--- description: Review of Docusoft CloudFiler Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Docusoft CloudFiler | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Document Control Software](/directory/4233/document-control/software) > [Docusoft CloudFiler](/software/362624/docusoft-cloudfiler) # Docusoft CloudFiler Canonical: https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler?page=2) > Docusoft CloudFiler is built for businesses that need to manage their contact/client data and documents. Docusoft have created this in the cloud with practical applications to help collaborate, sign, process, upload and retrieve documents with speed and agility. Three key solutions to help with this process are a document management, a secure client portal with E-signing and approval and a CRM system to manage clients and contacts. You can connect to the solution using the desktop applications, straight from a browser or via a mobile phone and tablet. > > Verdict: Rated **4.7/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 12 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: DocuSoft ## Commercial Context - **Starting Price**: £15.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Plans start from £15/month. Please contact DocuSoft directly for more details. - **Target Audience**: 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Ireland, South Africa, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Approval Workflow - Archiving & Retention - Audit Management - Audit Trail - Change Management - Chat/Messaging - Client Management - Client Portal - Collaboration Tools - Commenting/Notes - Compliance Management - Compliance Tracking ## Integrations (10 total) - Microsoft 365 - Microsoft Excel - Microsoft Outlook - Microsoft PowerPoint - Microsoft SharePoint - Microsoft Word - OneDrive - Windows 11 - Xero - Zapier ## Support Options - Email/Help Desk - Phone Support - Chat ## Category - [Document Control Software](https://www.softwareadvice.co.uk/directory/4233/document-control/software) ## Related Categories - [Document Control Software](https://www.softwareadvice.co.uk/directory/4233/document-control/software) - [Portal Software](https://www.softwareadvice.co.uk/directory/4405/portal/software) - [Document Version Control Software](https://www.softwareadvice.co.uk/directory/4278/document-version-control/software) - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) - [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software) ## Alternatives 1. [Contentverse](https://www.softwareadvice.co.uk/software/357028/contentverse) — 4.1/5 (19 reviews) 2. [NetDocuments](https://www.softwareadvice.co.uk/software/86522/schaefer) — 4.2/5 (50 reviews) 3. [MasterControl Quality Excellence](https://www.softwareadvice.co.uk/software/142000/mastercontrol) — 4.5/5 (526 reviews) 4. [M-Files](https://www.softwareadvice.co.uk/software/433195/m-files-dms) — 4.4/5 (274 reviews) 5. [Document Locator](https://www.softwareadvice.co.uk/software/335841/columbiasoft) — 4.6/5 (42 reviews) ## Reviews ### "A great solution for document management" — 5.0/5 > **Alan** | *12 August 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: We have been using DocuSoft for 15 years and it was very easy to install and transition from a paper environment. Back in the day email management was getting to be a big problem. Today the volume of email make a DMS vital for any professional services firm. One great thing about DocuSoft is the support team. They respond very quickly and normally are able to fix problems straight away. > > **Cons**: The dashboard could perhaps do with a refresh, but that is merely cosmetic. What matters is functionality, and DocuSoft works very well for our requirements. > > Overall we are very happy with DocuSoft as it works well. It provides us with a solid, dependable cloud-based document management solution which was vital during the Covid19 shutdowns and home working for all our team. ----- ### "Docusoft - A Game Changer" — 5.0/5 > **Joanna** | *22 August 2022* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: The two way client portal has been a complete game changer for our Business. This has eliminated the need for us to ask clients to make inconvenient trips to our office to deal with matters such as provision of identification or signing off documents as the client portal can now securely manage all of this administration. > > **Cons**: I'm yet to find anything negative to highlight in relation to using the software. > > From our initial engagement all the way through to roll out, all of the Docusoft team were engaged, supportive and answered all of our "silly questions" on the way. The data transfer was executed smoothly from our existing system to Docusoft Cloud with regular updates provided on progress, and the training delivery for our team was thorough so that we could use the software effectively from day 1. ----- ### "Document uploads" — 4.0/5 > **Freya** | *4 August 2022* | Accounting | Recommendation rating: 6.0/10 > > **Pros**: Uploading documents is easy to do, and the whole software seems user friendly and easy to navigate. > > **Cons**: On the desktop version, I cannot view the attachments on a document ----- ### "New Client comments" — 5.0/5 > **Nicholas** | *12 August 2022* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The service is easy to use both in terms of filing and retrieving documents. Documents can be easily located and we have the ability to forward and create tasks with any member of the team. The process allows us to move documents around the office without the need to physically print off so it saves on print costs as well as time. The portal allows us to sign documents, again, without the need to print off the document and there is a secure digital signature. The audit trail allows us to know what has happened to the document through its lifespan > > **Cons**: We have not come across any issues. Docusoft put together a CRM system for us and we were able to tweak this to our specifications. The support is excellent when requesting changes > > We have had a great experience from the initial remote install to ongoing use of the service and the additional benefits it brings. We are slowly removing the paper from the office and its great to see less physical filing ----- ### "Docusoft review" — 5.0/5 > **Nigel** | *21 July 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Tiered access by any staff members to any documents from any location provided internet connection is available so geographical location is not an issue. This becomes even more useful the longer that the product has been used no more searching or accessing physical archives, all the information is on screen. Client workflow is also handled well especially as we have two physical offices but work can be done from home and either office. This proved especially useful during the height of the recent pandemic as we did not have to change work practices, just geographical location of PC's. > > **Cons**: Portal integration with the main document management system could be better, but the portal itself works well and we use it extensively for the electronic apporval of documents. > > We have used the product for well over 10 years and would recommend it to others. We wouldn't have been using it this long if it didn't do what was required. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/362624/docusoft-cloudfiler) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data