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!

Integrations

API:
Yes, DocuSoft offers API access

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

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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: 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 Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Time Tracking Not Supported
Due Date Tracking Not Supported
Document Management Not Supported
Staff Management Not Supported
Client Portal Not Supported
Project Management Not Supported
For CPA Firms Not Supported

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

Data Extraction

Pricing Extraction Not Supported
Web Data Extraction Not Supported
IP Address Extraction Not Supported
Document Extraction Not Supported
Email Address Extraction Not Supported
Image Extraction Not Supported
Phone Number Extraction Not Supported
Disparate Data Collection Not Supported

Digital Signature

Progress Tracking Not Supported
Authentication Not Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Document Analytics Not Supported
Audit Trail Not Supported
Customizable Templates Not Supported
Auto Reminders Not Supported
Task Progress Tracking Not Supported

Document Control

Change Management Not Supported
Escalation Management Not Supported
Periodic Review Not Supported
Compliance Management Not Supported
Archiving & Retention Not Supported
Automated Routing Not Supported
Electronic Signature Not Supported
Version Control Not Supported

Document Management

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

Document Version Control

Version Rollback Not Supported
Audit Trail Not Supported
Commenting / Notes Not Supported
Approval Process Control Not Supported
Access Controls/Permissions Not Supported
Revision History Not Supported
Archiving & Retention Not Supported
Document Check-in / Check-out Not Supported
Version Comparison Not Supported
For Engineering Documents Not Supported

Enterprise Content Management (ECM)

Electronic Signature Not Supported
Search Not Supported
Content Lifecycle Management Not Supported
Workflow Management Not Supported
Collaboration Tools Not Supported
Archiving & Retention Not Supported
Information Governance Not Supported
Digital Asset Management Not Supported
Document Management Not Supported
Mobile Access Not Supported
Version Control Not Supported

Portal

File Sharing Not Supported
Search Not Supported
Collaboration Not Supported
Document Management Not Supported
Chat Not Supported
Content Management Not Supported