Docsvault

Review of Docsvault Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Docsvault

On-premise document management software accessible from multiple device apps used to streamline business processes by enabling document access and information control. Customization is possible, allowing Docsvault to be used widely across various industries - including education, healthcare, and HR. Docsvault's features include conversion tools, remote access, scanning, version control, approval processing, and secure access for management of confidential and critical business records. Docsvault also provides collaboration tools, as well as data collection and sharing. Centralizing and organization of all files -digital and paper. Scan & convert all your paper files into digital searchable PDFs Multiple file type support. Application-based rights Find documents and information instantly Enhance document workflow throughout local and remote offices Compliance

Docsvault Screenshots

Docsvault Features

Features of Docsvault
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing

Docsvault Integrations

Microsoft Excel logo
Microsoft Excel
Microsoft Word logo
Microsoft Word
Microsoft Outlook logo
Microsoft Outlook
Microsoft PowerPoint logo
Microsoft PowerPoint

Customer Reviews

See why people love Docsvault

5 Star
70%
4 Star
10%
3 Star
10%
2 Star
10%
1 Star
0%
David K.

David K.

Verified User

Chemicals · 51-200 employees

Used daily for less than 2 years
Dec 22, 2025

Excellent DMS with a huge amount of features. Great customer service.

Vastly improved our document management and storage capabilities. Workflows have automated many of our processes.

What they liked
  • We have been able to manage and automate so many of our processes using DocsVault
  • There are so many tools and features that we discover new things every week that streamline or eliminate parts of our current paper-based processes
  • Very powerful software that gives our end-users instant access to the files they need and perform the work they need to do on them
Room for improvement
  • With all the features comes complexity
  • It can have a bit of a learning curve both for the admin and the end user
  • The interface can feel a little cluttered at times because there is so much information available
  • But with each new version I'm seen improvements and a real attempt to streamline the experience and increase usability

Eric P.

Verified User

Insurance · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

Best document management software on the market.

I started using Docsvault Small Business with version 5. It replaced the PaperPort, and I have more than 10 years of experience with Docsvault. An easy-to-use user interface, similar to a file explorer, allows you to scan documents directly without a third-party interface. We manage over millions of PDF files with Docvault, and PDF editing, quick response, audit trail, and easy search capabilities are key features for us. The support team is top-tier and responds quickly to resolve any software problems.

What they liked
  • An easy-to-use interface, similar to a file explorer, allows you to scan documents directly without a third-party interface
  • We manage over millions of PDF files with Docvault, and PDF editing, quick response, audit trail, and easy search capabilities are key features for us
  • Other features are also essential to our business, such as access and user controls, an audit trail, document version history, a built-in PDF editor, OCR, a powerful search engine, and easy central backup
  • The software development team actively improved the software features to ensure it meet current requirements, and the support team responds promptly to resolve issues
Room for improvement

The workstation software upgrade can be rolled out via GPO; however, it cannot be automatically deployed in a workgroup setup and must be installed individually

Switched From

Performance, search capabilities easy to use, easy backup.

William L.

William L.

Verified User

Individual & Family Services · Self-Employed

Used weekly for more than 2 years
Dec 22, 2025

Activation Support for Older Versions Sucks

Verified reviewer

What they liked
  • Great organizer for personal use
  • I like how it creates tabs and sections and be able to edit the tags
Room for improvement
  • I purchased years ago, version 4, for personal use and it was quite expensive for a single user
  • I had to reload it on a new laptop but wouldn't activate
  • The company says they no longer support activation of version 4, and its a way for you to buy a newer version where you pay more amount of money again
  • Now that I can't afford buying a newer version, I have to resort to another storage software
  • But the problem is, when you store documents, they are stored with a file name other than the one that you have given it
  • So, whatever software I decide to use for storage, I have to go through thousands of pdf documents, look at each one, and rename them to something meaningful

Charles J.

Verified User

Accounting · 2-10 employees

Used daily for less than 2 years
Dec 22, 2025

Used Every Day in our CPA FIrm

Fantastic. The team that contacted us to do our demo was the same team that did our installation. This was great because there were no promises made about the software that were not kept. It was a great experience.

What they liked
  • The ability to establish flags for each file to indicate if a file has been processed and completed is invaluable to us
  • We use that feature on every tax return we prepare and it saves us a massive amount of time in not having to re-review documents to make sure we have worked through it
  • The flags are a very efficient visual tool that answers that question on the fly
Room for improvement
  • There are several areas of the program that cannot be changed and these are time wasters
  • I would love to work with the company to eliminate these bottlenecks
Switched From

The old company was moving to a cloud only strategy and actually stopped developing for the desktop product and stopped answering our questions in a meaningful way.

David F.

Verified User

Medical Practice · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

Medical billing company with over 7 years experience using the product

Cost savings, time savings, decreased frustration, increased efficiency. The product handles everything I need it to do and there are still functions that I can grow in to. I can't even say the price is a con since it is very competitive with all the other products at which I looked. I think it was even less expensive. We're a small-medium size company. This was definitely an expense. At one point I just had to drop the filing cabinets and bankers boxes, the whole paper chase, and go electronic. When you look at costs of supplies, storage space recovered and sprinkle in the time spent looking for paper documents an electronic solution makes sense. I would say the only additional cost to consider is that of a scanner. Either get a desktop one for each user or get a decent one for the office. Don't go paperless without a GOOD scanner, and don't depend on a multi-function copier. They can't handle documents of different sizes well.

What they liked
  • DocsVault (DV) is the perfect package
  • I am the type to research all available options
  • I settled on DV 7 years ago and it was definitely a good decision
  • The product is both simply intuitive while at the same time very customizable
  • Whether it is from specific user defined fields to the whole process that a document needs to take from start to finish DV can handle it
  • I started with the Small Business edition and that suited our needs for a few years
  • I moved up to the Enterprise edition about 2 years ago because I needed custom reporting
  • The upgrade was easy
  • I have also moved the whole install between computers with no issue
  • Install in general is simple
  • Install the SERVER portion on any computer, it does not need to be an actual Windows Server; then install the CLIENT program on the other computers that will access DV
  • PLEASE NOTE: I'm not a paid spokesperson, just a satisfied customer
  • It's not only the functionality of the product, it is also the support that I have received over the years
  • There is a genuine "want" to assist with the product
  • They are good people and this is a great product
  • If you're looking for a document management program DocsVault is a great choice

Carmine D.

Verified User

Medical Practice · Self-Employed

Used weekly for more than 2 years
May 28, 2026

Pretty Darn Good

Very happy a lot of your upgrades are aimed at big industry that smaller parties really do not need but no big deal for me, I just use what I need. I have the small business edition and have been using docsvault since it's been in business!

What they liked

The almost unbelievable support your support team gave me when I had a program corruption due to a power surge-- can't say enough good things

Room for improvement
  • Data search engine is good but I think can be better
  • I use it and DT Search program, which to me seems more robust

Sandy M.

Verified User
Used daily for more than 2 years
May 28, 2026

Docsvault Small Business is easy to use, solidly reliable and extremely versatile.

Used daily for more than 2 years

What they liked
  • I have been using DocsVault in two or three different versions as the product has evolved for many many years
  • From the beginning, I have been using DocsVault for the management of documents related to my medical practice and the personal, financial, legal affairs of my family
  • It is proven invaluable as a multipurpose tool to manage important documents
  • It is easy to use, reliable, and secure
  • It will handle documents in any format, and easily allows the user to import and export documents from DocsVault, manage email documents, and send emails with attachments with these directly from the application
  • Additionally, on I think the two occasions in the last probably 10 years that I have been using this program that I have required technical support, an agent has signed on remotely and fix my problem quickly and efficiently
  • I am most impressed with DocsVault tech-support
Room for improvement
  • The newest version of the scan module is a little more difficult to use that the previous one
  • It would also be useful to create zipped files from with in the program

Frank P.

Verified User

Insurance · 2-10 employees

Used daily for more than 2 years
May 28, 2026

I have been a D/V user for about 4 years. It is a very stable and reliable platform for our business

It is easy to use and reliable.

What they liked
  • I like the ease of use, unlike some applications the learning curve is easy and when changes are made to the system, they are not disruptive in nature
  • Even the best software is only as good as the support team
  • Docsvault's team has never let me down
  • One of the customer rep is extremely patient and doggedly works to fix a problem all the while takes the time to explain things, even though I am not a teckkie
  • I enjoy working with everyone there
  • When they have annual software renewal subscriptions, they do not gouge you with huge price adjustment increases
  • Their software is fairly price and does the job for which it was intended
  • Very satisfied with this choice and do not see me changing from them anytime in the future
Room for improvement
  • When making a selection to say e-mail/print for instance sometimes the selection will change to another client and if you are not careful, you select the wrong option
  • I think it is a stray finger on my part, not sure exactly

Carla S.

Verified User

Hospitality · 201-500 employees

Used weekly for more than 2 years
May 28, 2026

Docsvault

Verified reviewer

What they liked
  • easy to use- can file directly from email
Room for improvement
  • When we implemented Docsvault we were told there was not an annual maintenance/service fee
  • Was not aware we would be required to pay $900 each year for upgrades/software fee- feel this should be included with the service
Switched From

Changed owners

Why they chose it

"Was told this product was easy to use and would not require annual fees for usage."

Devesh K.

Verified User

Information Technology and Services · 51-200 employees

Used daily for more than 2 years
May 28, 2026

Documentation Control

The experience was great and very helpful, Thank you very much once again

What they liked
  • Software is very easy to use and we will continue to use docsvault
Room for improvement
  • For the company its been working for us for a while and we like using it

Write a Review

Share your experience to help others make better decisions.

(0/5 Stars)

Decision Context

Docsvault

Docsvault

4.6
Pricing
Starting at $150.00 per month

See what companies are saying about Software Advice

Great
Based on 619 reviews
Trustpilot
Professional Service

This is very useful service. The company presents itself in a very professional manner.

Ansuya, 1 hour ago

Subscription Successful!

You've been added to our newsletter.