Compare Document Management Software
9 document management tools used by accounting firms, side by side. Each row links to a fuller write-up covering how firms use the product and what it does not do.
We have researched 8 of 9 in this category so far. A blank cell means we have not verified that detail yet, not that the product lacks it.
| Tool | Best for | Pricing model | Deployment | Regions |
|---|---|---|---|---|
| Box | Larger firms with formal compliance and retention needs | Per user per month, tiered by feature set | Cloud, with desktop sync and mobile apps | Global |
| Dropbox Business | Small firms wanting simple, reliable cloud storage | Per user per month, tiered by storage and features | Cloud, with desktop sync and mobile apps | Global |
| FileCenter | Solo practitioners moving off paper filing | Per user licence, perpetual or subscription | Windows desktop, with cloud sync options | United States |
| LedgerDocs | Bookkeeping firms digitising client document intake | Per client company, tiered by volume | Cloud, with mobile upload | CA, US |
| Microsoft 365 | Firms of any size as the core productivity layer | Per user per month, by business or enterprise plan | Cloud, with desktop and mobile applications | Global |
| ShareFile | Firms with strict document security requirements | Per user per month, tiered by feature set | Cloud, with desktop sync and mobile apps | Global |
| SmartVault | Tax and bookkeeping firms wanting DMS plus portal in one | Per user, tiered by feature set | Cloud, with Windows desktop connector and mobile apps | US, UK, CA |
| SuiteFiles | Xero and Microsoft 365 firms in ANZ and the UK | Per user per month | Cloud, built on Microsoft 365 | NZ, AU, UK |
| Google Workspace | — | — | — | — |
Pricing and features change often — confirm current details with the vendor before making a decision. See all document management tools or browse other comparisons.