Docusoft vs FileHold
Docusoft
docusoft.netFileHold
filehold.comSide by side
| Figure | Docusoft | FileHold |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 2 |
| Spec score · Cloud Document Management Software | 8.2 (#3) | 8.0 (#9) |
| Spec score · Document Management Software | 8.2 (#15) | 8.0 (#23) |
| Document controls | CloudFiler supports custom filing structures and user access permissions, and maintains a full activity audit trail. | Standard features include document version control, metadata capture, user roles and security, search, audit logging, document linking, and web access. |
| Headquarters | Camberley, Surrey, United Kingdom | Vancouver, British Columbia, Canada |
| Integrations | The site lists Microsoft Office and Outlook add-ins for CloudFiler and says Proposals integrates with Xero and FreeAgent. | The maker lists integrations including Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. |
| 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. | The maker says subscriptions include unlimited support and upgrade assistance. |
Plans
Docusoft
- Docusoft + Epson Charge per ScanPriced on request
- Docusoft solutionsPriced on request
FileHold
- Outright license purchasePriced on request
- Pay-per-user subscriptionPrice not published
In their own words
Docusoft
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.
FileHold
FileHold is a document management system for capturing, organizing, storing, locating, and managing business documents and records. It includes version control, metadata capture, user roles and security, search, audit logs, links between documents, and web access. Records retention and disposition tools support records management, while document workflows cover review and approval. For scanning and imaging, FileHold lists SmartSoft Capture. Named integrations include Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. Its web services API can create library objects, connect documents with metadata, and manage memberships; the maker says API tools and documentation are free. Deployment can be on a customer server or private cloud, or hosted by FileHold in an Azure facility in a country the customer chooses. Clients include browsers, a Windows desktop application, Safari on Mac, and mobile apps for current iOS and Android versions. Pricing is by quote, with no free plan. The two-week trial covers up to 10 users and requires a pre-installation session with a sales consultant.