to date. The system supports both everyday document storage and more controlled document processes, including approval workflows, acknowledgement tracking, review cycles, and electronic signing. It can be used by small and mid-sized organizations as well as larger teams that need structured document control without relying on scattered folders, email-based approvals, or manual follow-up. The platform combines document storage with metadata, search, permissions, and workflow tools so users can find files more easily, define who can access them, and follow how documents change over time. Folderit also supports organizations that need a clear audit trail, structured records, and better accountability around document-related actions. Typical use cases include controlled documents, policies, procedures, contracts, project files, HR records, and other business-critical content that needs to remain organized, searchable, and traceable. Key product capabilities include: • Document storage with folder structure, metadata, document numbering, version control, and OCR search • Access management with user permissions, role-based visibility, and controlled sharing • Workflow tools for approval, acknowledgement, review, and electronic signing processes • Audit trail and activity tracking for document history, changes, and user actions • Retention, reminders, and structured document control features for compliance, quality management, and operational use

**Average Rating:** 4.3/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate Folderit Document Management?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.5/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Folderit Document Management?

- **Seller:** [Folderit Ltd](https://www.g2.com/sellers/folderit-ltd)
- **Year Founded:** 2014
- **HQ Location:** Tallinn, Harjumaa
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84fddc362e7b3f86356d071f220c914f4343a385310975df7c848b02bef1cae4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffolderit-document-management-system%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Games
- **Company Size:** 51% Small, 29% Large

#### What Do G2 Reviewers Say About Folderit Document Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Folderit Document Management **extremely easy to use** , appreciating its straightforward setup and efficient document retrieval.
- Users value the **efficient data management** of Folderit, enjoying secure, organized, and easily retrievable document storage.
- Users find the **cloud storage capability** of Folderit invaluable for online data storage and easy sharing within organizations.
- Users value the **easy access** from anywhere, making document management straightforward and secure across multiple devices.
- Users appreciate the **secure storage** of Folderit, enhancing data safety and accessibility across multiple devices.

##### Cons

- Users find the **file size limitations** problematic, impacting speed and accessibility for large document storage needs.
- Users find the **integration difficulty** challenging due to the lack of automated syncing with other tools.
- Users find Folderit offers **limited functionality** for advanced enterprise features and specific industry needs.
- Users find the **limited storage** problematic, as large file uploads and space transfers are cumbersome and time-consuming.
- Users note the **slow performance** of Folderit Document Management, citing laggy UI and response times as areas for improvement.

#### What Are Recent G2 Reviews of Folderit Document Management?

**["Effortlessly Secure Document Management with Advanced Search"](https://www.g2.com/survey_responses/folderit-document-management-review-12437366)**

**Rating:** 4.0/5.0 stars

_— Keiko D._

[Read full review](https://www.g2.com/survey_responses/folderit-document-management-review-12437366)

**["Centralized Document Management with Fast Setup"](https://www.g2.com/survey_responses/folderit-document-management-review-12767514)**

**Rating:** 4.5/5.0 stars

_— SANDILE N._

[Read full review](https://www.g2.com/survey_responses/folderit-document-management-review-12767514)

#### What Are G2 Users Discussing About Folderit Document Management?

- [What are the features of a document?](https://www.g2.com/discussions/folderit-document-management-what-are-the-features-of-a-document)
- [Which are three functions of a document management system?](https://www.g2.com/discussions/folderit-document-management-which-are-three-functions-of-a-document-management-system)
- [What does document management software do?](https://www.g2.com/discussions/folderit-document-management-what-does-document-management-software-do) - 1 comment
- [What are some features of all file management systems?](https://www.g2.com/discussions/what-are-some-features-of-all-file-management-systems)

### [TeamSlide](https://www.g2.com/products/teamslide/reviews)

TeamSlide is a presentation management and slide library solution that works inside PowerPoint. Search and insert approved slides, images, and videos without ever leaving your deck — synced directly from SharePoint, Box, OneDrive, Google Drive, Dropbox, or any other content management system. No migration required; your CMS stays the single source of truth. Keep every presentation on-brand automatically. Version control flags out-of-date slides and lets your team replace them with one click. Slide check catches typos, formatting problems, and off-brand fonts, colors, and layouts before they reach your audience. Template management ensures every deck starts from an approved design. TeamSlide also use generates fully designed slides using your own PowerPoint design system, so AI output reflects your brand and voice instead of looking generic. Includes SSO, manage access rights, and deploy in the cloud or on-premise. Maximize the value of your content and ensure your entire team builds on-brand presentations.

**Average Rating:** 4.7/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate TeamSlide?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind TeamSlide?

- **Seller:** [Aploris](https://www.g2.com/sellers/aploris)
- **Company Website:** www.teamslide.com
- **Year Founded:** 2015
- **HQ Location:** Hamburg, Germany
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d4a0f90659c9fd9137a0608cc9ea4606d81cc5517c14b60db8966541701def9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamslide%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consulting
- **Company Size:** 51% Small, 35% Medium

#### What Do G2 Reviewers Say About TeamSlide?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of TeamSlide, making slide searching and collaboration efficient and enjoyable.
- Users love the **search functionality** of TeamSlide, enabling quick access to slides and boosting efficiency.
- Users find TeamSlide's **easy access** to resources essential for efficient teamwork and consistent deliverables.
- Users value the **effective collaboration** features of TeamSlide, enhancing content sharing and maintaining brand consistency across teams.
- Users praise the **responsive customer support** of TeamSlide, enhancing their overall experience and satisfaction with the tool.

##### Cons

- Users find the **learning curve challenging** , noting initial frustrations before becoming more comfortable with TeamSlide.
- Users experience a **learning difficulty** initially, as the setup can be challenging for non-tech colleagues.
- Users experience **slow loading** times for slides and features, causing delays and frustration during presentations.
- Users face **update issues** , as changes in TeamSlide can take up to an hour to reflect in PowerPoint.
- Users find the **access issues** challenging, especially with offline limitations and separate login requirements for TeamSlide.

#### What Are Recent G2 Reviews of TeamSlide?

**["Finally, a Smart Slide Library Built on SharePoint"](https://www.g2.com/survey_responses/teamslide-review-12670312)**

**Rating:** 5.0/5.0 stars

_— Nikhil A._

[Read full review](https://www.g2.com/survey_responses/teamslide-review-12670312)

**["TeamSlide Makes Searching 17,000+ Slides Effortless—with Top-Notch Support"](https://www.g2.com/survey_responses/teamslide-review-13107954)**

**Rating:** 5.0/5.0 stars

_— Jackie W._

[Read full review](https://www.g2.com/survey_responses/teamslide-review-13107954)

### [PairSoft](https://www.g2.com/products/pairsoft/reviews)

PairSoft brings together industry-leading products – PaperSave, DocuPeak, WorkPlace, and APRO – to form the strongest procure-to-pay platform for mid-market and enterprise businesses. With PairSoft, automating the creation of purchase orders, invoice capture, AP payments, and approval workflows is a breeze. Best of all, PairSoft features true integrations with trusted ERPs like Microsoft Dynamics GP and 365 Business Central, Blackbaud (BBCRM, Raiser's Edge NXT, and Financial Edge NXT), NetSuite, Oracle Financials Cloud and E-Business Suite, and Sage Intacct, which means you don’t have to toggle between tools to get your work done. NEW! Payment Management: PairSoft Pay simplifies AP payments while enhancing speed and security directly from your ERP. By eliminating paper checks in favor of an electronic platform, you’ll save your team the excessive time and money normally spent on a manual payment management process. Accounts Payable: The AP process can be time-consuming and frustrating for businesses of any size. Break free of manual processes with PairSoft's automated invoice processing and workflows that directly integrate with your ERP. ECM: Maintaining organized files is a business necessity, but the expense associated with paper-based processes typically outweighs the return on investment. PairSoft's document management solutions eliminate 30% of time spent filing, searching, and retrieving documents. Procurement: Empower your entire team with PairSoft's innovative procure-to-pay solution that’s easy for employees, effective for management, and powerful for accounting. Fundraising: Free up your fundraising and advancement teams’ time by reducing the amount of traditional, paper-based processes they use. PairSoft's secure, cloud-based platform integrates with popular applications and boosts efficiency with automated gift and donation processing and streamlined document management. Schedule your free demo now: https://www.pairsoft.com/get-a-demo/

**Average Rating:** 4.4/5.0

**Total Reviews:** 112

#### How Do G2 Users Rate PairSoft?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind PairSoft?

- **Seller:** [PairSoft](https://www.g2.com/sellers/pairsoft-0e980ff1-8efc-4d38-862a-c14c9d89043a)
- **Company Website:** www.pairsoft.com
- **Year Founded:** 1997
- **HQ Location:** Miami, FL
- **Twitter:** @Paperless\_Post  
925 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04feeeab007fc5609700b52cdd4473ad275b7d892c7a740e35167483a233c1ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpairsoft&secure%5Burl_type%5D=linkedin_company_website)  
199 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Accounting
- **Company Size:** 58% Medium, 32% Small

#### What Do G2 Reviewers Say About PairSoft?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in PairSoft, simplifying AP automation and enhancing overall business efficiency.
- Users value the **enhanced efficiency** from PairSoft's seamless integration and automation features, reducing manual processes significantly.
- Users appreciate the **seamless integrations** of PairSoft, enhancing efficiency and simplifying access to crucial documents.
- Users value the **seamless accounting integration** of PairSoft, enhancing efficiency and simplifying financial operations.
- Users appreciate the **automation capabilities** of PairSoft, significantly enhancing efficiency and reducing time on manual tasks.

##### Cons

- Users often experience **slow performance** with PairSoft, especially when handling high loads or downloading files.
- Users report **slow performance** with PairSoft, especially during high loads, impacting file downloads and online backups.
- Users report significant **efficiency issues** with PairSoft, experiencing slow performance and difficulties during heavy usage.
- Users report **inefficiencies** with PairSoft, noting slow performance and issues during high load or file downloads.
- Users face **inefficient process management** in PairSoft, leading to slow performance and delays during high load times.

#### What Are Recent G2 Reviews of PairSoft?

**["Fast, Responsive Support and Evolving AI Tools at a Great Value"](https://www.g2.com/survey_responses/pairsoft-review-13038167)**

**Rating:** 4.5/5.0 stars

_— Melissa R._

[Read full review](https://www.g2.com/survey_responses/pairsoft-review-13038167)

**["Paper-Free, User-Friendly DMS with Smooth Raiser's Edge & Financial Edge Integration"](https://www.g2.com/survey_responses/pairsoft-review-13045855)**

**Rating:** 4.5/5.0 stars

[Read full review](https://www.g2.com/survey_responses/pairsoft-review-13045855)

#### What Are G2 Users Discussing About PairSoft?

- [How has PairSoft improved your procurement processes, and what challenges have you encountered?](https://www.g2.com/discussions/how-has-pairsoft-improved-your-procurement-processes-and-what-challenges-have-you-encountered)
- [What is PairSoft used for?](https://www.g2.com/discussions/what-is-pairsoft-used-for)

### [altaFlow](https://www.g2.com/products/altaflow/reviews)

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

**Average Rating:** 4.5/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate altaFlow?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.2/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind altaFlow?

- **Seller:** [airSlate](https://www.g2.com/sellers/airslate)
- **Company Website:** www.airslate.com
- **Year Founded:** 2006
- **HQ Location:** Brookline, Massachusetts
- **Twitter:** @airSlate  
1,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a387d416c91f548c7ca2da354b11b960ce5fed9453c45cce8a37df86af1daf78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fairslate%2F&secure%5Burl_type%5D=linkedin_company_website)  
798 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Higher Education
- **Company Size:** 52% Medium, 41% Small

#### What Do G2 Reviewers Say About altaFlow?

_AI-generated summary from verified user reviews_

##### Pros

- Users find altaFlow to be **incredibly user-friendly** , allowing for quick implementation and easy navigation.
- Users highlight the **excellent customer support** of altaFlow, appreciating the prompt and knowledgeable assistance provided.
- Users highlight the **customizable document management** features of altaFlow, enhancing workflow efficiency and collaboration.
- Users find altaFlow's **easy setup** beneficial for quick implementation and effective daily use of the system.
- Users find altaFlow to be **intuitive and user-friendly** , making implementation and navigation a breeze.

##### Cons

- Users find **performance issues** with altaFlow, noting clunkiness and difficulties on older hardware affecting their experience.
- Users experience **bot issues** leading to significant slowdowns and delays during complex workflow setups in altaFlow.
- Users find the **complexity of settings** overwhelming, making it challenging to navigate the various products effectively.
- Users find **difficult editing** a hassle, having to redo processes for any changes to sent documents.
- Users find **difficult navigation** in altaFlow due to numerous products, complicating their understanding of functionalities.

#### What Are Recent G2 Reviews of altaFlow?

**["There is no more all inclusive workflow solution like AltaFlow!"](https://www.g2.com/survey_responses/altaflow-review-4617674)**

**Rating:** 5.0/5.0 stars

_— Brian Del Terzo C._

[Read full review](https://www.g2.com/survey_responses/altaflow-review-4617674)

**["Streamlined Waiver Management with AltaFlow"](https://www.g2.com/survey_responses/altaflow-review-12447747)**

**Rating:** 4.5/5.0 stars

_— Danielle S._

[Read full review](https://www.g2.com/survey_responses/altaflow-review-12447747)

#### What Are G2 Users Discussing About altaFlow?

- [What is a slate in airSlate?](https://www.g2.com/discussions/what-is-a-slate-in-airslate) - 1 comment
- [Where is airSlate based?](https://www.g2.com/discussions/where-is-airslate-based) - 1 comment
- [How much does airSlate cost?](https://www.g2.com/discussions/how-much-does-airslate-cost) - 1 comment
- [What is airSlate used for?](https://www.g2.com/discussions/what-is-airslate-used-for) - 1 comment

### [Conga Composer](https://www.g2.com/products/conga-composer/reviews)

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.

**Average Rating:** 4.4/5.0

**Total Reviews:** 847

#### How Do G2 Users Rate Conga Composer?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Conga Composer?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Business Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 28% Large

#### What Do G2 Reviewers Say About Conga Composer?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **bulk API and integration capabilities** of Conga Composer, enhancing document generation efficiency and performance.
- Users value the **bulk document generation** feature of Conga Composer, enhancing efficiency and performance for complex use cases.
- Users find Conga Composer to be **easy to use** , simplifying document customization and integration with other tools.
- Users value the **time-saving automation** of Conga Composer, simplifying document creation and delivery processes significantly.
- Users value the **seamless integrations** with Salesforce, enhancing efficiency and reducing errors in document creation.

##### Cons

- Users find the **learning curve steep and frustrating** , complicating setup and issue resolution within Conga Composer.
- Users find the **steep learning curve** of Conga Composer challenging, especially with complex formatting and data mapping.
- Users find the **difficulty in learning and navigation** frustrating, affecting efficient use of Conga Composer.
- Users find the **time-consuming setup and performance** challenges of Conga Composer frustrating, especially with large documents.
- Users find the **complex setup** of Conga Composer burdensome, leading to ongoing issues and delayed resolutions.

#### What Are Recent G2 Reviews of Conga Composer?

**["Seamless Salesforce Integration with Outstanding Support"](https://www.g2.com/survey_responses/conga-composer-review-13109142)**

**Rating:** 5.0/5.0 stars

_— Verified User in Online Media_

[Read full review](https://www.g2.com/survey_responses/conga-composer-review-13109142)

**["Efficient Salesforce Document Generation with Consistent, High-ROI Reporting"](https://www.g2.com/survey_responses/conga-composer-review-12706846)**

**Rating:** 4.5/5.0 stars

_— Harshit S._

[Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846)

#### What Are G2 Users Discussing About Conga Composer?

- [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution)
- [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments
- [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do)

### [Hyland OnBase](https://www.g2.com/products/hyland-onbase/reviews)

OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOBs such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to intelligently automate your business processes so your team can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT, delivering faster ROI. OnBase speeds up processes and reduces costs by capturing important information into a single system so you can manage data, documents and processes. Workflow can be configured to address your departmental, industry and enterprise challenges. Organizations also benefit from low-code application development and a range of multichannel capture options. OnBase can integrate with your existing systems and provide instant access to everyone who needs it, giving visibility into your processes and system performance while securely storing, protecting and expunging your content.

**Average Rating:** 4.4/5.0

**Total Reviews:** 308

#### How Do G2 Users Rate Hyland OnBase?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Hyland OnBase?

- **Seller:** [Hyland](https://www.g2.com/sellers/hyland-a47a4cc4-7960-4080-8278-3ba399e3d4cd)
- **Company Website:** www.hyland.com
- **Year Founded:** 1991
- **HQ Location:** Westlake, OH
- **Twitter:** @Hyland  
13,165 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c883a1481226a335ea9cd2f2b5cea2da9dd785892900735fff77c228b619fe15&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10043%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,269 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Government Administration, Higher Education
- **Company Size:** 51% Large, 43% Medium

#### What Do G2 Reviewers Say About Hyland OnBase?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Hyland OnBase, benefiting from its seamless integration and document access.
- Users value the **effective workflows and versioning** in OnBase, enhancing records management across various departments.
- Users admire the **extensive features** of Hyland OnBase, enabling innovative solutions and seamless workflow enhancements.
- Users value the **customization capabilities** of OnBase, enhancing document management and streamlining business processes effectively.
- Users love the **user-friendly and efficient tools** of Hyland OnBase, transforming paper processes into seamless electronic workflows.

##### Cons

- Users find the **missing features** in OnBase frustrating, particularly with redactions and zip file compatibility issues.
- Users have experienced **update issues** post-upgrade, leading to significant document locking and connection problems affecting productivity.
- Users report **poor customer support** for Hyland OnBase, with unanswered questions and frustrating reliance on premium resources.
- Users face **technical issues** with indexing and document locking, hindering productivity and complicating the admin experience.
- Users find the **learning curve challenging** , especially with complex configurations and multiple client interfaces.

#### What Are Recent G2 Reviews of Hyland OnBase?

**["Great product with a lot of promise"](https://www.g2.com/survey_responses/hyland-onbase-review-11604743)**

**Rating:** 4.0/5.0 stars

_— Kelly A._

[Read full review](https://www.g2.com/survey_responses/hyland-onbase-review-11604743)

**["Onbase system admin"](https://www.g2.com/survey_responses/hyland-onbase-review-10301258)**

**Rating:** 4.5/5.0 stars

_— Surbhi D._

[Read full review](https://www.g2.com/survey_responses/hyland-onbase-review-10301258)

#### What Are G2 Users Discussing About Hyland OnBase?

- [What is OnBase used for?](https://www.g2.com/discussions/what-is-onbase-used-for) - 1 comment
- [What is OnBase Document Management?](https://www.g2.com/discussions/what-is-onbase-document-management) - 2 comments
- [Is OnBase a database?](https://www.g2.com/discussions/is-onbase-a-database) - 1 comment
- [What is OnBase platform?](https://www.g2.com/discussions/what-is-onbase-platform) - 1 comment
- [What is OnBase software used for?](https://www.g2.com/discussions/what-is-onbase-software-used-for) - 1 comment

### [FileHold Document Management Software](https://www.g2.com/products/filehold-document-management-software/reviews)

FileHold is an enterprise-grade document management and workflow solution designed to help organizations securely manage their digital documents with confidence. This comprehensive platform enables users to capture, index, store, search, and collaborate on documents efficiently, ensuring that critical information is accessible anytime and anywhere. Since its inception in 2005, FileHold has gained the trust of businesses, governments, and institutions globally, establishing itself as a reliable choice for document management. Targeted at a diverse range of organizations, from small businesses to large enterprises, FileHold is particularly beneficial for those seeking flexibility, scalability, and control over their document management processes. The solution supports various deployment options, including on-premise, cloud, or hybrid models, allowing organizations to choose the setup that best fits their operational needs. This adaptability makes FileHold suitable for industries such as healthcare, legal, education, finance, and manufacturing, where document security and compliance are paramount. FileHold boasts a variety of key features that enhance its functionality and user experience. Version control ensures that users can track changes and maintain the integrity of documents over time, while metadata tagging facilitates efficient organization and retrieval of information. The automated workflow capabilities streamline processes such as document reviews and approvals, reducing the time spent on manual tasks. Additionally, FileHold supports electronic forms and e-signatures, further simplifying document handling. Advanced security permissions provide organizations with the ability to control access to sensitive information, ensuring that only authorized personnel can view or edit specific documents. The integration of FileHold with Microsoft technologies, including Microsoft Office, SharePoint, and Active Directory, enhances its usability and allows for a more cohesive working environment. Accessible via desktop, web browser, and mobile devices, FileHold empowers teams to transition to a paperless operation, thereby streamlining workflows and improving overall productivity. By reducing reliance on physical documents, organizations can not only enhance compliance but also minimize operational costs and environmental impact, aligning with the growing trend of sustainability in business practices.

**Average Rating:** 4.6/5.0

**Total Reviews:** 33

#### How Do G2 Users Rate FileHold Document Management Software?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FileHold Document Management Software?

- **Seller:** [FileHold Systems](https://www.g2.com/sellers/filehold-systems)
- **Company Website:** www.filehold.com
- **Year Founded:** 2005
- **HQ Location:** Burnaby, British Columbia
- **Twitter:** @FileHoldSystems  
195 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68af6975a9894392715dc57c2f629c73df9b419a831e6cbd4333e94c951c7504&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F135681&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 64% Small, 27% Medium

#### What Are Recent G2 Reviews of FileHold Document Management Software?

**["FileHold is the ultimate solution for managing your document needs with ease and efficiency"](https://www.g2.com/survey_responses/filehold-document-management-software-review-9343097)**

**Rating:** 5.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/filehold-document-management-software-review-9343097)

**["Easy to Use, Flexible Workflows, Great Support, and Affordable"](https://www.g2.com/survey_responses/filehold-document-management-software-review-12508369)**

**Rating:** 5.0/5.0 stars

_— James S._

[Read full review](https://www.g2.com/survey_responses/filehold-document-management-software-review-12508369)

#### What Are G2 Users Discussing About FileHold Document Management Software?

- [Which software is used for document control?](https://www.g2.com/discussions/which-software-is-used-for-document-control) - 1 comment
- [How do you use FileHold?](https://www.g2.com/discussions/how-do-you-use-filehold)
- [What does document management software do?](https://www.g2.com/discussions/what-does-document-management-software-do)
- [What are the features of a document management system?](https://www.g2.com/discussions/what-are-the-features-of-a-document-management-system)

### [SmartVault](https://www.g2.com/products/smartvault/reviews)

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

**Average Rating:** 4.3/5.0

**Total Reviews:** 98

#### How Do G2 Users Rate SmartVault?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.5/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SmartVault?

- **Seller:** [GetBusy](https://www.g2.com/sellers/getbusy)
- **Year Founded:** 1998
- **HQ Location:** CAMBRIDGE, Cambridgeshire
- **Twitter:** @getbusy  
453 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc1d0dee643f88313ce513fd35e08b6a038d557a140f7e41e1730f4ec945a755&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18084463%2F&secure%5Burl_type%5D=linkedin_company_website)  
85 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Financial Services
- **Company Size:** 82% Small, 13% Medium

#### What Do G2 Reviewers Say About SmartVault?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of SmartVault, appreciating its intuitive design for secure file management.
- Users value the **easy upload** feature of SmartVault, appreciating its intuitive interface and secure access for all users.
- Users highlight the **secure sharing capabilities** of SmartVault, making document management seamless and user-friendly.
- Users appreciate the **strong security measures** of SmartVault, ensuring safe and easy access for both staff and clients.
- Users appreciate the **secure file sharing** of SmartVault, enjoying the ease of managing and sharing documents confidently.

##### Cons

- Users find **limited customization** frustrating, wishing for more flexibility to better suit their office needs.
- Users find SmartVault to be **expensive** , making it less accessible for smaller businesses and individuals seeking cost-effective solutions.
- Users express concerns about the **high pricing** of SmartVault, which may limit accessibility for smaller businesses and individuals.
- Users find the **high cost** of SmartVault to be a barrier, especially for smaller businesses and individuals.
- Users often face **integration issues** , dealing with a significant number of duplicate entries in SmartVault.

#### What Are Recent G2 Reviews of SmartVault?

**["Easy for Employees and Clients"](https://www.g2.com/survey_responses/smartvault-review-12471508)**

**Rating:** 5.0/5.0 stars

_— Valery B._

[Read full review](https://www.g2.com/survey_responses/smartvault-review-12471508)

**["SmartVault Pairs with Lacerte"](https://www.g2.com/survey_responses/smartvault-review-11495651)**

**Rating:** 5.0/5.0 stars

_— Kim S._

[Read full review](https://www.g2.com/survey_responses/smartvault-review-11495651)

#### What Are G2 Users Discussing About SmartVault?

- [What advice do you have for others considering SmartVault for document management?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-smartvault-for-document-management)
- [What is SmartVault used for?](https://www.g2.com/discussions/what-is-smartvault-used-for)
- [Are portals secure?](https://www.g2.com/discussions/are-portals-secure)
- [What is Document Vault?](https://www.g2.com/discussions/what-is-document-vault)
- [How do I use Smart Vault?](https://www.g2.com/discussions/how-do-i-use-smart-vault)

### [Veryfi](https://www.g2.com/products/veryfi/reviews)

Veryfi empowers organizations to capture, extract and transform unstructured documents into structured data at scale. Our suite of data transformation APIs and mobile capture technology can be leveraged across industries to eliminate manual data entry, avoid human error, and unlock valuable business intelligence in seconds. Trusted by enterprises and software companies alike, Veryfi’s AI-based platform is delivering fast, accurate, and secure data to hundreds of companies globally. Veryfi supports the following document types: Expense Receipts FMCG/CPG Receipts HSA/FSA Receipts Invoices Purchase Orders (POs) Bills Hotel Folios Bills of lading (BOLs) Checks Credit Cards Insurance Cards Business Cards W-2s W-9s Download the Veryfi Lens mobile capture technology from the Apple App Store: https://apps.apple.com/us/app/veryfi-lens/id1498300628.

**Average Rating:** 4.6/5.0

**Total Reviews:** 57

#### How Do G2 Users Rate Veryfi?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Veryfi?

- **Seller:** [Veryfi](https://www.g2.com/sellers/veryfi)
- **Year Founded:** 2017
- **HQ Location:** San Mateo, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6096d89e6892f231e6a00559789c025ede425d357b93b83aa8651c9e86125894&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveryfi-inc&secure%5Burl_type%5D=linkedin_company_website)  
57 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Retail
- **Company Size:** 81% Small, 16% Medium

#### What Do G2 Reviewers Say About Veryfi?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Veryfi's **ease of use** exceptional, appreciating quick setup and efficient receipt scanning for expense management.
- Users commend Veryfi for its **accurate data extraction** , enhancing efficiency in receipt scanning and expense tracking.
- Users find the **integration process simple** with Veryfi, easily connecting it to various platforms and mobile apps.
- Users appreciate the **easy integration** process of Veryfi, enhancing usability across various platforms and documents.
- Users highlight the **easy setup** of Veryfi, making it simple to integrate and start using for expense tracking.

##### Cons

- Users find Veryfi to be **expensive** , which may deter those seeking more budget-friendly alternatives.
- Users find the **pricing issues** of Veryfi concerning, as it may not suit budget-conscious individuals or businesses.
- Users suggest improving **multi-language support** in the admin panel to better accommodate international users.
- Users express concerns about **inaccurate data management** in Veryfi, wishing for a feedback loop for improvement.
- Users experience **inadequate reporting** , as service downtimes and extraction failures hinder critical real-time responses.

#### What Are Recent G2 Reviews of Veryfi?

**["Easy to use and the integration process is incredibly simpleé"](https://www.g2.com/survey_responses/veryfi-review-11840476)**

**Rating:** 5.0/5.0 stars

_— Sertan K._

[Read full review](https://www.g2.com/survey_responses/veryfi-review-11840476)

**["Efficient OCR, But Needs Stronger German Integration"](https://www.g2.com/survey_responses/veryfi-review-13058546)**

**Rating:** 4.5/5.0 stars

_— Jose C._

[Read full review](https://www.g2.com/survey_responses/veryfi-review-13058546)

#### What Are G2 Users Discussing About Veryfi?

- [Is Veryfi free?](https://www.g2.com/discussions/is-veryfi-free)
- [What is Veryfi app?](https://www.g2.com/discussions/what-is-veryfi-app)
- [Is there an app to scan receipts?](https://www.g2.com/discussions/is-there-an-app-to-scan-receipts)
- [What is OCR receipt?](https://www.g2.com/discussions/what-is-ocr-receipt) - 1 comment

### [Square 9 Softworks](https://www.g2.com/products/square-9-softworks/reviews)

Managing information can be hard. We make it easy. Square 9 delivers Intelligent Information Management solutions that use generative AI-powered capture to remove the frustration of extracting data from documents, forms, and external sources, giving structure and meaning to the information your business depends on. By simplifying how information is captured and shared, we help teams focus on higher-value work instead of repetitive, manual tasks. With Square 9, your work flows freely across critical areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions, fewer errors, and more time for your team to focus on growth. More than 3,000 organizations in the U.S. rely on Square 9 to provide a platform for the intelligent document capture, indexing, search integration and business process automation.

**Average Rating:** 4.4/5.0

**Total Reviews:** 178

#### How Do G2 Users Rate Square 9 Softworks?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.4/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Square 9 Softworks?

- **Seller:** [Square 9](https://www.g2.com/sellers/square-9)
- **Company Website:** www.square-9.com
- **Year Founded:** 2006
- **HQ Location:** New Haven, CT
- **Twitter:** @S9Softworks  
661 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f6c874b5450cb4a0e43e81591ba4ff2855f15751d09208e0f52b42dfb6a3c04&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F300875%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Developer, IT Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Medium, 32% Small

#### What Do G2 Reviewers Say About Square 9 Softworks?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Square 9 Softworks, appreciating its intuitive interface and efficient workflow management.
- Users appreciate the **simplicity of document management** in Square 9, enhancing file storage, access, and sharing.
- Users commend the **responsive and knowledgeable customer support** that effectively resolves issues and ensures satisfaction.
- Users appreciate how Square 9 enhances **organization** , simplifying document management and ensuring easy access and compliance.
- Users value the **knowledgeable technical support** from Square 9, providing prompt assistance to resolve issues effectively.

##### Cons

- Users find the **learning curve steep** , requiring significant time for basic functionalities and initial setup challenges.
- Users find the **missing features** of Square 9 Softworks limiting, hindering a more effective use of the product.
- Users find the software's **complexity and clunkiness** challenging, especially for new users navigating its features.
- Users often experience **performance issues** , particularly with logging in, searching, and handling accumulated attachments.
- Users express concerns about **poor customer support** , citing slow response times and lack of phone assistance.

#### What Are Recent G2 Reviews of Square 9 Softworks?

**["User-Friendly and Flexible Setup Tailored to Our Business"](https://www.g2.com/survey_responses/square-9-softworks-review-13118656)**

**Rating:** 4.0/5.0 stars

_— Verified User in Transportation/Trucking/Railroad_

[Read full review](https://www.g2.com/survey_responses/square-9-softworks-review-13118656)

**["Document Capture Workflows that save time"](https://www.g2.com/survey_responses/square-9-softworks-review-8232390)**

**Rating:** 4.5/5.0 stars

_— Chris D._

[Read full review](https://www.g2.com/survey_responses/square-9-softworks-review-8232390)

### [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews)

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures efficient completion of work. The target audience for SuiteFiles encompasses a diverse range of professional service firms, including law offices, accounting firms, and consultancy agencies. These organizations often handle extensive documentation and require effective communication with clients. SuiteFiles addresses these challenges by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible. This organization reduces the likelihood of important information being overlooked or lost, ultimately fostering better collaboration among team members and clients. Key features of SuiteFiles include seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The platform’s ability to consolidate various functions into one interface simplifies the user experience and promotes a more streamlined approach to document management. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are aligned and that client confidence is maintained throughout the process. SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships. This solution not only supports the operational needs of these firms but also contributes to a more collaborative and productive work environment.

**Average Rating:** 4.5/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate SuiteFiles?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.3/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SuiteFiles?

- **Seller:** [SuiteFiles](https://www.g2.com/sellers/suitefiles)
- **Company Website:** www.suitefiles.com
- **Year Founded:** 2012
- **HQ Location:** Wellington, NZ
- **Twitter:** @SuiteFiles  
681 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd31c3d2313bfc2314d40cb27f61285a59969b6f46fcbbd83ebf2c3cab783e20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitefiles%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About SuiteFiles?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization of documents** in SuiteFiles, enhancing collaboration and efficiency for their teams.
- Users appreciate the **quick and reliable customer support** of SuiteFiles, which enhances their overall experience significantly.
- Users value the **easy editing** features of SuiteFiles, enhancing collaboration and document management efficiency.
- Users highlight the **efficiency** of SuiteFiles, enabling seamless collaboration and document management in one place.
- Users value the **organization features** of SuiteFiles, facilitating collaboration and providing easy access to essential documents.

##### Cons

- Users find the **accessibility issues** of SuiteFiles can be cumbersome, impacting document retrieval efficiency.
- Users face **difficult learning** curves with SuiteFiles, impacting their ability to adapt and utilize its features effectively.
- Users find the **difficult navigation** in SuiteFiles cumbersome, affecting their efficiency in accessing documents.
- Users find the **document access process a bit chunky** , which can hinder efficiency and workflow.
- Users find the **document access cumbersome** at times, which can hinder their workflow efficiency.

#### What Are Recent G2 Reviews of SuiteFiles?

**["Easy to onboard, friendly assistance from staff, a great solution to our needs"](https://www.g2.com/survey_responses/suitefiles-review-10795153)**

**Rating:** 4.0/5.0 stars

_— Valerie O._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10795153)

**["System that's easy to use and improves efficiencies!"](https://www.g2.com/survey_responses/suitefiles-review-10282837)**

**Rating:** 5.0/5.0 stars

_— Sue T._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10282837)

### [Kleeto](https://www.g2.com/products/kleeto/reviews)

Kleeto is a comprehensive document management solution designed to streamline the handling of critical business documents through automation and customization. By digitizing and centralizing document storage, Kleeto enhances operational efficiency, reduces manual tasks, and ensures secure access to important files. Its user-friendly interface and robust features cater to various industries, including finance, human resources, legal, and supply chain management. Key Features and Functionality: - Personalized Dashboards: Tailor workflows to meet specific organizational needs, providing curated interfaces for efficient document management. - Automated Rule Engines: Implement compliance-driven automation to maintain regulatory standards and reduce human error. - Centralized Storage: Consolidate all employee and business documents in a single, secure repository for easy access and management. - Advanced Search Capabilities: Utilize powerful search tools to quickly locate documents, enhancing productivity and reducing time spent on manual searches. - Access Control and Security: Manage document access with role-based permissions, ensuring sensitive information is only available to authorized personnel. - Activity Logs and Tracking: Monitor document history and user interactions to maintain transparency and accountability within the organization. Primary Value and Solutions Provided: Kleeto addresses the challenges associated with traditional document management by offering a digital platform that simplifies the storage, retrieval, and sharing of documents. It eliminates the need for physical storage, reducing overhead costs and minimizing risks related to document loss or damage. By automating routine tasks and ensuring compliance with regulatory requirements, Kleeto empowers businesses to focus on core activities, thereby enhancing overall productivity and operational efficiency.

**Average Rating:** 4.1/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate Kleeto?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Kleeto?

- **Seller:** [Mr.kleeto](https://www.g2.com/sellers/mr-kleeto)
- **Year Founded:** 2009
- **HQ Location:** Gurugram, Haryana
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8cb57a4e99b7e7a9a32fac91c5825de8f860780b0c3f00f294a3d6ebc38d9784&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkleetodocs&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Small, 38% Medium

#### What Do G2 Reviewers Say About Kleeto?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kleeto **easy to use** , streamlining document digitization and enhancing file sharing with its helpful features.
- Users value Kleeto's **strong security** in cloud-based document management, ensuring safe and compliant file sharing.
- Users commend Kleeto for its **secure cloud storage** , enabling effortless document management and easy retrieval.
- Users value the **secure, cloud-based document management** of Kleeto, enhancing accessibility and compliance with ease.
- Users value Kleeto's **strong security focus** , making document management safe and accessible without complex setups.

##### Cons

- Users often face issues with **handwriting recognition** , leading to incorrect document scans and frustration.
- Users find Kleeto to be **expensive** compared to open-source alternatives, impacting their overall satisfaction with the product.
- Users face **integration difficulties** with Kleeto, as it may not work seamlessly with existing software systems.
- Users find the **limited customization** of Kleeto restrictive, impacting their ability to adapt it to specific workflows.
- Users find **permission issues** with Kleeto challenging, especially for managing sensitive legal document access securely.

#### What Are Recent G2 Reviews of Kleeto?

**["Enabling cooperation of different departments"](https://www.g2.com/survey_responses/kleeto-review-10465100)**

**Rating:** 4.0/5.0 stars

_— Shamsul A._

[Read full review](https://www.g2.com/survey_responses/kleeto-review-10465100)

**["Smart Document Management solutions"](https://www.g2.com/survey_responses/kleeto-review-10790390)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/kleeto-review-10790390)

#### What Are G2 Users Discussing About Kleeto?

- [What is Kleeto used for?](https://www.g2.com/discussions/what-is-kleeto-used-for)

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