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Docusoft Ltd.

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Docusoft Ltd.

Docusoft Cloudfiler Cloud document management - Anytime | Any Place | Any device

A professional software solution for electronic document and records management. DocuSoft provides the facilities for storing all types of information, from scanned paper document images to electronic files, MS-Word, MS-Excel and PDFs, E-Mails and E-Mail attachments. All files are securely stored in their natural format and once registered they cannot be deleted from the system. Access to secure information is controlled and an audit trail is automatically generated for all document activity. In addition a workflow system is provided to manage document distribution and control. DocuSoft software operates within a wide variety of industry sectors with an excellent understanding of each and every discipline involved. We pride ourselves on our ability to understand and carefully evaluate all information management requirements from your point of view. DocuSoft consultants are talented and resourceful people, utilising years of industry specific experience and technical knowledge to provide you with a service unsurpassed by all. We always work as a team, taking advantage of a massive resource of industry sector experience whilst following our tried and tested (but always improving) procedures. Easy to use and easy to implement - DocuSoft Document Management really does deliver significant business benefits.

14/10/2026

Every accounting firm has a process for onboarding a client, preparing accounts or filing a VAT return. The problem is that in many firms, these processes live in someone's head.

An automated workflow solution for accounting firms puts it on the screen instead.

Docusoft Practice Manager includes pre-built accountancy processes, each separated into clear stages. You can edit and adjust these to match how your firm actually works.

Each stage can:

• Assign work to the right person based on their role.

• Request documents from the client, including uploads through the portal.

• Send templated emails or SMS, so routine messages go out without anyone typing them again.

• Trigger forms or automated reminders, so deadlines don't depend on someone remembering.

The result is that everyone can track how client jobs are progressing, who is dealing with the job at a given stage, and what happens next. Managers spend less time chasing updates, and staff spend less time wondering what they're meant to do next.

If your firm's processes still run on checklists, spreadsheets and good intentions, discover how a structured, automated workflow can alleviate your workload.

Learn more: https://www.docusoft.net/solutions/practice-manager

06/10/2026

Most firms don't run on one system. They run on four or five, stitched together with exports, copy paste, and someone remembering which tool has the right version of a file.

Docusoft's practice management suite was built to close that gap.

Practice Manager handles clients, tasks, billing and deadlines in one place. CloudFiler stores and secures every document, with full audit trails and access permissions built in. DocuExtract pulls data straight out of PDFs and scanned files, so it doesn't need retyping. Together, they cover the day to day work of running a practice, not just one part of it.

The difference isn't any single feature. It's what happens when client records, documents, tasks and billing all sit inside the same system instead of five separate ones.

Less time spent moving information between tools. Fewer things missed because they lived in someone's inbox instead of the system. One place to look, rather than five.

If your practice is currently held together by a mix of tools that don't quite talk to each other, it might be worth seeing what one practice management suite can do instead.

Take a look at Docusoft: https://www.docusoft.net

02/10/2026

We are giving a 'talk' at Digital Accountancy Show UK 2026.

We are excited about joining a brilliant line-up and being part of the conversation around what’s next for the accountancy industry.

If you’d like to join us, you can find out more and register to attend the show here: https://invt.io/1lxb0hdp1nn

24/09/2026

£27,000 billed this month. Six clients. Six different totals.

Here's how one dashboard helps you keep track of it all.

Every hour logged against a client sits next to what's actually been invoiced, side by side, updated as the work happens. No waiting until the end of the month to find out time spent working for a client has not been billed.

The same screen shows:

Billings by client, so you can see who's been invoiced and who hasn't, at a glance.

Hours recorded versus hours invoiced; everything is logged, but nothing is unbilled for weeks.

Your top clients, ranked and ready, without pulling a separate report.

Time recording and billing are two of the easiest things to lose track of when they live in separate spreadsheets. Our solution gives you the tools needed to measure and log your time, assign it to a client and add it to an invoice. Being able to view it all on one screen means less time checking figures by hand, and less revenue quietly slipping through the gaps.

Take a look at Practice Manager: https://www.docusoft.net/solutions/practice-manager

17/09/2026

Many firms still have someone manually rekeying and typing numbers from PDFs and scanned documents into a spreadsheet. It's slow, it's tedious, and it's where mistakes happen.

DocuExtract is built to fix that.

It uses OCR and AI to pull data straight out of PDFs and image files. DocuExtract takes the data and presents it on your screen in a grid for immediate review. From there, you can export it to CSV or push it into other systems via integrations.

No retyping or 'copying and pasting' between documents and spreadsheets. Just data, presented on screen, ready to use.

If your team spends genuine time each week moving numbers from documents into other systems by hand, this is worth a look.

Learn more:
https://www.docusoft.net/solutions/docuextract

14/09/2026

We're going to Accountex Summit Manchester on 15 September 2026.

If your practice is running on a patchwork of different tools, this is a good chance to see what a proper reset looks like.

Come and find us on Stand F15 to see how Docusoft brings practice management, document management and data extraction together in one platform, instead of five separate logins.

We'll be showing how firms are using this to cut down on admin, keep client work organised, and free up time for the work that actually matters.

If you're heading to the show, come and say hello. We'd love to talk through where your current setup is holding you back.

Stand F15. See you there.

07/09/2026

An accountancy or professional services firm shouldn't have to juggle five different software systems to keep track of client information, tasks, and billing!

That's why Practice Manager is different.

It's an all-in-one practice management solution built specifically for accountancy and professional services firms, bringing your admin and operations teams together in one place so nothing falls through the cracks.

With Practice Manager, you can:

✅ Manage client information and records in one central hub.
✅ Track tasks and break down complex projects (audits, tax returns, compliance work) into manageable steps.
✅ Record time accurately and simplify billing.
✅ Schedule events and stay on top of deadlines.
✅ Integrate seamlessly with your existing document management system.

The result? Less time chasing admin, more time delivering value to your clients.

If your firm is still stitching together spreadsheets and email threads, using standalone tools, it might be time for a change.

🔗 Learn more: https://www.docusoft.net/solutions/practice-manager

02/09/2026

Why chase onboarding paperwork manually and waste your firm's senior talent's time?

If it takes stringing together half a dozen emails, chasing missing PDFs, and re-keying basic client details to get a simple engagement letter signed, then your firm wastes time before the real work starts.

That administrative burden eats straight into your profit margins.

DocuEngager strips out that hassle entirely. It consolidates your proposals, fillable forms, and legal eSignatures into one clean, automated sequence.

Here is what changes when you automate client engagement:

One-Click Onboarding Bundles:
Send your engagement terms, ID checks, and data requests in a single digital package, not separate attachments.

Zero Manual Chasing:
Automated reminders keep things moving in the background so your team doesn't have to play administrative phone tag.

Built-in Validation:
Clients complete structured digital forms on any device, reducing errors and cutting out manual data entry on your end.

Instant Sign-off:
Legal electronic signatures let clients authorise engagement packages in seconds, triggering your internal setup right away.

See how DocuEngager cuts out client friction:
https://www.docusoft.net/solutions/docuengager

26/08/2026

Sending confidential financial files or tax documents as standard email attachments is a major security risk. It also slows down your approvals and creates unnecessary friction for your clients.

It is time to modernise the client experience.

With Docusoft Secure Portal, you get a fully branded platform that makes document exchange and signing fast, simple, and safe.

Why firms switch to Docusoft Secure Portal:

• Bank-Grade File Exchange: Stop relying on unencrypted email attachments. Upload and receive sensitive files through a protected digital vault.

• Legally Binding eSignatures: Clients sign contracts, tax returns, and engagement letters directly from their phone, tablet, or laptop.

• Automated Chasing: Set automatic reminder prompts for outstanding documents so billing cycles stay on schedule.

• Custom Practice Branding: Deliver a seamless experience featuring your firm's logo and corporate identity.

See how Docusoft Secure Portal works for your firm: https://www.docusoft.net/solutions/secure-portal

14/07/2026

𝗪𝗵𝘆 𝗮𝗿𝗲 𝘀𝗼 𝗺𝗮𝗻𝘆 𝗨𝗞 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 𝗿𝗲𝘃𝗲𝗿𝘁𝗶𝗻𝗴 𝘁𝗼 𝗘𝘅𝗰𝗲𝗹 𝘁𝗼 𝗺𝗮𝗻𝗮𝗴𝗲 𝘁𝗵𝗲𝗶𝗿 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲𝘀?

If you browse recent industry discussions on Reddit, a frustrating pattern emerges. Accountancy owners are actively abandoning modern practice management software and going back to spreadsheets.

The reasons they cite are always the same:

• The American Tech-Bro Tax: Overseas platforms enforce aggressive per-seat pricing that heavily penalises firms employing part-time or seasonal staff.

• Clunky Interfaces: Software that feels as though it was designed without an accountant ever looking at the UI.

• Post-Acquisition Degradation: Legacy UK tools being bought out, leading to dropped support standards and threatening system bugs.

You should not have to choose between eye-watering software bills or manual spreadsheet chaos.

Docusoft Practice is built specifically for the workflows of UK accounting firms. We provide an integrated workspace that combines CRM, Document Management, and a secure Client Portal without the software clutter.

Here is how we solve the exact pain points discussed by real practice owners:

• Fair, Scalable Structure: Systems that accommodate your team without punishing your operational margins.

• Native UK Integration: Deep, built-in features including live Companies House data lookup, tailored directly to UK compliance.

• A True All-in-One Hub: Your tasks, emails, and client records sit in a single workspace, stopping the constant application switching that ruins your daily focus.

If you are tired of paying for bloated platforms your team only uses half of, it is time to look at a system engineered for clarity.

Explore a practice management platform that actually fits the way you work: https://www.docusoftpractice.net/

Address

30 Craven Court, Glebeland Road
Camberley
GU153BS

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Website

https://www.docusoft.net/

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