# Docusoft CloudFiler Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Docusoft CloudFiler the right Document Management solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/264964/Docusoft-CloudFiler/reviews --- Docusoft CloudFiler 4.7 (12) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Docusoft CloudFiler Ease of use 4.3 Customer Service 4.6 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AC Alan C. Partner Accounting Used the software for: 2+ years ### "A great solution for document management" August 12, 2022 5.0 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/) Reason 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 Response from DocuSoft August 18, 2022 Thank you for your amazing review. I have passed your recommendations for a cosmetic uplift to our development team. JJ Joanna J. Practice Director Accounting Used the software for: 6-12 months ### "Docusoft - A Game Changer" August 22, 2022 5.0 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. Reason 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 Response from DocuSoft August 26, 2022 Thank you for your kind review. We will continue to strive for excellence FC Freya C. Accounts Assistant Accounting Used the software for: 1-2 years ### "Document uploads" August 4, 2022 4.0 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 Response from DocuSoft 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. NB Nicholas B. Operations Manager Financial Services Used the software for: 6-12 months ### "New Client comments" August 12, 2022 5.0 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 Reason 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 Response from DocuSoft August 16, 2022 Thank you for your review of our CloudFiler solution. We are glad that everything has been smooth sailing! NB Nigel B. partner Accounting Used the software for: 2+ years ### "Docusoft review" July 21, 2022 5.0 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. Reason for choosing Docusoft CloudFiler More agile organisation that was very open to customer feedback Review Source Response from DocuSoft 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. MT Michelle T. Payroll Clerk Accounting Used the software for: 2+ years ### "Docusoft - so easy to use!" July 21, 2022 4.0 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. Review Source Response from DocuSoft July 25, 2022 Thank you for your kind review of Docusoft. ES Edwenna S. Payroll Administrator Accounting Used the software for: 2+ years ### "Easy to use and secure" July 21, 2022 5.0 Overall experience is very good. 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. Review Source Response from DocuSoft July 25, 2022 Thank you for your review of Docusoft. We are glad you like it! SH Steve H. Managing Director Accounting Used the software for: Less than 6 months ### "Exactly as described!" July 27, 2022 5.0 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 Reason for choosing Docusoft CloudFiler Personal recomendation Switched from [Virtual Cabinet](https://www.capterra.com/p/178595/VirtualCabinet/) Cloud availability Review Source Response from DocuSoft 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 Used the software for: 2+ years ### "Using Docusoft" July 21, 2022 4.0 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 Response from DocuSoft 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. AA Amit A. Partner Accounting Used the software for: Less than 6 months ### "Good software" September 30, 2022 4.0 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 JP Julie P. Payroll Manager Accounting Used the software for: 1-2 years ### "Docusoft" August 4, 2022 5.0 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 Response from DocuSoft August 9, 2022 Thank you for your kind review. We are really happy that you are liking our solution. CM Camilla M. Accountant Accounting Used the software for: Less than 6 months ### "Portal Management" August 11, 2022 5.0 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 Response from DocuSoft August 18, 2022 Thank you for your kind review. I am glad you like the portal element of our CloudFiler solution Similar Products Featured