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Docupace offers custom pricing plan
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Showing 11-20 out of 26
SW
Scot W
07/14/23
"Not perfect, but does the job"
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.
LC
Lindsey C
07/14/23
"Easy access to documents anywhere!"
What do you like best about Docupace? It's great to be able to have access to files anywhere. No more leaving a file you need at the office! It's all available as long as you have an internet connection.
AU
Anonymous User
07/11/23
"Long time fan"
What do you like best about Docupace? Docupace is easy to teach others. We describe it as walking up to a file cabinet! File the same way you would if it was in paper.
TW
Tiffany W
07/11/23
"Love this paperless storage system!"
What do you like best about Docupace? I like the search ability of the program. I also like how easy it is to move things between folders should you need to rearrange where things are stored. Everything's is easy to update without ever losing anything.
AU
Anonymous User
07/11/23
"Could be more user friendly"
What do you like best about Docupace? it is great for keeping our office compliant. Once you figure out the system, it is good to use. i appreciate that it allows our office to be paper free.
SC
Shawn C
07/11/23
"Document storage"
What do you like best about Docupace? It's a fairly straightforward way to store important documents. The pricing is very reasonable. What do you dislike about Docupace?
AU
Anonymous User
07/11/23
"Terrible would not recommend"
What do you like best about Docupace? The only thing that's helpful about Docupace that is helpful is that it is SEC approved for document storage and approved by my broker dealer
AU
Anonymous User
10/05/22
"Great & easy to use software"
What do you like best about Docupace? It's a secure software that helps me work more efficiently & quicker. It also minimizes errors. What do you dislike about Docupace?
AU
Anonymous User
08/01/22
"Great tool"
What do you like best about Docupace? Value for money, does what I need it to do What do you dislike about Docupace?
KR
Kim R
12/05/21
"DocuSpace"
What do you like best about Docupace? I love how east it is to share and have version saving histryt What do you dislike about Docupace?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
