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SPECIFICTION
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Docusoft vs Generis CARA

Docusoft

docusoft.net

Generis CARA

generiscorp.com

Side by side

FigureDocusoftGeneris CARA
Price from—£65/mo
Free plan——
Free trial——
Open source——
WebYesYes
WindowsYes—
iOSYesYes
AndroidYesYes
API—Yes
Self-hosted—Yes
Plans published24
Spec score · Cloud Document Management Software8.2 (#3)7.9 (#14)
Founded20031997
HeadquartersCamberley, Surrey, United KingdomLondon, United Kingdom
IntegrationsThe site lists Microsoft Office and Outlook add-ins for CloudFiler and says Proposals integrates with Xero and FreeAgent.Generis names Google Suite, Office 365, Salesforce, Slack, and DocuSign as applications CARA can integrate with, and describes the platform as REST API driven.
Intended usersThe site names accountancy, insolvency, financial services, insurance, legal, and healthcare as sectors it serves.Generis describes CARA as serving regulated industries and lists life sciences, financial services, public sector, manufacturing, and engineering among its industries.
SupportTechnical support is available by email and phone, Monday to Friday from 9:00 to 17:30 GMT, with live chat during business hours.Generis describes a three-level support process and lists 24-hour support, training courses and videos, and multilingual support.

Plans

Docusoft

  • Docusoft + Epson Charge per ScanPriced on request
  • Docusoft solutionsPriced on request

Docusoft pricing →

Generis CARA

  • Core£65 a month
  • Professional£90 a month
  • Enterprise£115 a month
  • Enterprise+Priced on request

Generis CARA pricing →

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.

Visit docusoft.net

Generis CARA

Generis CARA has no write-up on Specifiction yet; its figures are above.

Visit generiscorp.com