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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Elyse® is a high-integrity controlled document management system that understands your data. Designed from the ground up to serve the people who use it, Elyse has a User-Centric data architecture that carefully mirrors the real world experience of how users expect controlled document management systems to behave. The result is: Users find what they need faster and experience less frustration. Administrators spend less time maintaining the system because there are fewer workarounds and customizations. Auditors have stronger evidence because foundational rules are hard wired. Organizations have a platform that is easier to validate and extend because it doesn't need program code to compensate for highly abstracted data. Your information is safeguarded through fully ACID-compliant data storage, integrated with a sophisticated security architecture. The system features role-based access control and detailed data permissions that facilitate scalability suitable for large enterprises. The document identifier namespace guarantees the uniqueness of document IDs right from the start, while also being format agnostic, which ensures smooth migration of existing data from legacy systems. For deployment in multi-user production environments, the licensing is designed to be low friction, offering a trust-based perpetual license per database instance without any recurring subscription or upgrade fees. Conversely, for single users or non-production scenarios, the product is free and retains all functionalities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 

Integrations

Microsoft 365 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$3,500
For multi-user production environment deployment the license is a low friction trust-based per-database instance perpetual license. There are no recurring subscriptions or upgrade fees. For single user or non-production use the product is free and fully featured.
Free Trial Yes 
Free Version Yes 

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 No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DocuSoft

Country

United Kingdom

Website

www.docusoft.net

Vendor Details

Company Name

Silkwood Software

Founded

2009

Country

Australia

Website

silkwoodsoftware.com

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

Document Control

Archiving & Retention Yes 
Automated Routing No 
Change Management No 
Compliance Management Yes 
Electronic Signature No 
Escalation Management No 
Periodic Review Yes 
Version Control Yes 

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