01 · Overview
Overview
Documo, the company formerly using the mFax product brand, positions itself as HIPAA-compliant cloud fax with AI-powered document automation built for healthcare workflows. The platform consolidates secure fax, electronic signatures, intelligent document processing and EHR integrations under a single product surface — a deliberate move from the earlier mFax-as-a-product-brand to Documo-as-a-platform.
The Solo, Professional, Business and Enterprise tiers are all self-serve. Each is sized around user count, included pages and fax numbers. Per-page overage drops as plans scale up — from $0.15 on Solo down to $0.07 on Enterprise.
A Custom tier unlocks the intelligent document processing layer. That layer classifies inbound faxes by document type, extracts structured fields like patient name and date of birth, and routes the resulting data into systems like PointClickCare, ModMed and NextGen. For inbound-heavy healthcare workflows, that replaces a separate intake-automation vendor.
02 · Features
Key features
What ships in the plan — verified directly against the provider's published feature list.
Core fax features
- Send and receive faxes from web, email, and API
- HIPAA-compliant operation across every paid plan
- Business Associate Agreement included by default
- Audit-trail logging on every fax
- Searchable PDF archive of all faxes
- Email-to-fax with custom fields and tagging
- Fax machine connectors for hybrid workflows
Collaboration
- Team management on Professional and above
- Electronic signatures on Professional and above
- Role-based access controls
- Multi-user accounts (3 / 10 / 50 included per tier)
- SAML single sign-on on Enterprise
Integrations
- REST API access on Business plan and above
- EHR integrations: PointClickCare, ModMed, NextGen, Open EMR
- Webhooks for event-driven workflows
- Custom classification models on Custom tier
- Email-to-fax across all plans
AI features
- Intelligent Document Processing (Custom tier)
- Pre-trained classification for clinical document types
- OCR turning faxes into searchable PDFs
- Patient field extraction: name, DOB, MRN, address
- Routing rules driven by document content
Supported platforms
- Web app
- iOS
- Email-to-fax
- API
03 · Pricing
Pricing
Pricing last verified against the official pricing page on June 21, 2026.
| Plan | Monthly | Annual | Pages / month | HIPAA + BAA |
|---|---|---|---|---|
| Solo 1 user, 1 fax number. HIPAA + BAA included. Overage $0.15/page. | $25.00 /mo | $25.00 /mo | 300 | Included |
| Professional Most popular 3 users, 1 fax number. Adds team management and electronic signatures. Overage $0.09/page. | $75.00 /mo | $62.50 /mo | 800 | Included |
| Business 10 users, 5 fax numbers. Adds reseller tools and API access. Overage $0.08/page. | $150.00 /mo | $125.00 /mo | 3,000 | Included |
| Enterprise 50 users, 10 fax numbers. Adds SAML single sign-on. Overage $0.07/page. | $300.00 /mo | $250.00 /mo | 6,000 | Included |
| Custom Unlimited users and numbers, AI document processing, EHR integrations, dedicated account management. | — | Contact sales | Custom | Included |
Additional users $3/month each. Additional fax numbers $3/month each. Per-page overage charged at the rate published on each plan.
04 · Strengths and trade-offs
Strengths / Weaknesses
Strengths
- HIPAA with included BAA on every paid plan — no upsell
- HITRUST certification — uncommon in this category
- SOC 2 Type II audited security posture
- 14-day free trial with no annual commitment required
- AES-256 encryption at rest and TLS in transit
- AI document processing (Custom tier) for inbound automation
- Native EHR integrations: PointClickCare, ModMed, NextGen, Open EMR
Weaknesses
- Starting price ($25/month) is above budget alternatives
- Local fax numbers limited to US and Canada
- No native Android app (iOS app available)
- Intelligent document processing requires Custom tier
- API access starts at Business plan ($150/month)
- ISO 27001 not published as a Documo certification
05 · Security and compliance
Security and compliance
AES-256 encryption at rest and TLS in transit. HITRUST-certified operational posture covers digital resilience, operational governance, and environmental safeguards alongside SOC 2 Type II controls.
| Certification | Status | Note |
|---|---|---|
| HIPAA | Yes | HIPAA-compliant operation on every paid plan. BAA included by default. |
| SOC 2 Type 2 | Yes | SOC 2 Type II certified per Documo's security page. |
| PHIPA | Yes | PIPEDA-aligned for Canadian healthcare workflows. |
06 · Customer support
Customer support
- Email support
- Available
- Live chat
- Available
- Phone support
- Available
- Knowledge base
- Available
- Dedicated account manager
- Available
Dedicated account management on Custom tier.
07 · Who it suits
Best for
Healthcare practices and clinics that fax PHI, billing and revenue-cycle teams handling inbound document volume, mental health providers, and any organisation whose procurement specifically asks for HITRUST.
The included BAA and HITRUST envelope remove a slow back-and-forth that other vendors leave to the buyer. For hospital and health-system procurement teams, that materially shortens the security-questionnaire cycle.
Not ideal for
Solo professionals sending only a handful of faxes a month. The $25 Solo plan is sized for active practices, not light personal use.
The intelligent document processing that justifies the price sits behind the Custom tier. Small teams that mainly want a cheap HIPAA-compliant fax should look at iFax Plus at $24.99 or SRFax Health Lite at $12.60 instead.
08 · The verdict
Verdict
Documo belongs on the shortlist for clinics that want compliance built in, not bolted on. HITRUST is the real differentiator. Few competitors hold the cert. For hospital procurement teams it answers questions others duck. The Solo plan at $25 a month is above budget services. But the BAA is free. There are no setup fees. The 300-page allowance fits a small clinic. Larger teams should look at Custom. The AI document processing replaces a separate intake-automation vendor.
09 · Frequently asked
Frequently asked questions
01 Was Documo previously called mFax?
Yes. mFax was the original product name and is now retired. The company and the product both operate under the single Documo brand today, with the cloud fax service marketed as 'Documo Cloud Fax' rather than as a separate mFax product.
02 Is the Documo BAA included or extra?
Included by default on every paid plan starting at the $25/month Solo tier. Documo's security page states the BAA ships with the service rather than as an upgrade, which is unusual in the category.
03 What does HITRUST certification mean for healthcare buyers?
HITRUST consolidates HIPAA, NIST, and other healthcare frameworks into a single audited certification. For hospitals and health-system procurement teams, a HITRUST-certified vendor materially shortens security-questionnaire cycles. Very few cloud fax services hold the certification, which is one of Documo's clearer differentiators.
04 Does Documo include AI document processing on every plan?
No. Intelligent Document Processing — classification, OCR, patient-field extraction, EHR routing — is reserved for the Custom tier. Self-serve plans cover secure send and receive, electronic signatures (Professional+), and API access (Business+) but not the IDP layer.