List of the Top Document Management Software for Mac in 2026 - Page 2

OnBoard is a leading board management platform that simplifies governance, enhances board meetings, and drives engagement. With AI-powered meeting minutes, OnBoard generates accurate, real-time transcriptions and structured minutes with a single click. Its intuitive features, such as agenda building, secure messaging, digital voting, and document management, streamline processes for boards and leadership teams. Accessible via devices like iPads, iPhones, and Android devices OnBoard ensures seamless collaboration and communication. With robust security measures, including two-factor authentication and encryption, OnBoard guarantees data protection. The platform integrates with Microsoft 365, Google Workspace, and Zoom, providing a versatile solution for modern boards. Trusted by over 6,000 organizations globally, OnBoard enhances meeting efficiency and governance. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Transform how your board meetings are conducted by choosing OnBoard today, and experience the difference in governance and collaboration that it offers!

Zendoc represents a cutting-edge document automation solution designed to enhance business workflows through actionable insights. Founded by tech entrepreneur Laurent Lathieyre and senior software engineer Olivier Colle, Zendoc emerged from a team of experienced professionals and received support from Techstars Seattle, a global leader in innovation and investment. Our goal is to simplify the process for teams to locate their documents, access necessary information swiftly, and stay on top of their responsibilities. With a user-friendly interface, no-code features, and seamless integrations, Zendoc empowers teams to turn every document into actionable data, thereby restoring control and visibility during crucial moments. The capabilities of Zendoc include the ability to: Effortlessly find and retrieve documents. Facilitate collaboration among team members for contract management, organization, and viewing. Integrate seamlessly with popular applications, enhancing overall productivity and efficiency.

Ideagen Collaboration Portal helps teams stop coordinating work across email threads, shared folders and disconnected platforms. - Secure workspaces for sharing documents with external partners, with configurable permissions and controlled access expiration - One current version of each document, with real-time collaborative editing and clear change histories - Comments kept with the documents they relate to, plus a mobile app and progress dashboards - Audit trails that capture every edit and approval, so compliance reports do not need manual compilation - File requests that gather multiple files at once and track who has submitted - Document tagging to find files faster Use it for external collaboration, document review and approval, and audit documentation. Ideagen Collaboration Portal is part of the Ideagen platform, connecting quality, EHS, compliance and risk teams.

PinPoint DMS enables you and your team to access files and information from any location around the globe. It is compatible with all platforms, including MACs and mobile devices, ensuring versatility and convenience. The software comes equipped with essential tools such as Workflow Management, Records Management, and Onboarding features. Additionally, PinPoint DMS can autonomously organize documents, minimizing the necessity for manual input. With over 19 years of continuous enhancement, PinPoint DMS has only recently started to face competition in the market. Discover how our document management solution can facilitate your company's transition to a paperless environment, streamlining operations and increasing efficiency!

Progress® ShareFile® is an AI-powered document collaboration platform designed to help businesses run client work from start to finish—securely, efficiently and with less friction. Built for organizations that handle sensitive information—such as accounting, legal and financial services—ShareFile software goes beyond traditional file transfer tools to support a more connected end-to-end client experience. From document collection and collaboration to approvals, e-signatures and secure storage, ShareFile software unifies the key stages of client work in a single, secure platform. ShareFile combines secure file transfer, client portals, document workflow automation and eSignature capabilities into one solution, helping teams move work—and revenue—faster while protecting sensitive data. By unifying people, processes and data into a single platform, ShareFile software helps reduce tool sprawl, simplify workflows and enables teams to scale client work without increasing complexity. Benefits can include: faster turnaround times, improved client satisfaction and stronger business outcomes.

Tresorit is a zero‑knowledge, end‑to‑end encrypted cloud collaboration platform built for organizations and individuals who need maximum control over sensitive data. It enables secure file storage, synchronization, and sharing while ensuring that only the data owner and explicitly authorized users can access content. Files are encrypted on the user’s device before upload, and encryption keys are never accessible to Tresorit, protecting data from internal access, breaches, and unauthorized disclosure. The platform supports secure internal collaboration through encrypted folders and workspaces with granular permission controls. Teams can define who may view, edit, or manage files, revoke access at any time, and track activity to maintain visibility and accountability. Tresorit also enables secure external sharing via encrypted links and protected email delivery, replacing risky attachments and unsecured file transfers with controlled, auditable exchanges. For client‑ and partner‑facing collaboration, Tresorit provides encrypted data rooms that centralize documents, tasks, and approvals in a single secure environment. These data rooms are designed for ongoing collaboration rather than one‑off transactions, allowing organizations to manage long‑term external projects while maintaining strict confidentiality. Integrated digital signatures make it possible to review and sign documents without leaving the encrypted workspace, preserving security throughout the entire document lifecycle. With advanced administrative controls, audit logs, and configurable data residency options, Tresorit is built to support compliance with strict data protection and regulatory requirements. By combining strong security with intuitive usability, Tresorit enables productive collaboration without compromising privacy, ownership, or trust.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

N-able™'s Passportal™ delivers straightforward and secure solutions for password and documentation management specifically designed for Managed Service Providers (MSPs) and IT Service Providers (ITSPs). This cloud-based platform grants channel partners automated protection for passwords, making it convenient to store, manage, and access passwords and client data from any device with internet connectivity. In addition, N-able™'s Passportal™ features additional value-added services like Documentation Manager™, Site™, and Blink™, which are essential for ensuring compliance with industry regulations. These services also serve to safeguard businesses from data breaches, cyber threats, and vulnerabilities within their networks. By utilizing these comprehensive tools, organizations can enhance their security posture while streamlining their operations simultaneously.

SynaMan is an essential tool for remote file management that helps companies navigate the challenging shift from traditional office settings to remote work environments. The latest iteration, SynaMan Version 4.5, enables users to share sizable files while ensuring their privacy and security remain intact. With its user-friendly web interface, SynaMan Version 4.5 allows seamless access to folders from any location, providing capabilities to edit, update, and share large files effortlessly through email. This functionality is crucial for maintaining productivity in a remote work landscape where collaboration is key.

Quip transforms the productivity of sales teams by rethinking conventional sales processes through the incorporation of live Salesforce data and collaborative documents. This innovative platform enables Salesforce users to redefine essential tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, simplifying the standardization, automation, and integration of real-time documents within Salesforce records. By centralizing both work and communication, Quip allows your team to efficiently manage and accomplish their tasks from a unified platform. Additionally, the ability to embed spreadsheets within documents provides crucial context, empowering your team to make well-informed and strategic decisions. With integrated chat features available in every document and spreadsheet, as well as dedicated chat rooms and individual messaging options, Quip significantly enhances collaboration and optimizes workflow. This comprehensive strategy not only fosters smarter teamwork but also leads to improved business performance, ensuring that teams can navigate their objectives with greater ease and effectiveness. Ultimately, adopting Quip can fundamentally shift how sales teams operate, driving them toward success with streamlined processes and enhanced collaboration.

For almost a decade, Wimi has been instrumental in helping teams secure more opportunities, establishing itself as the leading provider of project management and online collaboration software in Europe. This comprehensive suite of tools enables businesses to maintain alignment, boost productivity, enhance teamwork, and safeguard essential data. Notable features encompass unified workspaces, a centralized drive solution, effective team communication, file sharing, task and file management, project calendars, video and audio calling, reporting capabilities, and management of access rights. Wimi prioritizes security by adhering to top industry standards, utilizing encryption and multi-factor authentication to protect user data. Daily, 55,000 companies rely on Wimi to streamline their operations and improve efficiency; why not join them and start your 14-day free trial today to experience the benefits firsthand?

For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.

iGrafx drives authentic transformation within businesses by equipping them to continuously improve their operational processes. Achieving sustained advancement in processes necessitates the use of an integrated intelligence platform. The complexities of contemporary workflows often involve a multitude of departments, systems, and stakeholders, making it difficult to grasp the entire process landscape. Lacking a holistic view can hinder the identification of core problems and the assessment of the most viable solutions. Leverage the power of process intelligence through the Process360 Live platform, which seamlessly combines process mining, design, and simulation. By optimizing processes, identifying bottlenecks, and enhancing workflows, organizations can realize greater efficiency and deliver superior quality products without additional resource costs. Furthermore, this strategy enables businesses to maintain consistent volume, speed, and quality, all while lowering financial expenses through strategic process optimization and resource management. Ultimately, adopting such cutting-edge solutions empowers organizations to excel in a rapidly changing business environment, ensuring they remain competitive and adaptable.

Nextcloud Hub stands out as the premier open source platform for on-premises content collaboration, emphasizing strong data protection measures. It has been adopted by numerous organizations to maintain control over their sensitive information while adhering to privacy regulations such as GDPR and HIPAA. Offering a cohesive and all-encompassing solution, Nextcloud effectively meets various collaboration demands through features like document sharing, real-time editing, video calls, calendaring, and email. This integrated approach across mobile, web, and desktop platforms enhances user experience and boosts overall productivity. Designed with a flexible, modular architecture, Nextcloud allows organizations to refine their content collaboration processes, both internally and externally, promoting seamless communication and collaboration among teams. Additionally, its adaptability ensures that organizations can tailor the platform to fit their unique operational requirements.

Elevate your team's efficiency with PairSoft's transformative solutions. Our advanced offerings for accounts payable automation, procurement, and document management significantly minimize manual tasks and cut operational expenses, allowing your team to focus on more strategic initiatives. With our AI-driven invoice-to-pay solution, PairSoft guarantees faster and smarter results. Users have reported an impressive 70% acceleration in the approval process and annual savings of $62,000 in labor expenses. We at PairSoft are dedicated to redefining the limits of automation. Explore the forefront of business automation at pairsoft.com, where our standout features include invoice capture, OCR functionality, and comprehensive AP automation to streamline your processes. Regardless of your business size, our adaptable solutions furnish the agility and strength necessary to excel in today's competitive landscape. By embracing the innovative capabilities of PairSoft, you can witness how our technology can transform your organizational workflow and lead to significant cost savings, ultimately positioning your business for future success. Join us and take the first step towards a more efficient tomorrow.

The Adaptive Compliance Engine® (ACE®) is a versatile, workflow-driven eQMS/eDMS solution that can seamlessly adjust to various business processes, providing real-time oversight, management, and reporting for compliance, quality, and operational tasks. By utilizing ACE®, organizations can alleviate administrative burdens and enhance ROI through immediate productivity improvements, while maintaining adherence to 21 CFR Part 11 regulations. Our comprehensive software suite features: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And numerous additional capabilities! Enable every tier of your organization with user-friendly interfaces, effortlessly locate all documents and records, and convert your data into insightful intelligence through advanced analytics, all within one unified platform. Every essential application is bundled together at a single price with ACE, eliminating the need for separate purchases. Enjoy the convenience of one software solution with countless functionalities, making it a truly invaluable asset for your business.

Smallpdf, hailing from Switzerland—a country renowned for its precision in watchmaking, banking excellence, and minimalist design—has garnered multiple accolades for its cutting-edge document management solutions. Established in 2013, the company offers a straightforward, dependable, and secure alternative to cumbersome PDF software options. With a user base exceeding 500 million individuals and 100,000 businesses across 24 languages and every corner of the globe, including the remote regions of Antarctica, Smallpdf has become the go-to choice for PDF management. Its tools are designed to enhance both professional and personal workflows, thereby boosting efficiency and transforming document handling into a hassle-free experience. Users can easily compress, convert, edit, sign, protect, and unlock PDFs in just a few simple steps, making document management more accessible than ever before. This commitment to user-friendliness has solidified Smallpdf's reputation as a beloved resource for anyone dealing with PDF files.

Paperless is an innovative digital document management tool. Remember when there was so much buzz about the impending paperless future? It appears we are, in fact, relying on paper more than ever. The truth is, paper is still a big part of our lives. However, Paperless 3 is a remarkable application designed to streamline the organization of both digital and physical documents while also contributing to environmental sustainability. You can say goodbye to lugging a heavy bag of receipts to your accountant during tax season. As stated in IRS 97-22, digital documents are permissible for tax purposes. With Paperless 3, you can create a Smart Collection to keep all your files systematically organized in one central location. Additionally, the software provides options for emailing, printing, exporting to PDF, or visualizing your receipts in a chart format. By utilizing Paperless 3, you can significantly enhance your document management process and lessen your reliance on paper, ultimately fostering a more eco-friendly approach to record-keeping. This way, you can embrace a more efficient lifestyle while caring for the planet at the same time.

Lark serves as an exceptional platform for frontline sectors and international teams engaging in cross-border communications. It integrates chat, video conferencing, document collaboration, project oversight, and automation tools into a singular, user-friendly interface, streamlining workflows and improving communication among teams. This versatile tool is appropriate for organizations of any size, catering to both small teams and expansive multinational enterprises. Through the use of Lark Base, teams can develop a tailor-made CRM solution that meets their current needs while also having the capacity to scale as the business grows. Furthermore, Lark is designed to function effectively as a project management tool, equipping project leaders with comprehensive features for planning, monitoring, and executing projects successfully. Its notable aspects include Base, which is a collaborative, spreadsheet-based project management solution with various visualization options, a fully customizable CRM system that allows for the adjustment of permissions for different users, and the Meetings feature, which provides audio and video conferencing with enhanced collaborative capabilities such as Magic Share, real-time translation subtitles, and the option to create breakout rooms accommodating up to 50 groups during a single meeting. In this way, Lark not only fosters effective communication but also supports the dynamic needs of modern teams.

BrandOffice® is an innovative software solution from BrandQuantum that integrates effortlessly with Microsoft Office applications. This tool enables employees to produce uniform brand materials, including documents, PowerPoint slides, and Excel spreadsheets, thereby maintaining the brand’s relevance through its evolution. With BrandOffice®, your brand’s documentation standards are centralized within Microsoft Word, Excel, and PowerPoint. You can standardize various elements such as color palettes, typography, and document styles, ensuring a cohesive visual identity. Additionally, it allows for consistent formatting of page settings, margins, and fonts across documents. As your brand transforms, you have the flexibility to adapt your documentation dynamically, accommodating variations in branding standards like language and formatting that may arise in different regions. This adaptability is essential for maintaining a strong and consistent brand presence globally.

Hopted is a powerful data automation platform that transforms Google Sheets into a live business dashboard by connecting it directly with the tools your business relies on — including Amazon Seller Central, Shopify, and more. Built for operators, analysts, and business owners, Hopted simplifies how teams access, update, and act on their data — all from the comfort of a spreadsheet. Instead of exporting CSVs, formatting reports, and manually refreshing dashboards, Hopted pulls real-time data directly into Google Sheets. Track performance metrics, financial data, ad spend, inventory levels, and more — always up to date, always reliable. Whether you’re reporting on sales, analyzing profitability, or collaborating on growth initiatives, your team gets the full picture without version chaos or stale data. What sets Hopted apart is its 2-way sync capability. You can not only extract data from your apps into Sheets, but also push updates back — whether it’s adjusting listings in Amazon Seller Central or syncing changes to other tools in your stack. This turns your spreadsheet from a static report into an active control center. For Amazon sellers, this means syncing FBA, AWD, and Ads data directly into Sheets, calculating true profitability, managing inventory in real-time, and spotting operational inefficiencies fast. For agencies and consultants, it means scaling insights across multiple accounts with standardized workflows and fewer errors. Hopted is cloud-based, easy to implement, and designed to work for teams of all sizes. With customizable workflows, scheduled syncs, and full visibility into your data, Hopted helps you save time, reduce risk, and make smarter decisions faster — right where your team already works. Say goodbye to CSV chaos and manual workflows. With Hopted, your spreadsheets become a true source of operational clarity and control.

BoardPAC is a highly regarded board management platform that enables board members to conveniently review and approve agendas while on the go. It is designed to be both efficient and secure, functioning seamlessly across a variety of devices including iPads, Android tablets, iPhones, and Windows laptops. Additionally, BoardPAC is compatible with popular video conferencing tools such as Zoom, Cisco Webex, and Microsoft Teams. Meeting the highest standards of security and confidentiality, it boasts ISO 27001 certification, 256-bit encryption, and secure transmission protocols. This platform not only enhances collaboration but also accelerates decision-making processes while facilitating easy feedback on meeting documents. Furthermore, BoardPAC adheres to GDPR regulations, ensuring that user data is handled with the utmost care and compliance. Its user-friendly interface makes it an ideal choice for organizations looking to streamline their board management tasks effectively.

Bringing innovative products to market in heavily regulated sectors often feels like an unending series of compromises. However, MasterControl's GxP software streamlines workflows, ensuring that you don't have to sacrifice quality for cost or innovation in the face of regulation. With a perfect blend of completeness and connectivity, combined with a focus on flexibility and speed, MasterControl Quality Excellence turns quality data and processes into a significant competitive advantage. The journey toward modernizing your manufacturing operations begins with advanced software solutions. MasterControl Manufacturing Excellence simplifies the digital transformation of manufacturing, covering everything from work orders and production records to logbooks and work instructions, making it the most straightforward approach to digitizing your manufacturing processes.

Professional service firms require quick and secure data rooms for their operations. With hosting options available in the EU, UK, USA, Asia, and 24 additional countries, these services come with ISO27001 certification for enhanced security. Users can enjoy free access until their needs arise, and features like auto numbering and automatic export from any online source streamline the process. Additionally, pricing remains straightforward and consistent, ensuring transparency for all clients. This combination of security, accessibility, and simplicity makes it an ideal choice for firms looking to manage their data efficiently.

With SpinOffice, you establish a comprehensive hub for managing your emails, business contacts, appointments, tasks, projects, folders, documents, files, and notes all in one place. Regardless of the size or complexity of the task at hand, SpinOffice simplifies the process of getting things accomplished efficiently. Furthermore, it allows you to share all database information seamlessly with your team members, making SpinOffice CRM an essential collaborative tool for small and medium-sized enterprises. This integration fosters better teamwork and enhances productivity across the board. Explore the potential for your business's growth with SpinOffice CRM by signing up for the free version today! For those seeking additional capabilities, you can upgrade to the Pro version for just €27.50 per month per user, unlocking unlimited data storage and a variety of enhanced features.