Aug '23 (edited) in AdvisorTech
What's everyone using for Document Management?
And secondly, can you have multiple people working in a spreadsheet/document at the same time without version issues?
Here are the results from the recent Kitces study for comparison.
Google Drive
Microsoft Sharepoint/Onedrive
Box
Dropbox
NetDocuments
Redtail Imaging
Laserfiche
Worldox
Docupace
Citrix Sharefile
0
10 comments
What's everyone using for Document Management?
skool.com/ria-os
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