---
description: Learn more about Docupace. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Docupace Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Docupace](/software/2076809/docupace)

# Docupace

Canonical: https://www.getapp.com.au/software/2076809/docupace

> The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Trail
- CRM
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Customisable Branding
- Customisable Forms
- Digital Asset Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation

## Integrations (11 total)

- AdvisorEngine
- AnnuityNet
- Docusign
- Envestnet | MoneyGuide
- Fidelity
- FireLight
- Laser App
- Orion
- Redtail CRM
- SIGNiX
- Wealthbox

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)
- [Financial Services Software](https://www.getapp.com.au/directory/1075/financial-services/software)
- [Enterprise Content Management Software](https://www.getapp.com.au/directory/1261/enterprise-content-management/software)
- [Document Management Software](https://www.getapp.com.au/directory/284/document-management/software)

## Alternatives

1. [Wrike](https://www.getapp.com.au/software/9964/wrike) — 4.4/5 (2887 reviews)
2. [Acquia DAM (Widen)](https://www.getapp.com.au/software/1651/widen-media-collective) — 4.4/5 (323 reviews)
3. [OnBase](https://www.getapp.com.au/software/8574/onbase) — 4.3/5 (79 reviews)
4. [OrangeDAM](https://www.getapp.com.au/software/2038207/orangelogic-cortex) — 4.8/5 (10 reviews)
5. [Airtable](https://www.getapp.com.au/software/106031/airtable) — 4.6/5 (2222 reviews)

## Reviews

### "Free and convenient" — 5.0/5

> **Sabrina** | *8 April 2021* | Photography | Recommendation rating: 9.0/10
> 
> **Pros**: Its a great software to use for all your document needs. I would recommend this app to small business owers.
> 
> **Cons**: I havent seen anything i didnt like so far so good. This is a great document management software to use
> 
> I havent had any.   problems yet with this software

-----

### "Easy document management" — 5.0/5

> **Michael** | *13 February 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Using docupace during a pandemic has been a godsend.   Not having to see someone face to face to get a signature or have to travel to an office to get a file is amazing.
> 
> **Cons**: Using docupace can be a bit confusing, once you learn it, you are good but isn't the most straight forward
> 
> Great experience, changed my life for the better for sure.

-----

### "important asset" — 5.0/5

> **Lyndon** | *18 April 2022* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: ease of use, compatability, and the wide range in functions
> 
> **Cons**: need a better integration portal with other software, that is easy to use
> 
> very solid, used for several years.  a critical element of the practice

## Links

- [View on GetApp](https://www.getapp.com.au/software/2076809/docupace)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/collaboration-software/a/docupace/> |
| en-AE | <https://www.getapp.ae/software/2076809/docupace> |
| en-AU | <https://www.getapp.com.au/software/2076809/docupace> |
| en-CA | <https://www.getapp.ca/software/2076809/docupace> |
| en-GB | <https://www.getapp.co.uk/software/2076809/docupace> |
| en-IE | <https://www.getapp.ie/software/2076809/docupace> |
| en-NZ | <https://www.getapp.co.nz/software/2076809/docupace> |
| en-SG | <https://www.getapp.sg/software/2076809/docupace> |
| en-ZA | <https://www.getapp.za.com/software/2076809/docupace> |

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