Docusoft CloudFiler 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Docusoft CloudFiler

4.7

(12)

Pricing

Starting at £15.00 per month

About Docusoft CloudFiler

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.

Docusoft CloudFiler Screenshots

Docusoft CloudFiler Pricing and Plans

Starting price: £15.00 per month

Free Trial

Free Version

Basic

£15.00

per user, per month

No plan information available

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Docusoft CloudFiler Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Docusoft CloudFiler
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Change Management
Chat/Messaging
Client Management
Client Portal
Commenting/Notes
Compliance Management
Configurable Workflow
Content Library
Content Management
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Capture and Transfer
Data Import/Export
Data Security
Digital Signature
Document Automation
Document Capture
Document Check-in/Check-out
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Due Date Tracking
Email Management
Employee Portal
File Management
File Recovery
Filtering
For Accountants
For CPA Firms
For Engineering Documents
Forms Management
Full Text Search
Indexing
Knowledge Base Management
Messaging
Metadata Management
Mobile Access
Multiple Format Support
Optical Character Recognition
Progress Tracking
Project Management
Project Time Tracking
Quality Control
Real-Time Chat
Real-Time Notifications
Real-Time Reporting
Reminders
Reporting/Analytics
Reporting & Statistics
Revision History
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Secure Data Storage
Self Service Portal
Single Sign On
SSL Security
Staff Management
Status Tracking
Tagging
Task Management
Template Management
Time & Expense Tracking
Timer
Time Tracking
Training Management
Unified Directory
Version Rollback
Workflow Management

Docusoft CloudFiler Integrations

Microsoft Excel

Microsoft Outlook

Microsoft SharePoint

Microsoft PowerPoint

Microsoft Word

OneDrive

See all 10 integrations

Docusoft CloudFiler User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.3

Value for money

4.9

Customer support

4.6

Functionality

4.4

Alan C.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

A great solution for document management

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Docusoft CloudFiler

I met the founder who is still active in running the company. He has a great understanding of our business sector and we found DocuSoft would respond very quickly to any requests for change or ideas for improvements.

Vendor Response

Thank you for your amazing review. I have passed your recommendations for a cosmetic uplift to our development team.

Replied August 2022

Joanna J.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Reviewed August 2022

Docusoft - A Game Changer

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Docusoft CloudFiler

Docusoft provided a greater level of engagement and support in our decision making process and offered a superior product to the other providers that our Business engaged with.

Reasons for switching to Docusoft CloudFiler

Our Business made the switch to fulfil a strategic target to move our operations to being cloud based and allow our people to have a more flexible approach to working. Our previous provider had no cloud option for their product.

Vendor Response

Thank you for your kind review. We will continue to strive for excellence

Replied August 2022

Freya C.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 2 years

Reviewed August 2022

Document uploads

Ratings Breakdown

Ease of use

Functionality

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

Vendor Response

Thank you for your review. Please reach out to our support team as you should be able to view the attachments on the desktop version.

Replied August 2022

Nicholas B.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Reviewed August 2022

New Client comments

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing Docusoft CloudFiler

The product fitted our needs, the price was competitive compared to e-filing and the whole process was managed well. The addition of the CRM system meant we could really uplift our internal marketing operations

Vendor Response

Thank you for your review of our CloudFiler solution. We are glad that everything has been smooth sailing!

Replied August 2022

Nigel B.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed July 2022

Docusoft review

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Docusoft CloudFiler

More agile organisation that was very open to customer feedback

Vendor Response

Thank you for your review of Docusoft CloudFiler. We take all comments on board and we are glad on the whole you love our solution.

Replied July 2022

Michelle T.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed July 2022

Docusoft - so easy to use!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

An easy piece of software to use, super easy to save documents to the cloud and super easy to retrieve them. The portal is great way to share sensitive information with our clients and a great place to keep notes on our clients preferences. I have only had to contact Docusoft support on a handful of occasions and each time they have replied quickly and were able to remedy my problems.

Cons:

There are no cons for me as I find the software so easy and straightforward to use.

Vendor Response

Thank you for your kind review of Docusoft.

Replied July 2022

Edwenna S.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed July 2022

Easy to use and secure

Overall experience is very good.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The secure and easy to use portal for uploading and receiving data sensitive information.

Cons:

There have been some difficulties with the running of the software but the Support staff are always very helpful and prompt in correcting any minor issues.

Vendor Response

Thank you for your review of Docusoft. We are glad you like it!

Replied July 2022

Steve H.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Reviewed July 2022

Exactly as described!

From the sales team through to the technical team, nothing is too much trouble, and issue are resolved quickly and effectively.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

From the point of the online trial, through training and use, this product has proven to be effective and simple to use. The integration of online signatures has saved our business significant amounts of time. Would highly recommend to anyone in our industry.

Cons:

Given this is a cloud product, some of the larger files can take a while to download/synchronise

Reasons for choosing Docusoft CloudFiler

Personal recomendation

Reasons for switching to Docusoft CloudFiler

Cloud availability

Vendor Response

Thank you for your glowing review. We will endeavour to improve our customer support to win that 5 star rating.

Replied July 2022

Rachel H.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed July 2022

Using Docusoft

Ratings Breakdown

Ease of use

Functionality

Pros:

Ease of use and functions. It is fairly quick too.

Cons:

when there is an incoming letter to be scanned which relates to more than one client then it would be good to be able to scan it and then "cc" it to the remaining clients all in one scanning operation

Vendor Response

Thank you for your review of our solution. We take all comments on board and I have forwarded your scanning recommendation to our Dev team.

Replied July 2022

Amit A.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Reviewed September 2022

Good software

Overall its been a good exeperience. A lot of setup time initially required but once this was all done, its plain sailing from there.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The team at Doscusoft are patient and always there to help. The software can be tweaked (subject to management discretion) and customised to your organisation.

Cons:

It would be nice to have a document colur coded in red if any document is checked out. I understand this feature may be coming soon!

Showing 1 - 10 of 12 Reviews

See All Reviews

Docusoft CloudFiler 2026: Benefits, Features & Pricing

Overview

About Docusoft CloudFiler

Docusoft CloudFiler Screenshots

Docusoft CloudFiler Pricing and Plans

Docusoft CloudFiler Features

Docusoft CloudFiler Integrations

Docusoft CloudFiler User Reviews

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