Audience

Companies and professionals seeking a tool to manage business documents, client data, & workflows,

About DocuSoft

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!

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Integrations

API:
Yes, DocuSoft offers API access
See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

DocuSoft
United Kingdom
www.docusoft.net

Videos and Screen Captures

Play Video DocuSoft Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

DocuSoft Frequently Asked Questions

Q: What kinds of users and organization types does DocuSoft work with?
Q: What languages does DocuSoft support in their product?
Q: What kind of support options does DocuSoft offer?
Q: What other applications or services does DocuSoft integrate with?
Q: Does DocuSoft have an API?
Q: Does DocuSoft have a mobile app?
Q: What type of training does DocuSoft provide?
Q: What pricing for support is available for DocuSoft?
Q: What pricing for training is available for DocuSoft?

DocuSoft Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Data Extraction

Pricing Extraction
Web Data Extraction
IP Address Extraction
Document Extraction
Email Address Extraction
Image Extraction
Phone Number Extraction
Disparate Data Collection

Digital Signature

Progress Tracking
Authentication
Mobile Signature
Multi-Party Signing
Document Analytics
Audit Trail
Customizable Templates
Auto Reminders
Task Progress Tracking

Document Control

Change Management
Escalation Management
Periodic Review
Compliance Management
Archiving & Retention
Automated Routing
Electronic Signature
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Version Rollback
Audit Trail
Commenting / Notes
Approval Process Control
Access Controls/Permissions
Revision History
Archiving & Retention
Document Check-in / Check-out
Version Comparison
For Engineering Documents

Enterprise Content Management (ECM)

Electronic Signature
Search
Content Lifecycle Management
Workflow Management
Collaboration Tools
Archiving & Retention
Information Governance
Digital Asset Management
Document Management
Mobile Access
Version Control

Portal

File Sharing
Search
Collaboration
Document Management
Chat
Content Management
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