Efficiency is essential for small businesses, and managing document storage is no exception. From invoices and tax records to marketing strategies, important documents must be easily accessible to your team and, when necessary, your customers.
Additionally, tools like fax online can simplify the process of sending and receiving important documents without the need for bulky hardware. Having quick access to these files and convenient tools like fax online not only streamlines your workflow but also helps you accomplish tasks more efficiently.
In this post, we’ll explore the top document storage solutions for small businesses. We’ll highlight why each option is worth considering, outline their key features, and share best practices for effective document management at your SMB.
Top document management software for small businesses
Discover the best document storage solutions tailored for small businesses. This guide is organized into three categories: best overall options, top picks for team collaboration, and the most reliable free solutions.
1. PandaDoc
Benefits: Quick document creation & A/B testing.
PandaDoc is a trusted document management tool for creating polished documents in minutes and sharing them instantly.
One standout feature is its document tracking, which alerts you to actions like views, clicks, and downloads while providing detailed activity reports.
It also offers A/B testing, letting you create two document versions to test with groups of customers. Analyze the results to see which performs better and share that version with your audience.
Price: Plans start at $19/month for two seats.
2. Adobe
Benefits: Excellent for managing PDF documents.
Adobe offers a top-tier solution for PDFs, making it easy to edit, convert, and send files for signatures.
A key feature is its integration with other Adobe tools, like Acrobat Sign, for seamless digital signatures. It also integrates with platforms like Workday, Salesforce, and Microsoft Teams, saving time by letting you manage PDFs without switching systems.
For increased reliability, Adobe also supports sending documents via fax, which can be especially useful for businesses needing secure transmission. Additionally, Android fax apps can be a convenient option for managing faxes directly from your mobile device.
Pricing: Starts at $15/month per user.
3. Thryv
Benefits: All-in-one customer communication platform.
Thryv is built for small business owners, offering tools for document storage, sharing, and invoicing. It’s especially useful for industries like trades, healthcare, or contracting.
With its invoice generator and ThryvPay, you can create invoices, share them, and get paid securely all tracked in one platform. You can also filter documents by customer, inbox, or type, keeping everything organized.
Price: Free.
4. DocuPhase
Benefits: Advanced tools for storage, payment, and process management.
DocuPhase is a sophisticated platform with automation features to streamline payments and improve efficiency.
Its “Intelligent Data” tool uses AI to extract insights from documents, speeding up processing and improving accuracy. The AI gets smarter over time, continuously simplifying payment processes.
Price: Contact sales for a quote.
5. FileCenter
Benefits: Great for uploading and organizing paper documents.
FileCenter provides flexible document storage tailored for small businesses. You can choose basic PDF storage with FileCenter DMS or add features like a client portal for easier tracking.
It also offers scanning hardware to digitize paper documents directly to cloud storage, making it ideal for managing large volumes of files.
Pricing: Starts at $5/month per user or a one-time fee of $97.
