[ Docupace Reviews ](https://www.g2.com/products/docupace/reviews) [ Docupace Reviews ](https://www.g2.com/products/docupace/reviews) # Docupace Pricing Overview [Editedit](https://my.g2.com/docupace/pricings) ## Docupace Pricing Key Insights Last updated on Apr 09, 2026 * * * Docupace offers **7 pricing editions** , with pricing details available directly from the vendor. A free trial of **Docupace** is not available. Review the Docupace pricing table below to determine which features best align with your requirements. Contact **PreciseFP** directly to purchase the software. * * * Client Onboarding — Contact Us RIA Productivity Suite — Contact Us Document Management — Contact Us Advisor Transitions — Contact Us Compensation Management — Contact Us Compliance TRACKR — Contact Us Surveillance and Compliance — Contact Us Rated 3.6 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Client Onboarding Contact Us With Docupace, you can shrink processing times from days to minutes and significantly reduce NIGO submissions. All the forms you need are preloaded in the Docupace Platform. Pull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies. Sign the documents electronically, and you’re ready for submission. - Integrate with your operations and technology infrastructure - Reduce NIGO rates to low single digits - Shorten the client onboarding process - Auto-populate data from your CRM or another platform - Catch errors and inconsistencies prior to submission - Sign documents electronically with DocuSign and SIGNiX - Track account processing in real time from any office Show More RIA Productivity Suite Contact Us The RIA Productivity Suite comes with several “out of the box” capabilities and integrations that meet the flexibility needs & simple-delivery requirements of the RIA market. - CRM Integration - Robust Workflow Engine - Streamlined New Account Opening - Simplified Client Onboarding - Secure, Cloud-based Document Management - Pre-packaged Custodial Forms Kits - Rules Engine, Data Validation - Optimized Delivery Model Show More Document Management Contact Us Docupace uses government-grade encryption and tools to help you maintain security and compliance. With Docupace, you can consolidate all of your firm’s books and records — physical and digital — in order to manage files quickly and confidently. - Automatically organize and store all documents in a secure digital vault - Comply with rules 17a-3 and 17a-4 - Leverage true cloud-based WORM storage - Assign roles and permissions to manage who has access to which records - Track user actions to identify suspicious activity Show More Advisor Transitions Contact Us Docupace enables broker-dealers, RIAs, and advisors to save time, money, and effort with a cloud-based advisor transitions solution. Docupace uses a digital process that quickly pre-populates all new account paperwork and significantly reduces NIGOs. - All new account forms are pre-filled and ready to sign before the U4 drop date - All lines of business are covered - All documents are stored in a secure and compliant cloud-based vault - Expert assistance is available to the advisor throughout the process Show More Compensation Management Contact Us With Compensation from Docupace, your back office can delight in the flexibility and range of calculation options regardless of how complex your payment structure may be. Let our powerful array of reporting tools help your firm understand payout trends, the types of products you sell, and more. - No more manual calculations - Customize payouts based on sales, products, splits, and more - Create, edit, and share reports at any time - Factor in intricacies like adjustments, carry forwards, and multiple execution orders - Give advisors easy access to historical payout statements Show More Compliance TRACKR Contact Us The Compliance TRACKR from Docupace delivers end-to-end processing, tracking, storage and audit functionality to meet all current disclosure requirements with a “digital first” mindset. - Fully digitize Reg BI (Form CRS), Form ADV and DOL Rule disclosure experience through automated workflows and CRM integration - Store records in a FINRA/SEC compliant (17a-3 and 17a-4) and hyper-secure digital vault - Audit trail and real-time reporting capabilities on demand - Proprietary “digital first, analog second” client attestation process ensures time stamped delivery of disclosures Show More Surveillance and Compliance Contact Us Arm your back office with rules-based alerts that meet your needs (because you write the rules). Plus, you can put important compliance processes on autopilot and arm employees with the exact documentation they’ll need when an auditor comes knocking. - Automate your OFAC and FinCen contact review - Automate 36-month mailing, address change, suitability, and welcome letters - Manage your licenses, flag trades based on license status, and send an alert to your rep if there’s a problem - Automatically flag transactions based on the rules you’ve designed Show More A Comprehensive, Configurable Wealth Management Software Solution for Digitizing Your Operation Pricing information for Docupace is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Docupace must be conducted with the seller. The Docupace Platform simplifies the way firms process information, increasing efficiency, productivity, and profit. Pricing information was last updated on October 10, 2024 Show More ## Top-Rated Alternatives [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![Box](https://images.g2crowd.com/uploads/product/hd_favicon/3d3eeece24c2d6963722f3fb8f7a03e7/box.svg "Box") Box 4.2/5(5,260) ](https://www.g2.com/products/box/reviews) [ ![Docusign CLM](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign-clm.svg "Docusign CLM") Docusign CLM 4.3/5(497) ](https://www.g2.com/products/docusign-clm/reviews) [ View All Alternatives ](https://www.g2.com/products/docupace/competitors/alternatives) ## Docupace Alternatives Pricing The following is a quick overview of editions offered by other [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) | ![Laserfiche](https://images.g2crowd.com/uploads/product/image/small_square/small_square_567526c3e0ca0f7385662e2e16eeba06/laserfiche.png) [Laserfiche](https://www.g2.com/products/laserfiche/reviews) ##### Laserfiche Cloud Professional | $73.001 User Per Month | Starts at 5 users. Transform processes from end-to-end with powerful automation and integration tools. - 100GB storage per user - 1 Repository - 1,000 AI Units/year - 50,000 API calls/month - Laserfiche native Microsoft 365 collaboration | | ![Box](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9b832fe9bb15e5e18b6852a303b57d40/box.jpg) [Box](https://www.g2.com/products/box/reviews) ##### Business Starter | $5.00Per Month | Secure file collaboration, storage and native e-signatures for up to 10 users - 100 GB of storage - 2 GB file upload - 25 file versions - Box Sign: 10 docs for e-sign per user per month; Unlimited templates - Technical Support during local business hours - Minimum of 3 users [Show More](javascript:void(0);) | | ![Revver](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8d9b1b35ae4dde5e7e28c8bcc945df6f/revver.png) [Revver](https://www.g2.com/products/revver/reviews) ##### Basic | $25.001 User Per Month | Store, organize, and securely share documents across your organization so teams can easily access and collaborate on the information they need. - Upload & download files - View shared files & folders - Complete eSignature request - Browse folder list - Office 365 & Salesforce Integration - Internal sharing - View, edit, and search by metadata fields - Advanced search - Revver AI (Smart Extract, Smart Hints, Smart Summary) [Show More](javascript:void(0);) | Various alternatives pricing & plans Pricing information for the above various Docupace alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### 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) [ Digital Customer Onboarding ](https://www.g2.com/categories/digital-customer-onboarding) Show More ##### Explore More [ Best API lifecycle management platforms ](https://www.g2.com/discussions/what-are-the-best-api-lifecycle-management-platforms)[ What platform provides secure remote desktop sharing? ](https://www.g2.com/discussions/what-platform-provides-secure-remote-desktop-sharing)[ What are the top messaging platforms for customer support teams? ](https://www.g2.com/discussions/what-are-the-top-messaging-platforms-for-customer-support-teams) [ Which ethics and compliance learning platforms use AI to help teams create courses and compliance quizzes faster instead of building everything manually? ](https://www.g2.com/discussions/which-ethics-and-compliance-learning-platforms-use-ai-to-help-teams-create-courses-and-compliance-quizzes-faster-instead-of-building-everything-manually)[ Which admissions and enrollment management software maintains comprehensive audit trails for compliance? ](https://www.g2.com/discussions/which-admissions-and-enrollment-management-software-maintains-comprehensive-audit-trails-for-compliance)[ Pros and Cons Details ](https://www.g2.com/products/docupace/reviews?qs=pros-and-cons) Show More [ Best API lifecycle management platforms ](https://www.g2.com/discussions/what-are-the-best-api-lifecycle-management-platforms)[ What platform provides secure remote desktop sharing? ](https://www.g2.com/discussions/what-platform-provides-secure-remote-desktop-sharing)[ What are the top messaging platforms for customer support teams? ](https://www.g2.com/discussions/what-are-the-top-messaging-platforms-for-customer-support-teams) [ Which ethics and compliance learning platforms use AI to help teams create courses and compliance quizzes faster instead of building everything manually? ](https://www.g2.com/discussions/which-ethics-and-compliance-learning-platforms-use-ai-to-help-teams-create-courses-and-compliance-quizzes-faster-instead-of-building-everything-manually)[ Which admissions and enrollment management software maintains comprehensive audit trails for compliance? ](https://www.g2.com/discussions/which-admissions-and-enrollment-management-software-maintains-comprehensive-audit-trails-for-compliance)[ Pros and Cons Details ](https://www.g2.com/products/docupace/reviews?qs=pros-and-cons)