CloudFiler

CloudFiler – Document Management

Docusoft CloudFiler is a secure, cloud based document management system built for accountancy, legal and insolvency practices that need to manage business documents and client data in one place. From any device, users can scan, upload and file documents directly from local storage or the application they're working in, with a customisable filing structure and user level access permissions.

Powerful search tools and OCR make it fast to locate documents, while a dedicated Outlook and Microsoft Office add-in lets staff file and archive emails without leaving their inbox. CloudFiler also includes a PDF form filler, file versioning, document linking and a full audit trail, so practices always know who accessed or changed a file and when.

Clients benefit from a secure portal for sharing and e-signing documents, and teams can automate document workflows, review and approvals, cutting down on manual filing and chasing paperwork. With a mobile app for on the go access and integration with the wider Docusoft suite, CloudFiler gives practices one solution to store, manage and protect their documents and client data. Contact us today to book your demo.