Best Small Business Document Management Software
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Compare the Top Small Business Document Management Software as of January 2026
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What is Small Business Document Management Software?
Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Small Business Document Management software currently available using the table below. This list is updated regularly.
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1
PairSoft
PairSoft
PairSoft delivers secure, cloud-based document management built for finance and procurement teams. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it centralizes and automates document capture, indexing, and retrieval for invoices, POs, contracts, and more. With OCR-powered search, role-based access, and full audit trails, PairSoft eliminates paper-based processes, ensures compliance, and boosts efficiency across AP and purchasing workflows. Custom retention policies and real-time ERP sync help teams stay audit-ready and organized. Whether supporting AP automation or procurement, PairSoft provides seamless, scalable document control for modern, remote-friendly finance operations. -
2
Apryse PDF SDK
Apryse
Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. -
3
ONLYOFFICE Docs
Ascensio System SIA
ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.Starting Price: Free -
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LogicalDOC
LogicalDOC
LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today. -
5
Interfacing Integrated Management System (IMS)
Interfacing Technologies Corporation
Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.Starting Price: $10/month/user -
6
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
7
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
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SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
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Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.Starting Price: $9 per month -
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hyper Digital Asset Management Server
hyperCMS Content Management Solutions
The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Access all your rich rich content directly by conveniently integrating it into the creative workflow of internal/external teams and programs like Adobe CS, MS Office, and OpenOffice. Ensure process control with collaborative approval. Share the content directly on Social Media Networks. Create customized Brand Portals to promote and meassure the success of various rich content.Starting Price: $21.00/mo (SaaS) $0 On-Premise -
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Appenate
Appenate
Reduce Paper-Based Work With Our Drag-n-Drop App Builder. Create Data-Driven Apps That Empower Your Business. Mobile & Desktop. No Coding Required. A no-code platform for creating data-driven apps to replace paper forms across all industries. Use our versatile drag-n-drop software to schedule, dispatch, track & manage jobs. “Appenate allowed our company to go paperless in the field & gave us the ability to move towards other paperless operations. Within a month we had a department of 12 technicians & one dispatcher using Appenate daily” – Junetta, Commercial Service Department – Total Group Create quotes, checklists or reports & easily integrate with existing systems. Enforce accountability, cost-saving & efficiency via our dashboard overview. FREE trial offered to test GPS, barcode scanning, signature & drawing, media & attachment upload, formulas, push notifications, white label & offline capabilities. Create online forms and apps in under 5 minutes.Starting Price: $11.90/month/user -
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Box
Box
Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIsStarting Price: $5 per month -
13
Document360
Kovai
Document360 is an AI-powered Knowledge base platform designed to streamline knowledge management in organizations. It helps teams create, manage, and publish content effortlessly, ensuring clarity and accessibility for users. Use Cases Knowledge Base for Customers and Teams: Offer a seamless self-service experience with AI search, auto-tagging, and analytics to boost productivity and reduce support queries. IT Documentation (Including API Docs) Simplify technical documentation with markdown support, version control, and API-friendly features like code embedding and AI-driven insights. Standard Operating Procedures (SOPs) Maintain consistent workflows with centralized SOPs, AI content suggestions, and easy updates for team alignment. User Manuals Deliver user-friendly manuals with customization, localization, and AI tools for faster, polished content.Starting Price: contact us -
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Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
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Qualityze EQMS Suite
Qualityze
Qualityze is a leading provider of enterprise quality management solutions, utilizing the Salesforce.com Technology Platform to build our EQMS Software solutions. Our team is 100% devoted to quality processes, compliance, and regulatory guidelines to address our customers' business environments. We do not distract ourselves with custom work or quality concerns. The idea of helping our customers create a culture of quality is not a new concept, but the way we developed our application, Quality Management Software, based on making it easy to use, intuitive, and inclusive. Therefore, the entire organization is involved in quality, not because they are told they should, but because it's easy, fun, and has a logical flow. We strive to optimize quality with excellence through our exclusive range of smarter quality management software solutions.Starting Price: $30/User/Month -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
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PinPoint Document Management System
LSSP Corporation
PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!Starting Price: Ranges from $1 to $20 a month per user -
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ShareFile
Progress Software
Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clientsStarting Price: $50 per month -
20
Tresorit
Tresorit
End-to-end encrypted file sync & sharing Tresorit is the ultra-secure place in the cloud to store, sync and share files easily from anywhere, anytime. Tresorit is powered by end-to-end encryption, therefore it seals your files away from internal data breaches and hackers. All the data is securely stored according to the GDPR in Europe in Microsoft Azure datacenters. Manage who can add, edit or only view the data you shared. Team members can securely access the updated files using their browser, desktop, or mobile device, wherever they are. Files can be shared with the same secure manners outside your company as well. Replace risky email attachments with ultra-secure share links. Thanks to end-to-end encryption, nothing leaves your device unencrypted, meaning only you and your recipient can open the files. Utilize the new Content Shield features for your Business to secure collaboration with external parties. Read more here: https://tresorit.com/tresorit-content-shieldStarting Price: $10.42/month -
21
N‑able Passportal
N-able
N‑able™ Passportal™ provides simple yet secure password and documentation management tailored for the operations of an MSP and ITSP. The platform is cloud-based and offers channel partners automated password protection and makes storing, managing, and retrieving passwords and client knowledge quick and easy from virtually any connected device. The N‑able™ Passportal™ product suite also offers value-added service products including Documentation Manager™, Blink™ and Site™ all of which promote compliance with industry regulations and help protect businesses from data breaches, cybersecurity threats, and network vulnerabilities.Starting Price: $18.00/month -
22
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
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Wimi
Wimi
For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !Starting Price: €3.00/month/user -
24
Assembly Neos
Assembly Software
Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for aStarting Price: $99 per user per month -
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iGrafx Process360 Live
iGrafx
iGrafx enables true business transformation by helping organizations continuously improve their processes. An integrated intelligence platform is critical for achieving continuous process improvement. Today’s complex processes involve multiple departments, systems, and stakeholders, making it hard to understand the entire process ecosystem. Without a holistic view, it can be difficult to assess what’s actually going wrong and which potential solutions are most effective. Unlock the power of process intelligence with the Process360 Live platform, bringing together process mining, design and simulation. Streamline processes, identify bottlenecks, and optimize workflows to get more done and create higher quality products with the same amount of resources. Keep volume, pace and quality stable while decreasing financial investment through process optimization and improved resource allocation. -
26
Adaptive Compliance Engine (ACE)
PSC Software
ACE is a quality management software solution for companies of any size, in any stage, in any highly regulated industry. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions. -
27
Lark
ByteDance
The next-gen collaboration suite. All your chats, meetings, calendars, docs, and emails in one place. These organisations have made Lark their all-in-one solution for collaboration. Lark is a comprehensive productivity superapp designed to streamline collaboration. It combines chat, meetings, document editing,project management, and automation tools in one intuitive platform, simplifying your workflow and enhancing team communication. It suits teams of all sizes, from small groups to large multinational companies. By utilizing Lark Base, teams have the ability to construct a CRM solution that aligns with their present requirements and is capable of expanding along with the business. Additionally, Lark is well-equipped to serve as a project management tool, providing project managers with robust features for planning, tracking, and executing projects effectively.Starting Price: $12/user/month -
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Projectfusion
OD Consultancy Ltd
Simple, fast secure data rooms for Professional Service Firms. - choice of hosting in EU, UK, US, Asia or 24 other locations - ISO27001 certified - Free until you need it option - Auto numbering and auto import from any online source - simple flat fee pricing.Starting Price: £80p/m -
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Liscio
Liscio
If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule. -
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Daminion
Daminion Software
Daminion is an easy-to-use solution for managing your digital assets. Daminion is used by more than 800+ companies worldwide in various industries, like Architecture, Construction, Manufacturing, E-commerce, Game Development, and many others. Daminion has helped marketing, comms, production, design, and sales teams work faster and more efficiently since 2003. Daminion comes in on-premise, cloud, and hybrid versions.Starting Price: $450/month
