Docusoft vs Hyland OnBase

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.

Hyland OnBase is an operational content management product for capturing and governing enterprise documents, automating content-centered workflows, and feeding data to business systems. Automated capture classifies and verifies business data from multiple sources. Configurable workflows, forms, and rules route documents and manage exceptions, while case management can cover documents, emails, tasks, approvals, compliance, and verifications. OnBase also supports secure document retention and destruction through the records lifecycle. Listed controls include OCR, version history, granular access control, audit logs, rule-based classification, legal holds, and disposition workflows. Reporting includes interactive dashboards and audit trails. Hyland says its solutions connect with more than 500 unique applications. Deployment options include on-premises and hosted configurations, and OnBase Mobile is accessed through the Hyland Mobile app for iOS and Android. Pricing is on request; the Base subscription is listed for 100 named users, without a price. A free plan is also listed. Hyland is headquartered in Westlake, Ohio, and was founded in 1991.