PortalsXpress vs. dms3 Comparison Chart

PDFCreator automates document output for Windows-based business environments, handling the full creation pipeline from conversion to delivery. It converts print output from any application into PDF, JPG, PNG, or TIF using a virtual printer driver, with no changes to existing workflows required. Businesses use PDFCreator to automate repetitive document tasks: output is captured, formatted, named, secured, and routed based on configurable profiles. Use cases include automated report generation, batch document processing, and compliant document delivery in regulated industries. Key capabilities: encryption, password protection, digital signing, watermarking, MSI deployment, GPO support, and centralized profile management. Compatible with Word, Excel, web browsers, ERP systems, and any Windows print-enabled application. Available in a free edition for individual, non-commercial use and three paid editions for business, terminal server, and enterprise deployments.

Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions.

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

CirrusPrint is designed to manage and streamline printing and document delivery across networks. It solves cloud migration problems related to printing, and provides the most direct and immediate method to deliver documents to your users. Traditional network printing works without changing operations, plus there are new capabilities: you can print to your users, or email your printers, or send a file from your phone to a printer across the country. CirrusPrint runs on Windows and Linux, in the cloud or your own data center. It accepts print jobs and other documents, parses and compresses them, and delivers them to remote printers or users. Integration with applications is simple and flexible: print to it like any network printer, email files to it, drop files into it, or use the REST API. Print jobs sent through CirrusPrint arrive quickly and securely at remote printers, as precise duplicates of the original print job.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences.

MyQ develops print management solutions designed to make printing personalized, secure, and cost-effective. MyQ X features an intuitive user interface that supports deep personalization, allowing users to complete everyday tasks quickly through one-click actions. Powerful document workflows streamline scanning through smart automation, while advanced accounting and reporting tools provide clear insight into print costs and usage. MyQ Roger, a public cloud solution, allows users to browse cloud storages, print documents anytime from anywhere, and create customized scanning workflows that can even be triggered by voice commands. MyQ Roger turns a smartphone into a portable digital office, enabling documents handling from anywhere with an internet connection. Built on a public cloud architecture, MyQ Roger always delivers high availability and supports organizations of any size on their digital transformation journey.

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.

Foxit provides a powerful suite of cloud-native APIs that help organizations automate, secure, and modernize document workflows. Built on scalable REST architecture, Foxit APIs enable developers to generate, convert, extract, sign, and display documents directly within applications—eliminating manual processes and accelerating digital operations. The Foxit PDF Services API supports high-volume PDF automation, including conversion, extraction, optimization, and redaction. The Document Generation API creates dynamic PDFs and DOCX files from templates and real-time business data. The Foxit eSign API embeds legally binding eSignature workflows with full audit trails and compliance support. The PDF Embed API delivers customizable in-app PDF viewing, annotations, and secure access controls. Together, Foxit APIs provide a secure, scalable foundation for end-to-end document automation and digital transformation.