--- title: "Docusoft CloudFiler Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Docusoft CloudFiler. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Docusoft CloudFiler is a good fit for you!" source_url: "https://www.softwareadvice.com/document-version-control/docusoft-cloudfiler-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [Docusoft CloudFiler](https://www.softwareadvice.com/cms/docusoft-cloudfiler-profile/) / Docusoft CloudFiler Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/cms/docusoft-cloudfiler-profile/) Reviews [Alternatives](https://www.softwareadvice.com/cms/docusoft-cloudfiler-profile/alternatives/) # Docusoft CloudFiler User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 12 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.6/5 - Value for money: 4.9/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 8 reviews (67%) - 4 stars: 4 reviews (33%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ## Docusoft CloudFiler customer reviews Showing reviews 1-12 of 12 (page 1). ### A great solution for document management - Overall rating: 5/5 - Reviewer: Alan C. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Docusoft - A Game Changer - Overall rating: 5/5 - Reviewer: Joanna J. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Document uploads - Overall rating: 4/5 - Reviewer: Freya C. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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 --- ### New Client comments - Overall rating: 5/5 - Reviewer: Nicholas B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Docusoft review - Overall rating: 5/5 - Reviewer: Nigel B. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Docusoft - so easy to use! - Overall rating: 4/5 - Reviewer: Michelle T. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Easy to use and secure - Overall rating: 5/5 - Reviewer: Edwenna S. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall experience is very good. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Exactly as described! - Overall rating: 5/5 - Reviewer: Steve H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### 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 --- ### Using Docusoft - Overall rating: 4/5 - Reviewer: Rachel H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### 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 --- ### Good software - Overall rating: 4/5 - Reviewer: Amit A. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! --- ### Docusoft - Overall rating: 5/5 - Reviewer: Julie P. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I feel it is a very good software to use #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros It's easy to search for documents/clients #### Cons I can't think of anything I don't like about it #### Vendor response Thank you for your kind review. We are really happy that you are liking our solution. Replied August 2022 --- ### Portal Management - Overall rating: 5/5 - Reviewer: Camilla M. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Great for sharing information with clients in a safe secure way #### Cons A lot of information to take in at the beginning #### Vendor response Thank you for your kind review. I am glad you like the portal element of our CloudFiler solution Replied August 2022 --- Docusoft CloudFiler Reviews, Pros and Cons - 2026 Software Advice