![Scot W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scot W.")
SW

Scot W.

Partner

Small-Business (50 or fewer emp.)

7/14/2023

"Not perfect, but does the job"

4.5/5

What do you like best about Docupace?

It's clearly designed with financial advisors in mind. It allows you to assign one file to my multiple clients, which is great for planning, since often times we search by a client or spouse name. Review collected by and hosted on G2.com.

What do you dislike about Docupace?

It's not designed for solo reps. For example, every time I create a new client, I have to select my self as "rep", even though I'm literally the only rep in the firm. Review collected by and hosted on G2.com.

What problems is Docupace solving and how is that benefiting you?

It allows us to securely store our client files digitally. It reduces paper. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

See what 26 reviewers think of Docupace

3.6 out of 5 · Verified reviews from real users

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