# Firmex Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Firmex Virtual Data Room the right Virtual Data Room solution for you? Explore 356 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews --- Firmex Virtual Data Room 4.8 (356) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Firmex Virtual Data Room Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews AM Adiran M AnalystFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “I can access all different data rooms with just 1 path and 1 authentication.“ December 3, 2025 CS CRISTINA S GIS SpecialistMining & Metals, 2 - 10 employeesUsed the software for: More than 2 years. “I did not like the set-up where I have to create redundant folders for users with read only permission and different folder for users with full access permission.“ May 29, 2025 JU Joshua U IT Security OperationsFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “Most flexible access control features work for us based on the nature of our business as a financial institution.“ May 23, 2025 LJ Lars J Mergers and Acquisition AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Cons: Overpriced USB-archives for 3-day delivery, tricky settings, clunky Q&A tracker, and frequent maintenance.“ August 28, 2025 PM Patrick M ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 1-2 years. “I do think that your customer service is probably your greatest strength and the people who work in that space should be rewarded for their work.“ November 21, 2025 AP Andrea P Finance Administrative AssistantSemiconductors, 201 - 500 employeesUsed the software for: Less than 6 months. “How to edit or move/reorder files is a bit challenging to figure out if new to the system.“ April 14, 2026 AG Allison G Business ManagerLegal Services, 2 - 10 employeesUsed the software for: 1-2 years. “Firmex is well laid and it is great to be able to create your own folder structure and numbering, as well as automatic numbering if required“ April 30, 2025 TV Tori V AdministratorRenewables & Environment, 10,001+ employeesUsed the software for: More than 2 years. “You can only download with a folder path included if you click the "Download" button without checking any files, which can be a little cumbersome downloading unneeded files.“ September 10, 2024 ## Showing most helpful reviews Showing 1-25 of 356 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Dominique M. Senior Legal Counsel Pharmaceuticals Used the software for: 6-12 months ### "First experiences" June 23, 2023 5.0 We use it for due diligences. Pros Very easy to use and fantastic customer support ! Cons Search function might be improved in the sense that make the overview easier. Reason for choosing Firmex Virtual Data Room Choice has been made by the business Review Source Response from Firmex July 7, 2023 Thanks for the update and feedback, we are proud of our best in class customer support team. In regards to the search function, we offer OCR search on all PDF and office documents which is industry standard (which some competitors don't offer). As for improvements, I would be interested to understand what improvements you are referring to. Please reach out to discuss further, we would love to hear your feedback. CS CRISTINA S. GIS Specialist Mining & Metals Used the software for: 2+ years ### "Firmex\_Report" May 29, 2025 5.0 My over all experience with the system is very good but the overall experience with the agents were EXCELLENT. Agents were very nice, friendly and knowledgeable. Today, thanks to \[sensitive content hidden\] for a job well done. Pros I can organize the folders and files in a the way I wanted them to appear. I like that the dates on each file is shown as it provides information to the administrator if the file is updated. Cons I did not like the set-up where I have to create redundant folders for users with read only permission and different folder for users with full access permission. Switched from [FileZilla Pro RemoteDrive](https://www.capterra.com/p/10023188/FileZilla-Pro-RemoteDrive/) users experienced difficulty downloading files Review Source Response from Firmex June 5, 2025 Thank you for your feedback! We're glad to hear that you appreciate the ability to organize folders and files to your preference, and that the visible file dates are helpful for tracking updates—especially from an administrative perspective. The ability to apply folder lever permissions allows you the security capabilities of restricting access to certain parties versus giving the same access to everyone. When conducting a diligence matter that is not always the case and one of the core features we provide compared to other providers in the market. KC Kevin C. Senior Associate Investment Banking Used the software for: 2+ years ### "Good Product, Secure and User Friendly" November 28, 2023 3.0 Pros It has all the functions needed to effectively manage a dataroom. I trust the security of the datarooms. Cons I cannot download files with watermark based on a specific user's access. Review Source Response from Firmex January 4, 2024 Thanks for the feedback. As for your issue downloading files with a watermark, there could be a couple instances of why this is happening but without further details I can only speculate. For security reasons, only users themselves can download files with watermark as the watermark is specific to each user. However, if you don't see an option to download files outside of our view as feature, please ensure download is enabled as both office & PDF files can be downloaded with watermarks. As always, please reach out to our support team which is available 24/7 for all users that are associated to your project. Also, I am available to connect if this may be a product issue, my email is james.lehuquet@firmex.com JN Jai N. Solicitor Law Practice Used the software for: 2+ years ### "Good product and support." March 11, 2026 5.0 Good. I've used the software for years and in comparison to its peers its easy to use and I like it visually. Pros Easy of use. Product support. Having use competing products I would say Firmex is amongst the best data room platforms. Cons Initial view of the data room and lack of guide in program. However, once I learnt to use the software it became intuitive. Review Source SW Sean W. Director, FPnA MnA Automotive Used the software for: 1-2 years ### "Tremendous" July 2, 2025 5.0 Great, it is a no frill or gimmicks environment, does the job intuitively and logically without too much clutter. Pros Ease of use, the layout and overall look and feel is quite appealing and intuitive, next steps feel logical Cons Cannot load or copy a pre-determined folder structure. We should be able to copy folder structures from completed projects etc.? Alternatives considered [Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/) Reason for choosing Firmex Virtual Data Room Ease of use and no clutter overall anywhere on the site. Switched from [Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/) Value for money and accessibility much better with Firmex Review Source Response from Firmex August 5, 2025 Thanks so much for the kind words as we are always making sure our ease of use and overall intuitiveness of the platform is front and center for our users during their experience with Firmex! We do have the ability to upload full folder structures, either through an excel sheet that our support team can assist with populating or within your documents on your local drive. If there was an issue, it may be because of project or group level permissions that prohibited the user from uploading set information. Our support team is always available 24/7 for every user that has access to the project within Firmex. EB Emeric B. Chief Infrastructure Officer Renewables & Environment Used the software for: 2+ years ### "Firmex for Akuo" April 22, 2025 5.0 So far, very great ! It is fully adapted to the way we work within our company ! Pros Easy to manage, and a great support team ! A contract well adapted to our way of working, trainings helped our company members to use the tool daily. Cons Probably the desktop sync tool that need a little improvement (or at least more features) Switched from [DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/) It was expensive, as a a double service, managed by users (unsafe) and support was very slow. Review Source Response from Firmex May 13, 2025 Thank you for your wonderful feedback! Because we made improvements to the ability to upload through the browser, now you can upload up to 50 GB of data. We decided to move away from the desktop upload. We're delighted to hear that the system is easy to manage and that our support team has made a positive impact. It's also great to know that the contract aligns well with your workflows and that the training sessions have empowered your team to use the tool confidently every day. We're here to support your continued success—please don’t hesitate to reach out if you need anything! TW Timothy W. CFO Consumer Goods Used the software for: Less than 6 months ### "Firmex review" September 10, 2025 5.0 Pros Value and ease of use, onboarding was prompt and professional. File uploading is a breeze and the layout is intuitive. Cons Not much on cons, but I think if you have to upload very large files or data you might run into capacity or speed issues that might slow performance. Alternatives considered [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) Reason for choosing Firmex Virtual Data Room Functionality and ease of use coupled with good value for the monwy Review Source Response from Firmex October 1, 2025 Thank you for your kind words! We're thrilled to hear that you found value in the platform and that the onboarding experience was smooth and professional. It's great to know that uploading files is easy, and the layout feels intuitive. We’re committed to making your experience as seamless as possible—please don’t hesitate to reach out if there’s anything else we can do to support you! JM Joshua M. Legal Assistant Accounting Used the software for: 6-12 months ### "Firmex Positive Experience Review" May 22, 2025 5.0 It has been good, I particularly appreciate how quickly the team responds to inquiries and solves issues in live time. Pros I find it's quiet user friendly, and easy to set up. I also like the ability to create as many user groups as required. Cons I don't like the way it looks, its very boring and old fashioned, especially compared to the other offerings around. Alternatives considered [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Ansarada](https://www.capterra.com/p/130904/Ansarada/) Reason for choosing Firmex Virtual Data Room Again it was mainly a cost based move .. Switched from [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/) It was mostly a cost based move, however the no limit on users was an added bonus. Review Source Response from Firmex June 5, 2025 We appreciate the feedback on the ease of use and set up, as it is all turnkey to get a new data room created. We have updated our platform UX/UI and are continuing to finish that update in order to be more refreshed. PM Patrick M. Paralegal Law Practice Used the software for: 1-2 years ### "All Five Stars" November 21, 2025 5.0 My overall experience with Firmex Virtual Data Room has been quite positive. I do think that your customer service is probably your greatest strength and the people who work in that space should be rewarded for their work. Pros Customer support is always available and helpful. I have never experienced an issue that customer support could not address in one phone call. Cons Perhaps the reporting could be a bit more robust. Not a huge complaint, though. There are simply times when a report request comes in from a client and I cannot find a suitable option within Firmex. Alternatives considered [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/) Reason for choosing Firmex Virtual Data Room Price and document management flexibility were key factors. Review Source MV Michael V. CFO Financial Services Used the software for: Less than 6 months ### "Easy decision for transaction data room" March 18, 2025 5.0 Great. Any questions I had were promptly and professionally answered by customer service. Pros Ease and speed of set up. I was up and running within 15 minutes of agreement. Cons Nothing really. Setting up specific user access (i.e. access by folder) was not as intuitive and I feel should be part of the initial user set up wizard. Alternatives considered [Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/) Reason for choosing Firmex Virtual Data Room pricing was better for similar product and requirements. Review Source Response from Firmex April 2, 2025 Thank you for your positive feedback! We're thrilled to hear that you found the setup process quick and user-friendly. Our team works hard to ensure a seamless onboarding experience for our users. We appreciate your constructive feedback regarding the setup of specific user access. I would be interested to know which area of user access was not as intuitive for you, as we have the ability to granularly permission user groups, as well as folders and sub-folders for those specific groups. Groups can be copied to replicate permissions, as well as the ability to toggle on/off bulk downloading for specific user groups. Thank you for choosing Firmex! DS Denis S. Director Financial Services Used the software for: 2+ years ### "Best VDR on the market" January 20, 2025 5.0 Pros Simplicity and usefulness of the platform allow one to conduct their business without losing energy on having to finding out how things work. Cons The new Documents window, it is too "comic-ey" and distracts from the material, it should be more focused on the material, like a simple folder broswer. Alternatives considered [Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/) Reason for choosing Firmex Virtual Data Room Got offered the same price, went with the better quality. Review Source Response from Firmex February 5, 2025 Thank you for your wonderful feedback! We're delighted to hear that the simplicity and usefulness of our platform help you conduct your business efficiently without any hassle. Our goal is to provide a seamless experience, and it's great to know we're achieving that. If you have any further comments or need assistance, please don't hesitate to reach out. We're here to support you! PM Pratik M. Chief Operating Officer Financial Services Used the software for: 6-12 months ### "Amazing Virtual Data Room" May 23, 2024 5.0 Overall, I have had a great experience with Firmex and would highly recommend this to anyone looking for an effective deal room. Pros The ease of use, ability to create the data room and the Q&A function built into the tool to manage all of the questions and answers related to the deal itself. Very dynamic and it allows you to have multiple security controls on documents. Cons The storage limit provided as part of the initial package. It would have been nice to get more storage space for the price paid. Switched from [Cool Life CRM](https://www.capterra.com/p/100794/Cool-Life-CRM/) The transition to the new company was very poor and the data room had a fraction of the functionality. Review Source Response from Firmex June 4, 2024 Thanks for the feedback and great to hear about your experience with our best in class VDR product. As for the storage, we give you the flexibility to take information down and not be billed within a certain time frame. You always have the ability to speak with your rep about storage package to give you the most cost effective way of doing so. GT Graeme T. Executive Director Financial Services Used the software for: 2+ years ### "Great Functionality and Customer Service" February 28, 2024 5.0 Really good - better and cleaner offering than the main VDR competitors in the marketplace Pros Customer service and responsiveness is excellent - timely and helpful helpdesk Cons The cost is always an answer for this given other platforms that are far cheaper, but this is balanced against the functionality of Firmex Alternatives considered [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Ansarada](https://www.capterra.com/p/130904/Ansarada/)[Datasite Outreach](https://www.capterra.com/p/250440/Datasite-Outreach/) Reason for choosing Firmex Virtual Data Room Overall easier to use and solid functionality was what we were looking for in the product offering Review Source Response from Firmex March 6, 2024 Thanks for the feedback, we pride ourselves on having the best support team in the industry and it shows based on the amount of positive feedback we get from our clients. In terms of pricing, we provide a top tier product at a mid-market price point. Of course there are other low cost competitors our there, but with that comes sacrificing ease of use, intuitiveness and overall feature set. UK Usman K. Associate Accounting Used the software for: 2+ years ### "Associate M&A" May 21, 2025 5.0 Whenever I run in to any issues (which are pretty rare), the support team is always available to sort the issue. Which I really value. Pros The ease of use and how intuitive it is. I really like the platform and the 24/7 support available when I need it. Cons I don't think there is anything that I do not like about the platform. I believe the platform is extremely intiutive. Review Source Response from Firmex June 5, 2025 Thank you so much for your kind feedback! We're delighted to hear that you find the platform intuitive and easy to use. It's also great to know that our 24/7 support has been there for you when needed—that’s exactly what we aim for. Your satisfaction means a lot to us, and we’re committed to continuing to provide a seamless and reliable experience. Thanks again for your support! RP Reese P. Investment Banking Analyst Banking Used the software for: 6-12 months ### "Great VDR Option" May 29, 2025 5.0 The Firmex Virtual Data Room is a great VDR alternative and is very easy to use. I recommend to my friends who need to use a VDR. Pros It is very easy to create new folders and only add select groups to these folders. Additionally, the VDR is very safe and the watermarking feature is great. Cons Sometimes the Q&A tracker is a bit difficult to use, especially when seeing new questions. Maybe being able to see new questions as they arise in a separate tab would be great. Review Source Response from Firmex June 5, 2025 Thank you for your thoughtful feedback! We're glad to hear that you find it easy to create folders and manage group access, and that the security features—especially watermarking—are meeting your expectations. We appreciate the feedback around our Q&A module, as we are actively looking at ways to improve this feature for a smoother user experience. AG Allison G. Business Manager Legal Services Used the software for: 1-2 years ### "Would definitely recommend" April 30, 2025 5.0 Really like the Firmex Virtual data room. A great tool for clients and opposing solicitors to be able to access due diligence documents quickly and efficiently. Great for being able to download complete file for completion purposes. Pros Firmex is well laid and it is great to be able to create your own folder structure and numbering, as well as automatic numbering if required Cons A little confusing to navigate sometimes Review Source Response from Firmex May 13, 2025 Thank you for your feedback! We're glad to hear that you're enjoying the flexibility of creating your own folder structures and numbering in Firmex. It's great to know that features like automatic numbering are adding value to your workflow. If you ever have suggestions or need assistance, we're always here to help! DM Dan M. Director of Quality Assurance and Administration Oil & Energy Used the software for: 1-2 years ### "Excellent help" October 3, 2024 5.0 Excellent, glad its resolved so quickly. Pros Very efficient email process. Timely replies and solved the same day! Cons I had to login in to get to a page, links would be nice. Review Source Response from Firmex November 4, 2024 Thanks for the feedback. We do send out invitation emails when being granted access to a data room, wtihin the email are links to the URL of the data room project you have been invited into. There are always links that users can send to one another for a specific document. AP Albert P. Investment banking Financial Services Used the software for: 6-12 months ### "Recommend Firemex" February 25, 2025 5.0 Pros Easy to use and not as complicated as other VDRs Cons Not much cons I found. I had no problem using Firmex VDR. Review Source Response from Firmex March 3, 2025 Thanks for the feedback, always great to hear that you had no complaints when using the platform, along with the overall ease of use of Firmex. TT Tracy T. Senior Operations Analyst Financial Services Used the software for: 2+ years ### "Good product" June 20, 2024 5.0 So far so good for myself and our users. Pros It is easy to use and allows flexibility to expand and rearrange folders as required. Cons Perhaps more specific permission settings. For example, I do not need full access but it would be helpful to add the "delete" feature as a stand-alone. Switched from [HyperSQL DataBase](https://www.capterra.com/p/48888/HyperSQL-DataBase/) Firmex offered more security for our needs. Review Source Response from Firmex July 4, 2024 Thanks for the feedback on how the experience has been when adjusting folders and the structure of folders as it is all drag and drop functionality. In terms of the ability to customize permissions, we offer a role based system between what users have access to within the project (data room) and the information within meaning the documents. The permission combinations we have made are the industry settings we see most commonly used based on the roles you want to give host users vs guest users. If you require assistance further on how to best set those permissions, our support team is available 24/7. VG Vanessa G. Credit Administrator Financial Services Used the software for: 2+ years ### "Firmex Data Room" July 12, 2024 5.0 Pros Easy navigation throughout site. Emails sent directly if / when incorrect file was uploaded. Cons None that I have seen so far. Do like the option to switch from one project to another (i.e. one legacy Credit Union to another, as we have merged with multiple legacy CU's) Review Source Response from Firmex August 6, 2024 We appreciate the feedback on the platform and the area you highlight being able to toggle between projects is a feature that is available through our global login page or through our unlimited data room subscription option. Majority of VDR providers make you login through independent and separate site URLs, which is cumbersome as well as having to remember multiple different passwords or credentials at times. DL Donald L. PSM Specialist Oil & Energy Used the software for: Less than 6 months ### "Firmex for Document Control for Compliance Audits" June 18, 2024 5.0 I was very surprised and pleases with the ease of use and ability to sort, store, and share important documentation. Pros Firmex is easy to use, secure, and enables us to share required documentation with external auditors. Cons Nothing. Everything works great. There have been no issues with this product. Review Source Response from Firmex July 4, 2024 Thanks for the feedback on your experience with our support team as we offer best in class service all in house. We recently won awards for our support team within the industry and something we are very proud of. As for our UI/UX we are in the process of making thsoe improvements as systems can always you a refresh as you outlined. SM Scott M. M&A Executive Financial Services Used the software for: 2+ years ### "Using Firmex. " April 20, 2023 5.0 Firmex is a very useful for the M&A arena we are in, having trained several colleagues over the years they tend to pick this up quite quickly. Firmex has several tools to assist in the due diligence phase of a project (reporting, bulk download etc). Pros Ease of use, the reporting features that allow you to monitor progress and those that have accessed the data-room. Confidentiality is paramount in our sector and being able to restrict companies and individuals on the data they can see is very useful. Cons The only area that I think needs improving on (and I'm not sure how this can be done), when inviting people into data-rooms, on quite a few occasions the invite will end up in junk folders and not picked up. Reason for choosing Firmex Virtual Data Room We had a couple of demo's with alternative data-room providers, they were too over engineered compared to Firmex and thinking of others that would need to be trained up on these, both internally and externally, the risk was too great of someone making a mistake and provide the wrong permissions and also too many tick boxes , which could result breach of confidentiality. Review Source Response from Firmex May 5, 2023 Thanks for the feedback on the reports and being able to monitor progress of your deal. Since security and confidentiality is important it is the main reason why we created the View As feature to see what your guest users can/can't see based on their permission settings. In terms of user invites going to spam/junk, it's an issue within the VDR industry based on how the invitations are sent and individuals spam filter settings being high. Again appreciate the feedback and look forward to continually working with you. KA Kostas A. CEO Pharmaceuticals Used the software for: 2+ years ### "Firmex review" July 1, 2022 5.0 Excellent experience, the room can be used for file sharing, central data repository and also to provide access to external parties Pros Easy to use and organize. The data room serves its purpose 100%. Cons Permission aspects are sometimes difficult to assess/assign. Arrangement of folders sometimes is not that straightforward. Review Source Response from Firmex July 15, 2022 Hi Kostas, We appreciate the positive review on the platform and that it has been a great tool for your transactions. As for reviewing user permissions, we offer multiple different methods to do this whether it be at the group level or the folder level with our view as tool which allows you to see what folders have been hidden from certain groups. All our permission settings can be retroactively changed as well. If there is interest my support team can walk you through a training session on how to review permissions as well as arranging folders which is all done via drag & drop. James, Director of Sales RP Roshni P. Application Support Engineer Legal Services Used the software for: 1-2 years ### "Overall good product & efficient customer service" June 12, 2024 5.0 Pros The usability and administrative overview is good Cons There isn't much to not like, its a good product Review Source Response from Firmex July 4, 2024 Thanks for the feedback, as it's always great to hear about your positive experience with Firmex. We look forward to continually working with you on all your VDR needs. DL Daviid L. Associate Financial Services Used the software for: 2+ years ### "Top-tier VDR at a fraction of the cost" May 14, 2024 5.0 Very satisfied! I've been using the VDR every day for the past 6 months and the product has never failed me. Pros Firmex is super user friendly and intuitive. The feature are easy to use and understand. The platform also updated his search engine and it's been a true game changer in locating documents. Cons It would be helpful to be able to assign permission to specific sub-folders. Other than that, it's a great VDR! Review Source Response from Firmex June 4, 2024 We appreciate the feedback on how super user friendly and intuitive the platform is, as that is one of our biggest advantages within the VDR industry. As for seeing sub-folder permissions, here is a link to our online Knowledge Base to assist https://support.firmex.com/hc/en-us/search?utf8=%E2%9C%93&query=sub+folder+permissions, we also offer a tool called View As which allows you to see through the groups access of what folders they can and can't see. Feel free to reach out if you have any other questions to james.lehuquet@firmex.com. ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.