# Docusoft CloudFiler Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Docusoft CloudFiler Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/264964/Docusoft-CloudFiler --- # Docusoft CloudFiler Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Docusoft CloudFiler ## 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. ## What is Docusoft CloudFiler used for? [Document Management](https://www.capterra.com/document-management-software/)[Portal](https://www.capterra.com/portal-software/)[Document Version Control](https://www.capterra.com/document-version-control-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £15 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Docusoft CloudFiler?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.docusoft.net&name=Docusoft CloudFiler) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Docusoft CloudFiler 4.7 (12) VS. [4.5 (528)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting Price £15 Per User, Per Month Starting Price $25000 Other, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (12) Ease Of Use 4.1 (19) Value For Money 4.9 (7) Value For Money 4.2 (14) Customer Service 4.6 (8) Customer Service 4.5 (17) ## Docusoft CloudFiler alternatives [4.6 (42)](https://www.capterra.com/p/16872/Document-Locator/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (52)](https://www.capterra.com/p/28370/PinPoint/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Contentverse](https://www.capterra.com/p/131559/Contentverse/) [4.1 (19)](https://www.capterra.com/p/131559/Contentverse/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131559/Contentverse/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Storage 5.0 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Secure Data Storage 4.6 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Data Security 5.0 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Client Portal 4.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients File Sharing 5.0 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Access Controls/Permissions 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Docusoft CloudFiler 92 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Track and monitor efficient handling of all changes/transitions Communicate using direct chat or messages within the system Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import, collect, and capture data from multiple sources Import and export data to and from software applications Protect sensitive data for digital privacy Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Document Check-in/Check-out Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Online portal where employees can access and track their own information Convert files to a different format Create, save, and store files Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Find & retrieve relevant data or documents Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Compile and organize data into specific metrics Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Communicate using messages within the system Collect and maintain structured information that describes data or content Access software remotely via mobile devices Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Ability to recognize printed or written text within digital images or scanned documents Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Ensure that quality requirements and standards are met across production processes Engage in direct, instant messaging with customers, users, etc. Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Store, modify, and track user accounts and access in a centralized directory Track revisions and updates made to files and navigate between different versions The process of reverting to a previous version or state Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (12) 4.4 Based on 12 reviews ## Pricing Value for money 4.9 (7) Free Trial Basic £15.00 Per User,Per Month Value for money 4.9 (7) 4.9 Based on 7 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (8) 4.6 Based on 8 reviews ## User reviews Overall rating 4.7 Based on 12 reviews Filter by rating 5(8) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AA Amit A. Partner Accounting ### "Good software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 30, 2022 Overall its been a good exeperience. A lot of setup time initially required but once this was all done, its plain sailing from there. 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! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Joanna J. Practice Director Accounting ### "Docusoft - A Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 22, 2022 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 26, 2022 Thank you for your kind review. We will continue to strive for excellence AC Alan C. Partner Accounting ### "A great solution for document management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2022 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. 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. Alternatives considered [Laserfiche](https://www.capterra.com/p/62196/Laserfiche/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 18, 2022 Thank you for your amazing review. I have passed your recommendations for a cosmetic uplift to our development team. NB Nicholas B. Operations Manager Financial Services ### "New Client comments" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2022 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 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 16, 2022 Thank you for your review of our CloudFiler solution. We are glad that everything has been smooth sailing! CM Camilla M. Accountant Accounting ### "Portal Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 11, 2022 Pros Great for sharing information with clients in a safe secure way Cons A lot of information to take in at the beginning Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 18, 2022 Thank you for your kind review. I am glad you like the portal element of our CloudFiler solution JP Julie P. Payroll Manager Accounting ### "Docusoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 4, 2022 I feel it is a very good software to use Pros It's easy to search for documents/clients Cons I can't think of anything I don't like about it Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2022 Thank you for your kind review. We are really happy that you are liking our solution. FC Freya C. Accounts Assistant Accounting ### "Document uploads" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 August 4, 2022 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2022 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. SH Steve H. Managing Director Accounting ### "Exactly as described!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 July 27, 2022 From the sales team through to the technical team, nothing is too much trouble, and issue are resolved quickly and effectively. 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 Switched from [Virtual Cabinet](https://www.capterra.com/p/178595/VirtualCabinet/) Cloud availability Reasons for choosing Docusoft CloudFiler Personal recomendation Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2022 Thank you for your glowing review. We will endeavour to improve our customer support to win that 5 star rating. RH Rachel H. Administrator Financial Services ### "Using Docusoft" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 21, 2022 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 26, 2022 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. NB Nigel B. partner Accounting ### "Docusoft review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 21, 2022 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. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 26, 2022 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. [View all Reviews](https://www.capterra.com/p/264964/Docusoft-CloudFiler/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)