Docusoft
Docusoft: A broad document management suite for firms needing OCR, workflows and client portals. Ranked #45 of 65 in Document Management Software by our editors (4.9/10); pricing: Pricing on request; best for small firms needing client portals and OCR.
At a glance
- Editor score4.9 / 10
- PricingPricing on request
- Best forSmall firms needing client portals and OCR
- Access control levelGranular
- Founded2003 · Camberley, Surrey, United Kingdom
- Facts checked21 Sep 2026
Where it wins
- OCR-powered search helps locate documents across cloud storage.
- Client portals support sharing, approvals and electronic signatures.
- Microsoft Office, Outlook and 365 integrations fit familiar workflows.
Where it doesn't
- Pricing is handled through a sales conversation rather than self-serve plans.
- Its broad feature set may exceed the needs of teams seeking simple file storage.
- The named integrations are concentrated around the Microsoft ecosystem.
Our verdict on Docusoft
Docusoft is cloud-based document management software for businesses and professional practices, including accountancy, insolvency, legal, financial services, insurance and healthcare organisations. Its CloudFiler product brings document storage, OCR-powered search, email archiving, workflow automation, version control, permissions, audit trails and secure sharing into one system. Web, iOS and Android access, plus client portals, make it a fit for small firms that exchange documents with clients and need more control than a basic shared drive.
The strongest case for Docusoft is its breadth around document-heavy work. Teams can archive email, scan documents, fill PDF forms, maintain version histories and apply granular access controls. Secure client portals add document exchange, approvals and electronic signatures, while audit trails support visibility into document activity. Microsoft Office, Outlook and Microsoft 365 integrations should suit firms already working in that ecosystem. Buyers looking for OCR, controlled collaboration and client-facing document workflows will find the feature coverage aligned with those needs.
Pricing follows a contact-sales model, so Docusoft is better suited to firms prepared for a sales-led evaluation than to buyers choosing a published self-serve tier. The vendor presents both cloud-based and on-premise solutions, while CloudFiler is positioned as the cloud product. That broader deployment context may matter when comparing options, but teams wanting only straightforward file storage may not need its workflow, archiving, portal and approval capabilities. Choose Docusoft when client document exchange, Microsoft integration and document control are central requirements; consider a simpler tool when those needs are limited.
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Docusoft pricing
Docusoft fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Version history | Yes |
| Access control level | Granular |
| OCR | Yes |
| Audit logs | Yes |
| Storage limit | Not verified |
| Mobile apps | Ios_android |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001 |
| Support | Email, Live chat, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Microsoft Office, Microsoft Outlook, Microsoft 365 |
| Pricing | Pricing on request |
| Website | docusoft.net |
| Facts checked | 21 Sep 2026 |
Docusoft integrations
Docusoft lists 3 integrations on its own site.
- Microsoft Office
- Microsoft Outlook
- Microsoft 365
Alternatives to Docusoft
- Microsoft SharePointA Microsoft-integrated document management platform with granular control and workflow automation.9.3
- BoxA wide cloud content workspace for teams that need storage, workflows, and administration.9.1
- OpenText Documentum Content ManagementA governed repository for large enterprises managing complex, regulated content.9.0
See all Docusoft alternatives →
Also Ranked In
Docusoft is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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