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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.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Box
Dropbox
Google Drive
HubSpot CRM
HubSpot Customer Platform
Salesforce

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$15 per user per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online 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

CRM

Not specified

Data Extraction

Not specified

Digital Signature

Not specified

Document Control

Not specified

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

Portal

Not specified

Categories and Features

File Sharing

Not specified

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