Docusoft vs eQuorum ImageSite

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.

eQuorum ImageSite is an HTML5 engineering workflow and document management system for handling documents and drawings throughout their lifecycle, from creation and revision to approval, action, archiving, and destruction. It includes versioning, workflow automation, retention policies, audit trails, and electronic signatures. For CAD work, it connects with AutoCAD, Inventor, MicroStation, SOLIDWORKS, and NX, with reference-file associations, viewing, markup, and CAD property search. Users can view and mark up documents in a mobile browser without installing an app. ImageSite can be deployed on-premise or in a private cloud, with listed platforms including Android, iOS, web, Windows, and self-hosted. Integrations include Autodesk Vault, Microsoft Office and Outlook, SharePoint, SAP, Azure, OneLogin, AWS, Okta, and Google Suite. eQuorum describes encryption, single sign-on, multifactor authentication, and alignment with NIST, ITAR, and NERC/CIP guidelines. Its FAQ says there is no restriction on file count or size. Pricing is on request; there is no free plan, but a free trial is available.