1. [Home](https://www.g2.com/) 2. ... 3. [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) 4. [Docupace Discussions](https://www.g2.com/products/docupace/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d0938508785096891e0aa5b5e74d72a1/docupace.gif "Product Avatar Image") ](/products/docupace/reviews) [ Docupace ](/products/docupace/reviews) (27)3.6/5 Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named to the WealthTech 100, WealthTech 100, a listing of the top-most innovative wealthtech companies in the world, for the second straight year and was named Wealthtech Firm of the Year by Wealth Solutions Report. Docupace was a finalist in two categories for WealthManagement.com’s 2022 “Wealthie” Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. Show More * * * ### 11.0 Nps Score Already have Docupace? ### All Docupace Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # How do you use Docupace? ](/discussions/docupace-how-do-you-use-docupace) How do you use Docupace? [ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software) [ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software) [ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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[ Enterprise Content Management (ECM) Systems ](https://www.g2.com/tags/enterprise-content-management-ecm-systems)[ Business Process Management Software ](https://www.g2.com/tags/business-process-management-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Document Scanning Software ](https://www.g2.com/tags/document-scanning-software) [ Digital Customer Onboarding Software ](https://www.g2.com/tags/digital-customer-onboarding-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.&title=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docupace+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docupace+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocupace%2Fdiscuss%0aAsk+Docupace+questions+and+get+answers+from+expert+users+in+our+Docupace+Discussions+section.) 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