Docusoft
docusoft.net
What it is
Docusoft provides cloud-based and on-premise information management and business process software. Its CloudFiler product organizes business documents with OCR search, email management and archiving, scanning, workflow, versioning and sharing. Teams can define filing structures, set user permissions and review an activity audit trail. The CloudFiler mobile app supports uploading, filing, searching, reviewing, workflow and sharing. Practice Manager combines CRM, document management, a secure portal, proposals, time recording and email triage for accountancy firms, with integrations including Microsoft 365, QuickBooks, Xero, FreeAgent, Stripe, GoCardless, Adfin, HMRC, WhatsApp and SMS. The branded Secure Portal supports document exchange, client uploads, approvals, electronic signatures, reminders and audit reporting. Docusoft says its cloud storage has 99.9% uptime, automatic backups and disaster recovery. Its listed products also include DocuEngager, Practice App, Proposals and DocuExtract. The company says its first DMS customer went live in 2003; it is based in Camberley, Surrey, and lists sectors including accountancy, insolvency, financial services, insurance, legal and healthcare. Pricing is available on request.
Spec sheet
- What it does
- Docusoft provides cloud-based document management solutions to store, manage, and secure business documents.Read 9 Oct 2026 · docusoft.net
- Intended users
- The site names accountancy, insolvency, financial services, insurance, legal, and healthcare as sectors it serves.Read 9 Oct 2026 · docusoft.net
- Audience
- Docusoft lists accountancy, insolvency, financial services, insurance, legal, and healthcare among the sectors it serves.Read 8 Oct 2026 · docusoft.net
- Platforms
- Docusoft says users can access CloudFiler through a web browser, desktop app, Outlook integration, accounting applications, and mobile devices.Read 8 Oct 2026 · docusoft.net
- Integrations
- The site lists Microsoft Office and Outlook add-ins for CloudFiler and says Proposals integrates with Xero and FreeAgent.Read 9 Oct 2026 · docusoft.net
- Security
- Docusoft describes its cloud infrastructure as secure and scalable, with automatic backups, disaster recovery, and encryption.Read 9 Oct 2026 · docusoft.net
- Support
- Technical support is available by email and phone, Monday to Friday from 9:00 to 17:30 GMT, with live chat during business hours.Read 9 Oct 2026 · docusoft.net
- Headquarters
- Camberley, Surrey, United KingdomRead 28 Sep 2026 · docusoft.net
- Founded
- 2003Read 28 Sep 2026 · docusoft.net
- Cloud availability
- The homepage states that Docusoft provides cloud storage with 99.9% uptime, automatic backups, and disaster recovery.Read 8 Oct 2026 · docusoft.net
- CloudFiler
- CloudFiler manages business documents with OCR search, email management, workflow, versioning, scanning, sharing, and a mobile app.Read 8 Oct 2026 · docusoft.net
- CloudFiler audit
- CloudFiler maintains a full audit trail of activity.Read 9 Oct 2026 · docusoft.net
- CloudFiler search and filing
- CloudFiler includes OCR search, email management and archiving, workflow, versioning, scanning tools, and user-defined filing structures.Read 9 Oct 2026 · docusoft.net
- Company history
- Docusoft's history page says its first DMS customer went live in 2003.Read 9 Oct 2026 · docusoft.net
- Document controls
- CloudFiler supports custom filing structures and user access permissions, and maintains a full activity audit trail.Read 8 Oct 2026 · docusoft.net
- Epson integration
- Docusoft says its Epson integration supports direct scanner control, automatic filing and indexing, and OCR data extraction.Read 9 Oct 2026 · docusoft.net
- Mobile app
- The CloudFiler mobile app supports document upload, filing, search, review, workflow, sharing, and access to client data.Read 8 Oct 2026 · docusoft.net
- Practice Manager
- Practice Manager combines CRM, document management, secure portal, proposals, time recording, and email triage for accountancy firms.Read 8 Oct 2026 · docusoft.net
- Pricing
- The pages reviewed direct visitors to book a demo or contact Docusoft; they do not state product plan prices.Read 8 Oct 2026 · docusoft.net
- Product suite
- Its listed products include CloudFiler DMS, Secure Portal, DocuEngager, Practice Manager, Practice App, Proposals, and DocuExtract.Read 9 Oct 2026 · docusoft.net
- Secure Portal
- The branded client portal supports secure document sharing, e-signatures, approval workflows, client uploads, automated reminders, and audit reporting.Read 9 Oct 2026 · docusoft.net
- Uptime
- The homepage states that secure cloud storage has 99.9% uptime.Read 9 Oct 2026 · docusoft.net
Plans and prices
Strong points and limits
Strong points
- OCR search and email management in CloudFiler
- User permissions and activity audit trail
- Mobile app supports filing, search and sharing
- Secure portal includes e-signatures and approvals
- Cloud storage states 99.9% uptime
Limits
- Pricing is available only on request
Who it suits
Docusoft suits organizations in the sectors it serves that need document management, controlled client exchanges or business workflows. Practice Manager is specifically aimed at accountancy firms.
Verdict
Docusoft combines document management, client exchange and sector-focused business tools, with mobile access and access controls. Buyers will need to contact the company for pricing details.
Where Specifiction places it
- Cloud Document Management Software#3 of 278.2
- Document Management Software#15 of 638.2