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Description
Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.
Description
Our innovative global insolvency software offers an economical solution for managing insolvency cases while facilitating effective communication with essential stakeholders. With features such as time tracking, detailed reporting, and robust data analytics, you can enhance your efficiency and make well-informed choices. Central to your workflow, IPS Cloud seamlessly integrates with any available external system, providing a smooth user experience. You can access case information from any location, free from concerns about infrastructure, updates, backups, or security, as we handle all those aspects for you. Developed by insolvency specialists at Turnkey, this SaaS platform guides you through every step of an insolvency case, ensuring compliance from the pre-appointment phase to the final resolution. As you progress through each case, interactive dashboards will draw attention to all statutory tasks, decisions, and approvals that require your focus. Beyond a mere insolvency case management tool, IPS Cloud is a comprehensive ERP solution that streamlines and supports your entire restructuring process, making it an indispensable asset for your operations. With its user-friendly interface and powerful capabilities, it empowers you to navigate complex cases with confidence and precision.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Encompass
No
Macquarie Telecom
No
Microsoft 365
Yes
PostWorks
No
SignIT
No
Turnkey Group
No
Virtual Cabinet
No
vCapture
No
Integrations
Encompass
Yes
Macquarie Telecom
Yes
Microsoft 365
No
PostWorks
Yes
SignIT
Yes
Turnkey Group
Yes
Virtual Cabinet
Yes
vCapture
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DocuSoft
Country
United Kingdom
Website
www.docusoft.net
Vendor Details
Company Name
IPS Cloud
Country
United Kingdom
Website
ips.cloud/
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Data Extraction
Disparate Data Collection
No
Document Extraction
No
Email Address Extraction
No
IP Address Extraction
No
Image Extraction
No
Phone Number Extraction
No
Pricing Extraction
No
Web Data Extraction
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Document Version Control
Access Controls/Permissions
No
Approval Process Control
No
Archiving & Retention
No
Audit Trail
No
Commenting / Notes
No
Document Check-in / Check-out
No
For Engineering Documents
No
Revision History
No
Version Comparison
No
Version Rollback
No
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
No
Content Lifecycle Management
No
Digital Asset Management
No
Document Management
No
Electronic Signature
No
Information Governance
No
Mobile Access
No
Search
No
Version Control
No
Workflow Management
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Bankruptcy
Bankruptcy Case Management
No
Calculators
No
Calendar Management
No
Client Management
No
Critical Date Alerts
No
Document Management
No
Electronic Filing
No
Exemption Management
No
Forms Automation
No
Legal Forms Library
No
Task Management
No
Time Tracking
No
