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Document Management for Accountants & Business Advisors

Accountancy firms manage documents across emails, accounting software, shared drives, and paper records. Bringing everything together in one secure platform eliminates information silos and improves productivity.

  • Centralised document storage
  • Secure client file management
  • Email and document capture
  • Easy search and retrieval
  • Anywhere access for remote teams

Reduce reliance on paper and disconnected filing systems while giving staff instant access to the information they need.

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Transform the way your practice manages information

Docusoft CloudFiler helps accountancy practices securely store, organise, share, and manage business-critical documents in a single cloud environment.

  • Workflow automation
  • Secure client portal
  • Electronic document signing
  • CRM integration
  • Audit-ready compliance controls

Access documents through your browser, desktop application, or mobile device for complete flexibility.

Arrange a demonstration to see how it works

Looking for right sector?

For choose a specific sector please arrange a meeting for more information.

Docusoft offers great flexibility in its configuration, allowing an accountancy practice’s filing structure to be fully customised. A standard accounting template, developed for and enhanced by our accountancy clients, helps make the system easier for our accounting clients to understand. Docusoft provides extensive search, retrieval and display options for all client documents, including emails, scanned paper and electronic files.

Docusoft CloudFiler includes the functionality that accountants need to ensure they remain compliant with the many various regulations that can apply. A secure and comprehensive audit trail allows access to client files to be authorised at a granular level. The cloud system significantly reduces storage and minimises local storage costs by alleviating a practices dependence on expensive in-house servers and consequent IT support costs. Docusoft stores all documents in the native formats and is very easy to use.

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Docusoft Software for Accountancy

Ready to revolutionize our service?