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Ratings and Reviews 0 Ratings
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What is DocuSoft?
Docusoft partners with financial experts to design software and develop cutting-edge solutions tailored to their needs. We tackle challenges related to document management, cloud storage, client data administration, workflow optimization, and safeguarding information. Our offerings encompass a variety of services, including file sharing, document distribution, electronic signatures, and more. By collaborating closely, we aim to deliver top-notch software solutions for accountants, insolvency experts, financial consultants, and various professional service firms globally. Each interaction or business dialogue generates or alters files and documents, underscoring the importance of efficient management. Docusoft CloudFiler stands out as an exceptional tool for cloud document management, adept at handling your business communications seamlessly. Users can conveniently search, retrieve, create, automate, and process business documents from any web browser, ensuring accessibility and efficiency. Additionally, our advanced OCR search functionalities enhance the ability to review and manage documents effectively, streamlining workflows even further.
What is CloudFiles?
CloudFiles serves as a secure platform for file sharing and analytics, built with an emphasis on integration to help companies generate additional leads and understand the interests of potential clients. By augmenting your files with elite security protocols, detailed analytics, and powerful automation features, it enhances your sales workflows and increases conversion rates. Among the standout functionalities of CloudFiles are File Upload and Link Creation, Link Security through ID Verification, comprehensive Analytics, and Automations triggered by File Viewed events, all designed to improve operational efficiency and effectiveness. This tool not only ensures the safety of your data but also provides critical insights that can guide strategic planning and decision-making. Additionally, CloudFiles empowers businesses to tailor their approach based on the analytics it offers, leading to more informed and impactful customer engagement strategies.
Integrations Supported
Box
Dropbox
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Salesforce
Integrations Supported
Box
Dropbox
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$15 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
DocuSoft
Company Location
United Kingdom
Company Website
www.docusoft.net
Company Facts
Organization Name
CloudFiles
Date Founded
2021
Company Location
United States
Company Website
www.cloudfiles.io
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
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
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management