Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Docusoft review

#45 of 65 in Document Management SoftwareCloud Document Management Software

A broad document management suite for firms needing OCR, workflows and client portals.

4.9/10Editor score
Visit Docusoft
Docusoft4.9 Visit Docusoft

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

Docusoft pros and cons

  • 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.

Docusoft fact sheet, pricing and score →

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated · How we research and update