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.

Integrations

Offers API?:
Yes, DocuSoft provides an API

Screenshots and Video

Company Facts

Company Name:
DocuSoft
Company Location:
United Kingdom
Company Website:
www.docusoft.net
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
On-Prem
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

DocuSoft Categories and Features

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Enterprise Content Management (ECM) Software

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

Document Version Control Software

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

Document Management Software

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 Control Software

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

Digital Signature Software

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

Data Extraction Software

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

CRM Software

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

Accounting Practice Management Software

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