--- title: Docupace Reviews meta\_title: 'Docupace Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 27 reviews by the users' company size, role or industry to find out how Docupace works for a business like yours. aggregate\_rating: rating\_value: 3.6 review\_count: 27 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Docupace Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Docupace but has limited features. Are you part of the Docupace team? [Upgrade your plan](https://my.g2.com/docupace/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [PreciseFP](https://www.g2.com/sellers/precisefp) Discussions [Docupace Community](https://www.g2.com/products/docupace/discuss) Languages Supported English Solution Type All-in-One Overview by Ashley Treangen Show More ## Pricing Pricing provided by Docupace. ### Client Onboarding Contact Us ### RIA Productivity Suite Contact Us [ View More Pricing Information ](https://www.g2.com/products/docupace/pricing) ## Top-Rated Alternatives [ ![Laserfiche](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![Box](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Box") Box 4.2/5(5,260) ](https://www.g2.com/products/box/reviews) [ ![Docusign CLM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Docusign CLM") Docusign CLM 4.3/5(507) ](https://www.g2.com/products/docusign-clm/reviews) [ View All Alternatives ](https://www.g2.com/products/docupace/competitors/alternatives) ## User Insights Average based on 27 real user reviews. [Log in to unlock pricing and user insights](/login) TP tim p. Small-Business (50 or fewer emp.) 8/1/2023 "Go elsewhere" 1.5/5 What do you like best about Docupace? Tons of information you can store in a record or folder Review collected by and hosted on G2.com. What do you dislike about Docupace? Not very user friendly. Can only have limited storage levels and it's really hard to extract all files. They charge for an extraction. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? SEC approved cloud storage Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Pricing Options Pricing provided by Docupace. ### Client Onboarding Contact Us ### RIA Productivity Suite Contact Us ### Document Management Contact Us [ View More Pricing Information ](https://www.g2.com/products/docupace/pricing) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Document Scanning](https://www.g2.com/categories/document-scanning) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Document Scanning](https://www.g2.com/categories/document-scanning)[Digital Customer Onboarding](https://www.g2.com/categories/digital-customer-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What's the leading collaboration app for remote teams](https://www.g2.com/discussions/what-s-the-leading-collaboration-app-for-remote-teams)[Best threat intelligence software for small businesses](https://www.g2.com/discussions/which-is-the-best-threat-intelligence-software-for-a-small-business)[What retail task management platform is actually adopted by hourly staff without becoming software overhead that managers end up maintaining instead of selling?](https://www.g2.com/discussions/what-retail-task-management-platform-is-actually-adopted-by-hourly-staff-without-becoming-software-overhead-that-managers-end-up-maintaining-instead-of-selling) [Best Photo Editing Software](https://www.g2.com/articles/best-photo-editing-software)[Which earned wage access software is the best for reducing employee turnover and increasing engagement for hourly workers who live paycheck to paycheck?](https://www.g2.com/discussions/which-earned-wage-access-software-is-the-best-for-reducing-employee-turnover-and-increasing-engagement-for-hourly-workers-who-live-paycheck-to-paycheck)[Pros and Cons Details](https://www.g2.com/products/docupace/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)