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Top Rated Document Management Software with Xero - Page 2

Last updated: July 2026

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48 software options

Expiration Reminder logo

Document expiration & renewal tracking

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Never Let a Certification, License, or Document Expire Again.

Stay compliant with automated reminders and centralized tracking.

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Canopy logo

Practice management software for accounting firms

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Award-winning, all-in-one accounting practice management platform. Canopy replaces disconnected tools by unifying your CRM, workflows, document storage, and billing. Maximize firm capacity under one login with purpose-built AI tools like Canopy Coworker and Notetaker.

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12d Synergy logo

Data management for architects, engineers and construction

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12d Synergy is a data management and project collaboration solution that helps architectural, engineering and construction offices get great work done. It’s the all-in-one solution for built environment projects, managing your email, documents, tasks, CAD, geospatial data and 12d Model.

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MMC Receipt logo

Receipt Capturing and Processing App

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MMC Receipt is a receipt capturing and processing app that includes line item data extraction and allows exporting the processed data into Excel/google sheets or push to multiple accounting software like QuickBooks Online, Xero, FreshBooks, ZAR Money, QuickBooks Desktop.

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Breathe logo

HR Software for effortless people admin | Breathe

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Time-saving rota & HR software that helps SMEs put their people first and drive their business forward. Take a free trial now.

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Moxo logo

Streamline service orchestration processes for customers.

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Moxo offers robust document management tools for secure file sharing, storage, and collaboration. Businesses can streamline document-heavy processes while maintaining compliance with global regulations.

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Dropbox logo

File syncing, storage & sharing platform

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Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

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UniPhi logo

Portfolio & project management software

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UniPhi is a portfolio & project management software which enables SMBs to find, store, create & manage documents in one convenient location

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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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LEAP provides secure document management. Easily create, store, and share documents, correspondences, and forms from one searchable location. With instant data syncing, integrations with Microsoft Word and LawConnect, and version control, staff have access to the latest files anywhere, anytime.

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is a cloud-based software service that enables businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. Collect information using mobile devices, share that information and easily integrate with existing backend systems.

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Shoeboxed logo

Painless receipt scanning & expense tracking

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Shoeboxed is the easiest way for freelancers and small business owners to track and digitize their receipts. Since 2007, Shoeboxed has helped over one million businesses go paperless and maximize their tax deductions.

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Hubdoc logo

Import, archive and export financial documents in one place

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Hubdoc automatically collects financial documents securely within the cloud, syncing data from invoices, receipts and statements between accounting apps

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Workable logo

HR platform for hiring and employee management

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Workable is an all-in-one HR platform that combines applicant tracking, employee management, and time tracking functionalities. The system offers AI-based candidate sourcing from a database of profiles, customizable workflows for hiring processes, and comprehensive onboarding tools with digital document management capabilities.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for document management, where AI helps you work smarter. Centralize project documents in one governed environment. Streamline collaboration with version control, automated approval workflows, and online proofing to maintain a single source of truth.

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Autodesk Forma logo

Construction management platform

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Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Simplify access to relevant construction documents, drawings, and 3D models. Update files in real time to stay on top of the latest versions and work from a single source of truth.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a 100% FREE document management platform used by over 12 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more.

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FilesIT logo
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Client platform with email filing and portal

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FilesIT is a client communication platform that combines automated Outlook email filing with WhatsApp and SMS tracking in a unified client timeline. The software includes ClientHub for document signing with audit trails, integrations with accounting systems like Xero, Sage, and QuickBooks, and AI-assisted email drafting. It offers departmental views, task management, and access controls for client-facing teams.

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Teammate App logo
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Compliance management solution

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TeammateApp is an all-in-one HSEQ SaaS platform designed to streamline compliance, risk, auditing, training, and contractor-supplier management. Designed for businesses of all sizes, it lets stakeholders simplify complex processes, enhance efficiency, and ensure regulatory compliance.

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PaperTrail logo
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Cloud-based document management solution

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Papertrail is a cloud document management and automation platform combining OCR, workflow orchestration, and system integrations. Capture documents from any source, extract structured data, automate approvals, and sync directly with ERP, accounting, and HR systems—securely and at scale.

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NowInfinity logo
(0)

A one-stop solution for legal document and entity management

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NowInfinity provide a one-stop solution for legal document and entity management needs.

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KIM logo
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Converting paper to glass with ONE SYSTEM.

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KIM by Kynection is your one-stop-shop for managing all operations within your business. It provides one system for growth, compliance, knowledge, teams, and assets.

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