Software · top picks by feature

Top Document Storage Software

72 document storage software products ranked by rating, review volume and listing quality.

Looking for the best document storage software? TrustList ranks 72 products with document storage across 41 software categories (the largest groups: electronic discovery, small business CRM and equity management software). The top-ranked right now: ImagineTime, Akio.CX and Smarsh. Updated October 2026.

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Between them, the 72 document storage software products on this page cover android (33), task management (31), interaction tracking (31) and Calendar/Reminder system (30). 72 of them have written a profile you can read before you get in touch.

What to look for in document storage software

The best document storage software for you depends on how your business works, not only on where a product sits in the list. Before you shortlist the top-ranked options, check for:

Storage limits and pricing you understand, with version history
Folder and file permissions, and sharing links you can expire
Full-text search and tags, so documents can be found again
Scanning and OCR for paper records
Retention and deletion rules for regulated records
Access from desktop, mobile and the apps you already use

How to use this ranking

Start with the top 10, then narrow down with Best document storage software by category further down the page, which ranks the same feature inside each kind of software. Read the reviews on each profile, and ask vendors to show you the points above with your own data before you decide.

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The top-ranked document storage software

ImagineTime
Billable & Non-Billable Hours · Internal Chat Integration · Billing & Invoicing
ImagineTime is an integrated practice management suite for accounting firms and other professional service providers.
Tax Practice Management Software
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Akio.CX
Service Level Agreement (SLA) Management · Interactive Voice Response (IVR) · Social Media Integration
Akio.CX is a customer service platform made by the French software publisher AKIO, which has focused on customer experience since 1998.
Text Mining Software
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Smarsh
Commenting / Notes · Full Text Extraction · Compliance Management
Smarsh makes software that captures, archives and monitors electronic communications. Regulated organisations use it to keep records of messages and to check them for risk.
Archiving Software
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Lead Liaison
Goals / Quota Management · Social Media Integration · Marketing Automation Integration
Lead Liaison sells marketing automation and lead management software delivered from the cloud.
Lead Nurturing Software
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eZReview
Commenting / Notes · Full Text Extraction · Compliance Management
eZReview is an electronic discovery platform from Knovos. It offers a centrally managed environment with several connected modules, so legal teams can handle the stages of…
Electronic Discovery Software
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WebVision
Compliance Management · Document Indexing · Customizable Templates
WebVision is a cloud-based product that helps asset managers handle website content and investor portals. It is meant to improve client reporting and fund marketing.
Virtual Data Room Software
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A1 Tracker
Time & Expense Tracking · Self Service Portal · Quotes / Estimates
A1 Tracker makes web-based software for managing risk across a company.
Vendor Management Software
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Dolibarr
Time & Expense Tracking · Marketing Automation Integration · Customer Support Tracking
Dolibarr is an open source ERP and CRM package for running the day-to-day activity of an organisation. It is built as one web suite, and users switch on only the modules they need.
Vendor Management Software
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Solve
Internal Chat Integration · Sales Pipeline Management · Billing & Invoicing
Solve is a service management CRM for businesses that manage field work. It covers scheduling and sales, and runs on a desktop platform plus iOS and Android apps.
Task Management Software
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SAS Customer Intelligence
Marketing Automation Integration · Website Visitor Tracking · Digital Asset Management
SAS Customer Intelligence is a marketing and analytics product from SAS.
MRM Software
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CRMNEXT
Social Media Integration · Internal Chat Integration · Marketing Automation Integration
CRMNEXT is a customer relationship management product built around the financial sector.
Social CRM Tools Software
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Back
Service Level Agreement (SLA) Management · Knowledge Base Management · Interaction Tracking
Back is a collaboration and automation platform for internal service and business operations teams.
Service Desk Software
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Infinity ECM
Time & Expense Tracking · Interactive Voice Response (IVR) · Self Service Portal
Infinity ECM is a business management platform that brings more than fifteen integrated systems into one product and one interface.
Service Desk Software
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Reamaze
Self Service Portal · Knowledge Base Management · Alerts / Escalation
Reamaze, written Re:amaze on its own site, is a web-based customer service platform that combines a shared inbox, live chat and a help centre.
Service Desk Software
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AzureDesk
Service Level Agreement (SLA) Management · Self Service Portal · Knowledge Base Management
AzureDesk is an online helpdesk and ticketing application. It gives small businesses and growing companies the kind of features found in larger service desk systems, with a simple…
Service Desk Software
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TimeTonic
Time & Expense Tracking · Self Service Portal · Social Media Integration
TimeTonic is a smart database that behaves like a spreadsheet but lets users build their own web and mobile applications without programming.
Service Dispatch Software
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CRM Software App
Social Media Integration · Task Management · Calendar/Reminder System
CRM Software App is a mobile-friendly customer management tool built around appointments, bookings and client records.
Small Business CRM Software
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Bluwave CRM
Sales Pipeline Management · Customer Support Tracking · Task Management
BluWave CRM is web-based software from BluWave, designed for South African businesses that want one system for sales and customer service.
Small Business CRM Software
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Bigin
Social Media Integration · Business Card/Badge Scanning · Task Management
Bigin is a lightweight customer relationship manager made by Zoho and aimed at small businesses that currently track customers across spreadsheets, inboxes and notes.
Small Business CRM Software
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BQUADRO
Time & Expense Tracking · Pricing and Cost Calculations · Marketing Automation Integration
B2B collaboration platform that digitises supply chain processes such as ordering, ecommerce, post-sales and project management
Small Business CRM Software
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1CRM
Social Media Integration · Internal Chat Integration · Marketing Automation Integration
All-in-one CRM and business management software with marketing automation, order handling and projects for small and mid-sized firms
Small Business CRM Software
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Teamwork CRM
Internal Chat Integration · Marketing Automation Integration · Email Response Control
Teamwork CRM is the sales module of Teamwork.com, a platform for businesses that deliver client work.
Small Business CRM Software
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Zoho CRM
Goals / Quota Management · Self Service Portal · Social Media Integration
Zoho CRM is an online customer relationship management system from Zoho.
Small Business CRM Software
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iSupport
Service Level Agreement (SLA) Management · Self Service Portal · Social Media Integration
iSupport is service desk software from GWI, a company that has made it since 1992.
Remote Support Software
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Best document storage software by category

The same feature, ranked inside each kind of software. 41 categories in all; these 3 have 5 or more products.

How is this list of the top document storage software worked out?

TrustList ranks every product that offers document storage, whichever software category it is filed under, by its rating, how many reviews it has and how complete its profile is. No one can pay for a position in this list. Where few products have reviews yet, profile completeness carries more weight, so treat the order as a shortlist to check rather than a verdict.

Is the top-ranked product the best document storage software for everyone?

No. A small team, a growing business and a large enterprise need different things from document storage software. Use the checklist above and the rankings by category to find the best fit, and give most weight to reviews from companies like yours.

How often does the ranking change?

The order is recalculated as new reviews arrive and vendors update their profiles, so the list you see is the current one.

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