DocStar ECM vs Docusoft

DocStar ECM manages enterprise documents and automates processes such as accounts payable, HR, and compliance-sensitive records. It can run in the cloud, on premises, or in a hybrid environment. Workflow tools route content for approval through custom rules, business conditions, alerts, and a workflow dashboard. Intelligent Data Capture provides OCR, barcodes, regex matching, automated indexing, and text extraction. Repository-wide text and metadata search works with configurable retention, disposition, and freezes. Listed integrations include Epicor ERP and Kinetic, Microsoft Dynamics, Microsoft Office, NetSuite, Oracle, Sage, Salesforce, SAP, Infor SyteLine, and UKG Pro. DocuSign eSignature can be added to workflow tasks and ad hoc actions. Security features include granular permissions, encryption, audit trails, and Active Directory or LDAP single sign-on; hosted service uses AWS. iOS and Android apps support capture, search, retrieval, and workflow actions. Licensing may be named, concurrent, or read-only. Pricing is on request.

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.