Docusoft CloudFiler logo

Docusoft CloudFiler

Accounting Practice manager full of key features and benefits for any size Accounting firm.

What is Docusoft CloudFiler?

Our cloud document management solution is used by many accountancy and Insolvency firms for managing their clients data among other professional companies. Key features includes email and file capture, quick retrieval of documents and handy tools for internal and client collaboration. Our DMS integrates seamlessly with our Secure portal for E-signing that comes as part of the CloudFiler solution along with a CRM or Practice management solution.

Video

Features

Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Task Management
Time Tracking
Workflow Management
Archiving & Retention
Change Management
Compliance Management
Electronic Signature
Version Control
Access Controls/Permissions
Collaboration Tools
Data Import/Export
Document Generation
Document Storage
File Sharing
Search/Filter
Secure Data Storage
Approval Process Control
Audit Trail
Commenting/Notes

FAQ

The official website of Docusoft CloudFiler is https://www.docusoft.net/

Pricing

Starting at:

Pound 15/per month

Free Trial Available

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