Best Document Management Software for Small Business - Page 3

How Many Document Management Software Products Does G2 Track?

Total Products under this Category: 730

Category Stats (Oct 2026)

  • Average Rating: 4.43/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SOLIXCloud ECS (+1.55%) - Among all products in this category, SOLIXCloud ECS recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Document Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 20,100+ Authentic Reviews
  • 730+ 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

Highlighted products: PandaDoc, Foxit PDF Editor, Zoho WorkDrive, 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=foxit-pdf-editor&focus%5B%5D=zoho-workdrive&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)

Hyland OnBase

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: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.3/10)
  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Hyland OnBase?

  • Seller: Hyland
  • Company Website:
  • Year Founded: 1991
  • HQ Location: Westlake, OH
  • Twitter: @Hyland
    13,165 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,396 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Hyland OnBase?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive use of Hyland OnBase, appreciating its powerful document categorization and scalability.
  • Users appreciate the powerful document management capabilities of Hyland OnBase for its ease of cross-referencing and categorization.
  • Users value the seamless integrations of Hyland OnBase, enhancing functionality and ease of use with core systems.
  • Users value the seamless integration with geographic systems and appreciate the powerful, user-friendly document management features.
  • Users appreciate the user-friendly interface of Hyland OnBase, making training and workflow management seamless and simple.
Cons
  • Users note missing features in on-premise implementations, hindering functionality and support in comparison to cloud solutions.
  • Users report update issues post-upgrade, particularly with document locking, causing significant administrative challenges and delays.
  • Users find the complexity of Hyland OnBase challenging, requiring significant support and training to navigate effectively.
  • Users report persistent technical issues after upgrades, particularly with document locking and overall stability.
  • Users find the learning curve quite steep, requiring significant training to effectively manage documents and workflows.

What Are Recent G2 Reviews of Hyland OnBase?

What Are G2 Users Discussing About Hyland OnBase?

Square 9 Softworks

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. By automating these processes, Square 9 enables teams to make faster decisions, reduce errors, and ultimately allocate more time to activities that drive growth and innovation. Key features of Square 9 include intelligent document capture, advanced indexing capabilities, and seamless search integration. The intelligent document capture function utilizes AI to recognize and extract relevant data from various document types, significantly reducing the time spent on manual entry. The indexing feature allows users to categorize and organize documents efficiently, making retrieval quick and straightforward. Additionally, the search integration capability ensures that users can easily locate specific documents or data points, enhancing overall productivity. The benefits of using Square 9 extend beyond mere efficiency; the platform also fosters collaboration among team members by simplifying information sharing. With a centralized system for document management, users can access and share critical information in real-time, facilitating better communication and decision-making. Furthermore, the automation of repetitive tasks minimizes the risk of human error, leading to improved accuracy in data handling and reporting. In a landscape where information management is increasingly complex, Square 9 stands out by offering a comprehensive solution that not only addresses the challenges of document processing but also enhances overall business performance. With over 3,000 organizations in the U.S. relying on its capabilities, Square 9 has established itself as a trusted partner in the journey toward smarter, more efficient information management.

Average Rating: 4.4/5.0

Total Reviews: 186

How Do G2 Users Rate Square 9 Softworks?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.4/10 (Category avg: 8.3/10)
  • Quality of Support: 9.0/10 (Category avg: 8.6/10)
  • Ease of Use: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Square 9 Softworks?

  • Seller: Square 9
  • Company Website:
  • Year Founded: 2006
  • HQ Location: New Haven, CT
  • Twitter: @S9Softworks
    661 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    74 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Developer, IT Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Medium, 32% Small

What Do G2 Reviewers Say About Square 9 Softworks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Square 9, enhancing daily operations and document management efficiency.
  • Users find Square 9 Softworks' centralized cloud-based document management invaluable for efficient access and traceability.
  • Users value the responsive customer support that effectively resolves issues and provides detailed assistance.
  • Users praise the excellent organization of Square 9, noting improved workflows and enhanced collaboration.
  • Users highlight the streamlined scanning process of Square 9, enhancing efficiency and simplifying document retrieval.
Cons
  • Users find the steep learning curve challenging, especially with template setups and understanding workflows effectively.
  • Users find missing features like limited OCR capabilities and a less functional mobile app frustrating in Square 9 Softworks.
  • Users find the software complicated to handle initially, noting a steep learning curve and feature overload.
  • Users find the difficult setup process challenging, requiring significant effort to fine-tune templates and implement correctly.
  • Users face challenges with document retrieval and login difficulties, complicating their overall experience with Square 9 Softworks.

What Are Recent G2 Reviews of Square 9 Softworks?

Kleeto

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: 8.8/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.3/10)
  • Quality of Support: 8.8/10 (Category avg: 8.6/10)
  • Ease of Use: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Kleeto?

  • Seller: Mr.kleeto
  • Year Founded: 2009
  • HQ Location: Gurugram, Haryana
  • LinkedIn® Page: www.linkedin.com
    123 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 love Kleeto for its ease of use, making document digitization and file sharing quick and efficient.
  • Users value the strong security features of Kleeto, ensuring safe management and sharing of sensitive documents.
  • Users value the secure, cloud-based document management of Kleeto for its ease of access and robust compliance features.
  • Users value the secure, cloud-based document management of Kleeto, enhancing ease of access and compliance.
  • Users appreciate the strong focus on security in Kleeto, ensuring safe and easy document management for businesses.
Cons
  • Users find that Kleeto occasionally has trouble understanding handwriting, leading to incorrect document scans.
  • Users find Kleeto to be expensive, especially when compared to more affordable open-source alternatives.
  • Users report integration difficulties with Kleeto, finding it challenging to connect with their existing software solutions.
  • Users note the limited customization options in Kleeto, which may not suit specific workflow needs.
  • Users find permission issues challenging, especially for controlling access to sensitive legal documents securely.

What Are Recent G2 Reviews of Kleeto?

What Are G2 Users Discussing About Kleeto?

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DigitalDrawer

DigitalDrawer is an on-premise, secure digital filing software designed to help small and medium-sized businesses transition from paper-based systems to efficient electronic document management. By digitizing and organizing documents, DigitalDrawer enhances productivity, ensures data security, and optimizes office space. Key Features and Functionality: - Document Capture: Quickly scan paper documents directly into DigitalDrawer using any TWAIN-compliant scanner. The software supports batch scanning, allowing for the efficient processing of large volumes of documents. Additionally, users can import existing electronic files through drag-and-drop or copy-paste methods. - Organization: Utilize a familiar Windows-based folder structure to create multiple, customizable file cabinets. This setup enables users to store and categorize documents systematically, ensuring easy retrieval. - Search and Retrieval: Leverage keyword and full-text search capabilities, powered by automatic Optical Character Recognition (OCR), to locate documents swiftly. The system indexes text within documents, facilitating quick and accurate searches. - Document Management: Add annotations such as highlights, notes, stamps, and redactions without altering the original file. The software also offers version control for Microsoft Word and Excel documents, allowing users to revert to previous versions if necessary. - Security: Implement permission-based access controls to restrict document access to authorized users. Monitor system activity and document access through comprehensive audit trails. Documents are stored using AES 128-bit encryption, ensuring data protection and compliance with regulations like HIPAA. Primary Value and Solutions Provided: DigitalDrawer addresses the challenges associated with managing physical documents by offering a centralized, secure, and efficient electronic filing system. It eliminates the need for physical storage, reduces the risk of document loss or damage, and enhances data security. By streamlining document capture, organization, and retrieval processes, DigitalDrawer significantly improves operational efficiency, allowing businesses to focus on core activities without the burden of manual document management.

Average Rating: 4.4/5.0

Total Reviews: 30

How Do G2 Users Rate DigitalDrawer?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.7/10 (Category avg: 8.3/10)
  • Quality of Support: 8.7/10 (Category avg: 8.6/10)
  • Ease of Use: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind DigitalDrawer?

  • Seller: AscendoSoft
  • Year Founded: 2009
  • HQ Location: Redmond, WA
  • Twitter: @AscendoSoft
    48 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 57% Small, 30% Medium

What Do G2 Reviewers Say About DigitalDrawer?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of DigitalDrawer, appreciating its convenience for organizing and accessing digital files.
  • Users find DigitalDrawer to be a reliable data management tool, effectively organizing and securing their files.
  • Users value the convenience of accessibility in DigitalDrawer, enabling easy organization and retrieval of files on any device.
  • Users praise DigitalDrawer for its effective collaboration tools, enabling seamless document sharing and teamwork without conflicts.
  • Users praise DigitalDrawer for its efficient document organization and collaboration tools, making file sharing seamless and secure.
Cons
  • Users find the mobile capacity lacking, making document interaction less convenient and limiting flexibility on-the-go.
  • Users find the mobile accessibility inconvenient, restricting their ability to work seamlessly from various locations.
  • Users find the learning curve steep due to the initially confusing setup of DigitalDrawer's digital cabinets.
  • Users find offline limitations in DigitalDrawer hinder convenience, restricting mobility and interaction when on the go.
  • Users find the search difficulties onerous as tagging documents is helpful but time-consuming.

What Are Recent G2 Reviews of DigitalDrawer?

What Are G2 Users Discussing About DigitalDrawer?

Bitrix24

Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 578

How Do G2 Users Rate Bitrix24?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.8/10)
  • Ease of Admin: 7.7/10 (Category avg: 8.3/10)
  • Quality of Support: 7.7/10 (Category avg: 8.6/10)
  • Ease of Use: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Bitrix24?

  • Seller: Bitrix24
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Alexandria, Virginia
  • LinkedIn® Page: www.linkedin.com
    269 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 55% Small, 34% Medium

What Do G2 Reviewers Say About Bitrix24?

AI-generated summary from verified user reviews

Pros
  • Users find Bitrix24 to be easy to use, effectively streamlining business processes and enhancing customer experience.
  • Users appreciate the team collaboration tools in Bitrix24, enhancing communication and streamlining business processes effortlessly.
  • Users admire the integrated task management of Bitrix24, enhancing collaboration and efficiency across teams.
  • Users appreciate the integration of essential tools in Bitrix24, boosting efficiency and collaboration across teams.
  • Users appreciate the flexibility and versatility of Bitrix24, enjoying its comprehensive features for business management.
Cons
  • Users find the learning curve steep, requiring time and training to fully utilize Bitrix24's extensive features.
  • Users express concern over missing features in Bitrix24, feeling that promised functionalities have been removed or altered.
  • Users express frustration over limited features in Bitrix24, feeling promised functionalities have been removed or restricted.
  • Users express concern over lacking features, with notable omissions affecting value as compared to initial promises.
  • Users report performance issues with Bitrix24, experiencing lag and slowdowns, especially during complex workflows.

What Are Recent G2 Reviews of Bitrix24?

What Are G2 Users Discussing About Bitrix24?

AODocs

AODocs is an AI-enabled Document Management System that combines knowledge management and control with workflow automation across use cases. With cloud-native architecture and reliable AI tools, AODocs extracts structured data from documents at scale and automates processes such as claims management, sales proposal review, engineering design, manufacturing instructions, and more. This significantly reduces manual processing, ensures compliance, and boosts productivity.

Average Rating: 4.2/5.0

Total Reviews: 112

How Do G2 Users Rate AODocs?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.2/10 (Category avg: 8.3/10)
  • Quality of Support: 8.4/10 (Category avg: 8.6/10)
  • Ease of Use: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind AODocs?

  • Seller: AODocs
  • Year Founded: 2012
  • HQ Location: Atlanta, GA
  • Twitter: @aodocs
    805 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    118 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 36% Medium, 32% Large

What Do G2 Reviewers Say About AODocs?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of AODocs, seamlessly integrating with Google Workspace for enhanced productivity.
  • Users appreciate the automation capabilities of AODocs, enabling streamlined workflows and enhanced analytics without a new interface.
  • Users love the easy integrations with Google Workspace, enhancing their experience and productivity with AODocs.
  • Users praise the flexibility of AODocs in designing workflows, roles, and automating tasks with ease.
  • Users value the seamless Google Workspace integration in AODocs, enhancing their overall document management experience.
Cons
  • Users face challenges with poor interface design, leading to navigation slowdowns and insufficient customization options.
  • Users experience interface issues with slow performance when navigating large folders, causing friction during audits.
  • Users experience performance slowdowns with the outdated AODocs interface, particularly when navigating large folders of files.
  • Users are frustrated with access issues in AODocs, having to delete existing users before adding new ones.

What Are Recent G2 Reviews of AODocs?

What Are G2 Users Discussing About AODocs?

UpBox.me

UpBox.me is a user-friendly file-sharing platform that enables individuals and businesses to receive files from others effortlessly. By creating a personalized upload box, users can share a unique link, allowing friends, clients, or colleagues to upload files directly to a centralized location. This streamlined process eliminates the complexities often associated with file transfers, offering a secure and efficient solution for collecting documents, images, or any other file types. Key Features and Functionality: - Customizable Upload Boxes: Users can design their upload boxes to align with personal or brand aesthetics, ensuring a cohesive experience for those uploading files. - Unique Shareable Links: Each upload box generates a distinct link, simplifying the process of requesting and receiving files from multiple sources. - Secure File Management: Uploaded files are accessible solely to the upload box owner via the UpBox.me dashboard, ensuring privacy and security. - User-Friendly Interface: The platform is designed for ease of use, requiring no technical expertise, making it accessible to a broad audience. - Flexible Subscription Plans: UpBox.me offers both free and pro plans, catering to varying storage needs and feature requirements. Primary Value and User Solutions: UpBox.me addresses the common challenge of collecting files from multiple individuals by providing a centralized, secure, and straightforward platform. It eliminates the need for complex email attachments or third-party services, streamlining workflows for professionals, educators, and anyone needing to gather files efficiently. The customizable nature of the upload boxes ensures that users can maintain brand consistency, while the secure storage guarantees that sensitive information remains protected.

Average Rating: 4.3/5.0

Total Reviews: 23

How Do G2 Users Rate UpBox.me?

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

Who Is the Company Behind UpBox.me?

Who Uses This Product?

  • Company Size: 61% Small, 30% Medium

What Do G2 Reviewers Say About UpBox.me?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of UpBox.me, enjoying its simple interface and hassle-free file sharing.
  • Users love the easy sharing feature of UpBox.me, allowing quick collaboration and secure file storage for everyone.
  • Users love the hassle-free file sharing experience with UpBox.me's simple interface and responsive support.
  • Users love the easy upload feature of UpBox.me, praising its swift and hassle-free file handling experience.
  • Users appreciate the simplicity of UpBox.me, enjoying its user-friendly interface and hassle-free file sharing experience.
Cons
  • Users express concerns about the high cost of UpBox.me, feeling it should be free for everyone.
  • Users express concerns about the security vulnerabilities of UpBox.me, impacting their confidence in the platform.
  • Users express concerns about the cost issues of UpBox.me, finding it potentially burdensome compared to alternatives.
  • Users note the lack of features in UpBox.me, limiting its adaptability for different needs and use cases.
  • Users feel the limited customization options hinder their ability to tailor UpBox.me to their specific needs.

What Are Recent G2 Reviews of UpBox.me?

What Are G2 Users Discussing About UpBox.me?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated