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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
Heretto is the ultimate AI-powered content operations platform for customer-driven companies. Empower users to resolve product issues independently with our end-to-end cloud-based CCMS, Deploy API, and Portal. Create, manage, and distribute personalized documentation seamlessly for exceptional content experiences.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Fluid Topics
Yes
Ingeniux
Yes
Microsoft 365
No
XTM Cloud
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
Yes
Mac
Yes
Linux
Yes
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
No
Vendor Details
Company Name
DocuSoft
Country
United Kingdom
Website
www.docusoft.net
Vendor Details
Company Name
Heretto
Country
United States
Website
heretto.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
Content Management
Audio Content
No
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
Yes
Image Editor
No
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
No
Website Management
No
Document Control
Archiving & Retention
Yes
Automated Routing
Yes
Change Management
No
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Document Version Control
Access Controls/Permissions
Yes
Approval Process Control
Yes
Archiving & Retention
Yes
Audit Trail
Yes
Commenting / Notes
Yes
Document Check-in / Check-out
No
For Engineering Documents
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
eLearning Authoring Tools
Content Import / Export
Yes
Course Publishing
No
Gamification
No
Instructor-Led Courses
No
Interactive Content
Yes
PowerPoint Conversion
Yes
Self-Paced Courses
No
Storyboarding
No
Template Management
Yes
Test / Quiz Creation
Yes
Video Management
No
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
No
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
No
Search
Yes
Version Control
Yes
Workflow Management
Yes
Help Authoring Tools
Collaboration Tools
Yes
Content Library
Yes
Drag & Drop Editing
No
Image Library
No
Import HTML / Word
No
Multi-Format Output
Yes
Offline Editing
No
Preview Output
No
Screenshot Tool
No
Search
No
Templates
No
Text Editor / Word Processor
No
Translation Tools
Yes
Version Control
Yes
Proofreading
Contextual Speller
Yes
Dictionary / Thesaurus
Yes
Grammar Check
Yes
Plagiarism Detection
No
Punctuation Check
No
Reporting & Statistics
No
Spell Check
Yes
Style Check
Yes
Text Editor
Yes
Translation Management
Billing & Invoicing
No
CRM
No
Collaboration
Yes
For Software
No
For Websites
No
Localization Automation
No
Machine Translation
No
Marketing Management
No
Order Management
No
Permission Management
No
Project Tracking
No
Quality Control
No
Quotes / Estimates
No
Resource Management
No
Terminology Management
No
Translation Analytics
No
Translator Database
No
Version Control
Yes
Workflow Management
Yes