12 Best Document Management Software for Mac in 2024

We’ve all been there: unable to find the document when you need it most. As such, tasks can’t be completed, workflows are derailed, productivity takes a hit, collaboration suffers, and projects are stalled. These translate to lost time, money, and effort. You need document management software (DMS) to put a stop to document and information chaos.

With a document management system, you get a centralized location of organized information, secure access to your physical and digital content, history and audit trail, version control, support for multiple file formats, search tools and filters, document backup and recovery, and scalability.

But not all solutions have these features. That’s why we came up with this list of 12 best document management software for Mac to help fast track your research. Your choices are a mixture of cloud-hosted platforms, while some are Mac-dedicated on-premise solutions. We highlighted the key features, so it’s easy for you to compare the value propositions of each solution.

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Almost all the information that you and your employees access and work come in some form of a document. Did you know that it takes a professional 18 minutes just to search for a document? Adding them all up racks up to half the total time on the job. It has been found that an average office loses one out of 20 documents and shells out $250 recreating each lost document.

While it only takes three minutes for employees to use the information they’ve searched, it takes them 3X longer to find, retrieve, and re-file the document. Document challenges take their toll on businesses, accounting for 21% in productivity loss. Below are the top four challenges encountered by employees when searching for information.

Document management solutions are often included as part of collaboration tools or project management platforms. This is because DMS facilitates document creation, sharing, and organization, which is an important function when you manage projects and do collaborative work with your team.

However, there are also document management software solutions that have specialized functions such as handling PDF (a global document standard) and managing emails (a still widely used tool for document exchange). How document management software is priced also varies greatly across solutions. You’ll come across these features and other capabilities in this list of top 12 document management software for Mac.

12 Best Document Management Software for Mac

1. PandaDoc

PandaDoc is a popular web-based DMS solution for creating, delivering, and sharing documents online. It facilitates fast paperless processes with its ability to work with various document formats like Docs and PDF, support for legally binding e-signatures, and management of digital documents such as contracts, quotes, and invoices.

The software is ideal for use by organizations and departments where document creation, sharing, and delivery are important daily activities. Finance, marketing, sales, legal, operations, and HR teams can utilize the solution not only for building and organizing documents but also for controlling access by role and setting security mechanisms.

PandaDoc’s cloud platform is built to help you easily create and manage all kinds of documents. It provides a vast library of free templates for the quick generation of receipts, invoices, quotes, proposals, agreements, and other types of business documents. You can customize your chosen template to use language and currency, and add corporate branding elements. Being an online solution, PandaDoc enables fast document approval with its built-in electronic signature function and supports anytime, anywhere collaboration by simply logging in and commenting on shareable files.

The software is offered in three plans – individuals, SMBs, and enterprises – starting at $15/user per month.

PandaDoc

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Highlights:

1. Real-time document tracking
2. Online document builder with a drag-and-drop editor
3. End-to-end DMS solution that integrates with existing storage, payment, and CRM apps

2. Wrike

Top-of-the-line online project management software Wrike gives you full control over your projects. The system’s powerful project management and collaborative features, delivered in an intuitive user interface, make prioritizing and aligning your team to work faster and smarter. Wrike helps modern businesses enhance efficiency, collaboration, and remote work. It allows real-time planning and adjustments at your desk or on the go.

Wrike helps your team work faster and smarter regardless of location. You can schedule, prioritize, discuss, and track your progress with a few mouse clicks. Its three-pane project view makes it easy for your team to track projects. The left panel will help you break down work and switch between projects; the central panel shows project activities; the right pane shows task details.

The tags and folders feature helps organize and share project information comprehensively. This organizes files without duplicating them. It helps you organize and filter information by project or task. You can also rename folders and file tasks under multiple folders without duplication.

Wrike offers a free plan, but if you want more features, go for the three paid plans. It starts at $9.80 per user per month. For enterprise pricing, contact the vendor.

Wrike

Try out Wrike with their free trial

Highlights

• 3-Pane Project View
• Tags and Folders
• Audit Reports

3. Xodo

Xodo is a versatile and robust PDF reader, editor, and annotator designed to streamline document management and enhance productivity. Its user-friendly interface, available across multiple platforms, makes it a go-to choice for anyone dealing with PDFs.

The standout feature of Xodo lies in its comprehensive toolkit. Users can annotate, highlight, and comment on PDFs effortlessly, whether on a desktop, tablet, or smartphone. The app’s intuitive design allows for seamless navigation through documents, enabling swift access to specific pages or sections.

Beyond basic annotation tools, Xodo empowers users with advanced functionalities such as the ability to fill forms, sign documents digitally, merge or split PDFs, and even collaborate in real-time with colleagues or friends.

One of the key benefits of Xodo is its synchronization capability across devices. Changes made on one platform are instantly updated on others, ensuring users have access to the most recent version of their documents anytime, anywhere.

For professionals, students, or anyone dealing with PDFs regularly, Xodo serves as an all-in-one solution, simplifying document management, increasing efficiency, and offering a hassle-free experience in handling PDF files.

Xodo

Try out Xodo with their free trial

Highlights

• Robust file management toolkit
• Text-to-speech feature
• Customized reading experience

4. Juro

Juro is a web-based contract management system designed to be a unified digital workspace. It supports collaborative editing, allowing users to work on documents simultaneously through the use of comments and version control. All revisions can also be done in-browser so users don’t need to upload or download any documents.

What is more, Juro has OCR capabilities which make it easy for documents to easily convert scanned images into editable texts. Meaning, workflows can be accelerated as there is no need to manually type the text in. In addition, the platform has a robust text search solution that makes information retrieval faster and simpler than ever.

Aside from the abovementioned functionalities, Juro also comes with an end-to-end contract lifecycle management tool. With this, you can automate dynamic approval processes and make it easy to have contracts reviewed and signed by stakeholders. Plus, the platform can integrate with a variety of third-party business systems so you can easily extend its functionalities.

Juro offers a free plan for small businesses that only need to process 50 contracts a month. For those that need more advanced functionalities, they have a Lite plan and a Team plan at $58/month and $90/month respectively. They also have a quote-based plan for businesses.

Highlights:

1. Text search and OCR capabilities
2. Custom automated document approvals
3. Version control and collaborative document editing

5. ContractWorks

ContractWorks has an intuitive UI design and is equipped with AI-powered and advanced automation features for professional contract management. This system allows you to enroll an unlimited number of users, leverage built-in e-sign technology, receive updates on contract status, and generate custom reports for stakeholders. It also allows you to take full control of contract access with its granular permission settings.

With this software, your contracts will stay secure, organized, and easily searchable. The product is packed with features that allow for greater contract visibility and faster contract insight. These include advanced search with OCR, smart contract outline, smart document tagging, contract highlighter, and snippet view.

Apart from a powerful set of features, you also get 24/7 customer support when you choose ContractWorks. The standard package of this product is $600 per month, which includes unlimited users, 2,500 documents, and five electronic signature licenses.

Highlights:

• Get access to a wide array of features, including e-signature, custom reports, contract repository, and more
• Take control of who has access to your contracts
• Use industry-leading security features

6. ContractZen

ContractZen is an all-in-one governance software that offers advanced capabilities for contract management. Its unique and valuable features include e-signature, smart contract import, and automated reminders, to name just a few. It also has Datarooms for sharing contracts with external parties and stakeholders.

With ContractZen you can store and organize contracts in the cloud and locate the one you need within seconds. Its metadata-driven search makes it possible for you to find exactly the information or document that you require. As its document repository is 100% online, you can access your contracts any time, anywhere, using any device.

Other than contract management, the software also offers meeting management features and virtual data rooms. Its price is optimized for the acquisition of small and midsize businesses and non-profit organizations. You can purchase this software for as low as $9.50/month/user.

Highlights:

• Store, organize, and safely share your contracts with this product’s contract management features
• Access your contracts whenever and wherever you need them
• Get features for managing online meetings and virtual data rooms as well

7. Filecamp

Filecamp is a DAM platform based in the cloud and lets users access, share, and work together on files from any device at any time. Searching for files, updating file versions, managing security and access, and doing other tasks is a breeze with this tool. It is a worthwhile investment for any business.

This software makes it easy to create folders and upload and download files in the format you want. It controls who can see which files are on your system. The cutting-edge security features of the platform let your team focus on important projects.

Filecamp also lets you customize the DAM platform to fit your requirements. It boasts of several “white labeling,” allowing you to alter colors, images, and brand logos. Collaboration is also seamless with Filecamp. Your team can send files to each other or to clients so proofreading them online and working on them together is swift. You can limit access to files with just a few clicks of the mouse.

Filecamp has three price plans available. For $29 per month, you get 10GB of storage, free bandwidth, and custom branding for unlimited users.

Filecamp

Try out Filecamp with their free trial

Highlights:

• White-label option
• Controlled log-ins, access control, and usage
• Audit trail

8. Encyro

Encyro is a software application designed for sending encrypted messages. By using this software, you get 16 layers of security along with auto-encryption and multi-location encrypted backup. You also make sure you are in compliance with HIPAA, GDPR, Gramm Leach Bliley (GLB) Act, IRS Pub. 4557, PCI-DSS, SOX, and other security and privacy regulations.

When you use Encyro Pro, you get additional features like a customizable upload page where you can receive sensitive information without needing to ask your clients to create an account. You can choose among their upload page design templates, add your logo, and change the colors to match your branding.

With the Pro version of this software, you also get to track whether your messages have been read or your files have been downloaded. In addition, you will have control over when these messages will expire.

Encyro easily integrates with two of the most popular email software: Outlook and Gmail. You can get the basic features for free or avail of their Pro version for $9.99/month.

Highlights:

• Get 16 layers of security plus, auto-encryption and multi-location encrypted backup
• Create a customizable upload page with your colors and logo
• Track the status of your messages and control their expiry dates

9. Signaturely

Signaturely is a web-based platform that can help users collect electronic signatures and prepare business documents more efficiently. The software serves as a centralized system for documents, making it easier for teams to track and access files and improving collaboration. Signaturely also works as a legal backup for documents, since the software always saves the latest versions of each file.

The software makes it easier for teams to create a wide variety of documents that need signatures, including proposals, agreements, contracts, and release forms. Users can upload these documents to the platform or create these in minutes with Signaturely’s built-in templates. A drag-and-drop interface and bulk sending features also make it easier for teams to send documents to multiple signers.

The platform comes at three pricing plans, including a Free plan that allows for three signature requests per month and audit logs. Signaturely’s paid plans start at $10 per month.

Highlights:

• Bulk sending and contact import
• User-level access and admin features
• Legally binding signatures

10. Fill

Fill is an intuitive web-based document creation solution. Built to work on any device, the platform is equipped with esignature support, smart document filing, and team workflow management. It also comes with reusable templates and automation options to make it easier for users to create drafts. With this, teams can easily digitize and store their files as efficiently as possible.

The platform is protected with 256-bit encryption so you can make sure that all of your confidential documents are kept away from prying eyes. Real-time logs and audit trails also enable you to closely monitor who has accessed which files and when.

In addition to the abovementioned, Fill leverages developer API and connect with over 6000 apps on Zapier. Ths way, you can easily import and export documents for day-to-day operations.

For pricing, Fill has a free plan inclusive of unlimited uploads and esignatures. They also have paid plans with more advanced functionalities. These range from $9.99/month to $29.99/month.

Highlights

1. Smart document filing options
2. Completely electronic approval workflows
3. 256-Bit encryption to ensure the security of documents

11. Filemail

Filemail is a free and comprehensive system for sharing large files. With this system, you can send files through email or as a link and ensure that your recipient will get the same quality of files you sent.

The solution is cloud-based, allowing users to access it on their mobile and desktop devices. Using this system, you can enjoy a custom-made UDP transfer acceleration protocol that makes it possible to share files at faster speeds. Plus, regardless of the Filemail solution you choose, you can ensure secure file transfers. This is because Filemail uses end-to-end data encryption along with two-factor authentication, password protection, and virus scanning.

In addition, Filemail comes with file tracking capabilities. This means you can get real-time updates for when your recipients have opened the files you sent and when and where the files have been downloaded.

With Filemail’s free plan, you get a maximum transfer size of 5GB, encrypted data transfer, and antivirus protection. Your files will only be available for seven days. If you need to send larger files, need longer file availability, or want more features, you can choose among their paid plans, which range from $15 to $48 per month.

Highlights:

• Send files up to 5GB for free
• Enjoy a custom-made UDP transfer acceleration protocol for sending files at faster speeds
• Ensure secure file transfers with end-to-end encryption

12. PinPoint

PinPoint works as a document management system with advanced features that can help you organize your files and your workflow. The platform’s features also go a long way in improving communication and collaboration between users.

The software comes with a built-in Automated Robot Integration Explorer (ARIE), which makes it easier for users to locate and access the files they need. Managers can also set access levels per user or group to improve security for sensitive files. For added convenience, ARIE can also automatically file and name documents based on their content.

In addition to ensuring file security, the software also helps you remain compliant with various data security standards. By using PinPoint, you can rest assured that your file storage system is compliant with standards such as HIPAA, ADA, FERPA, SOX, and OSHA, among others. An audit log feature helps you track system activity and provides accurate timestamps for each activity.

Aside from secure, automated document management, PinPoint also provides features for contact management. Through the platform, you can easily keep track of contacts, accounts, and campaigns. The system also lets you log appointments to ensure that nothing falls through the cracks.

PinPoint comes at just one paid plan, priced at $14 per month, per user. You can also contact the vendor to schedule a meeting with a dedicated project manager and receive one-on-one training for your team.

Highlights:

• Automatic naming and filing of documents through ARIE
• Store and edit a wide variety of file types, without leaving the software
• Log appointments and store contacts in the system for easier contact management

The Right Document Management Software for Your Mac

So, which one among our top 12 document management software for Mac suits you best? You alone can answer that. Determine your work-use cases and business needs. Do you work with PDFs most of the time? Are you involved with creating, sending, and sharing documents? Is electronic signing and approval of documents one of your main responsibilities? The products we included in this list can address many of the document management situations that you may encounter or deal with.

Simply take stock of what you’ll be using it for and how much of the time you’ll be using it so that you can get value for your investment. And if you’re into delivering projects, there’s even an all-around project management app with a robust document management solution built into it.

Now, if you’re looking for non-Mac specific solutions, we got you covered. You can head over to our comprehensive list of top document management systems for 2025.

Key Insights

• Centralized Document Management: Document management software (DMS) provides a centralized location for storing and organizing both physical and digital content, ensuring secure access and ease of retrieval.
• Productivity Enhancement: DMS significantly reduces the time spent searching for documents, thus enhancing productivity by minimizing workflow disruptions and project delays.
• Versatile Solutions: The list features a mix of cloud-hosted platforms and Mac-dedicated on-premise solutions, catering to various document management needs and preferences.
• Support for Multiple File Formats: Effective DMS solutions support various file formats, including PDFs and emails, facilitating comprehensive document handling.
• Advanced Search and Security: Features such as advanced search tools, OCR capabilities, and robust security measures (including encryption and compliance with regulations like HIPAA and GDPR) are critical in modern DMS.
• Integration with Other Tools: Many DMS solutions integrate seamlessly with existing storage, CRM, and project management tools, enhancing overall operational efficiency.
• Specialized Functionalities: Some DMS solutions offer specialized functionalities such as handling PDFs, managing contracts, and enabling electronic signatures, making them suitable for specific business needs.
• Scalability: DMS solutions offer scalability to accommodate growing document management needs, making them suitable for both small businesses and large enterprises.

FAQ

1. What are the benefits of using document management software (DMS)?
   DMS offers a centralized location for storing and organizing documents, secure access to information, version control, support for multiple file formats, advanced search tools, document backup and recovery, and scalability. These features enhance productivity, collaboration, and overall workflow efficiency.
2. How does document management software improve productivity?
   DMS reduces the time spent searching for and retrieving documents, which minimizes workflow disruptions and project delays. By organizing documents efficiently and providing quick access, DMS helps employees focus on their core tasks, thereby improving productivity.
3. What types of document management software are available for Mac?
   The list includes a mix of cloud-hosted platforms (such as PandaDoc, Wrike, and Filecamp) and Mac-dedicated on-premise solutions, catering to various document management needs and preferences.
4. What are some key features to look for in a DMS?
   Key features to look for include support for multiple file formats, advanced search tools, OCR capabilities, robust security measures (encryption, compliance with regulations like HIPAA and GDPR), integration with other tools (storage, CRM, project management), and scalability.
5. How do DMS solutions ensure document security?
   DMS solutions ensure document security through encryption, compliance with regulations such as HIPAA and GDPR, access control settings, audit trails, and secure document sharing features. These measures protect sensitive information from unauthorized access and data breaches.
6. Can DMS solutions handle specialized document types like PDFs and emails?
   Yes, many DMS solutions offer specialized functionalities for handling PDFs and emails. For example, Xodo provides robust PDF management tools, and other solutions like Encyro offer secure email management features.
7. What are some popular DMS solutions for contract management?
   Popular DMS solutions for contract management include Juro and ContractWorks. These platforms offer features such as collaborative editing, automated approvals, OCR capabilities, and secure document storage and sharing.
8. How do DMS solutions integrate with other business tools?
   Many DMS solutions integrate seamlessly with existing storage, CRM, and project management tools through APIs and built-in connectors. This integration enhances overall operational efficiency by streamlining document management processes across different platforms.
9. Are there any free DMS solutions available for Mac?
   Some DMS solutions, such as Xodo and Signaturely, offer free plans with basic features. These plans can be a good starting point for small businesses or individuals with limited document management needs.
10. How do I choose the right DMS for my business?
    To choose the right DMS, assess your specific document management needs, such as the types of documents you handle, the volume of documents, security requirements, and integration needs. Consider the features, scalability, and pricing of different solutions, and opt for one that aligns with your business goals and workflow requirements.

By Stephanie Seymour

Stephanie Seymour is a senior business analyst and one of the crucial members of the FinancesOnline research team. She is a leading expert in the field of business intelligence and data science. She specializes in visual data discovery, cloud-based BI solutions, and big data analytics. She’s fascinated by how companies dealing with big data are increasingly embracing cloud business intelligence. In her software reviews, she always focuses on the aspects that let users share analytics and enhance findings with context.