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A Practice Management Solution to automate your business operations

Fully customisable and easy to implement! A solution packed with features in use across many different business sectors.

Docusoft Practice

All the tools you need to manage your practice in a single system!

Task Manager

Assign jobs to team members with Task Manager. Track every task and manage deadlines to ensure the timely completion of each job.

Information management

Record, manage and use your client information to improve client relations, speed up workflows and send automatic reminders.

Time Recording and Billing

Accurately record and calculate cumulative time taken to complete clients tasks. Then generate invoices for client billing.

Task Manager

Create any task easily and link it with a client

Generate invoices for tasks by analysing associated time records for each client to be billed

Narrow your search results to identify specific tasks using powerful filters

All your practice information accessible in one central location; client information, client communications, tasks and appointments

Familiar 'Excel like' web user interface

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Information management

Fully customisable so you can capture every detail you need about your client

Import prospect and client company information direct from Companies House and synchronise updates

Advanced search let you filter your client list using selected criteria

Review your client's location on Google Maps; find directions, parking etc

Integration with Xero lets you open selected client's Xero information

Easy to use feature lets you export client information

Group fields to easily review and group client management information

Familiar 'Excel like' web user interface

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Commonly Asked Questions

Our system is browser based so as long as you are using one of the popular browsers and have a good internet connection, the system is compatible.

We offer a free demonstration through video conference and free trial may be provided subject to ongoing promotions.

Yes, our system features task management that can be useful even as a single user and even more useful with teams and you still benefit from the use of time management tools such as calendar and time records, tasks manager and secure document sharing and storage tools such as Portal and DocuDrive.

We recommend 25 mbps or higher.

Currently you will be able to generate invoice and also fetch existing client account information using Xero.

Currently we only have an English Language based system.

No, our system can integrate with Xero but you will need to purchase a license from Xero directly and link your account with Docusoft Practice manager.

Why Docusoft Practice?

Docusoft Practice management solution brings your administration and operations teams in sync
and empowers them to streamline day-to-day operations, manage time efficiently, schedule
events and simplify billing and client record management

CRM

Client information & data

  • View total number of clients and contacts
  • Clients added in the last week
  • Add and view favourite clients
  • Add new clients with a single click
  • Import clients from Companies house

task manager

Tasks

  • View total number of tasks at a glance
  • View tasks in progress
  • Graphic representation of tasks by type
  • Filter task list to quickly find what you need
  • Overdue tasks reported separately

calendar

Calendar

  • Book new appointments on the go
  • All upcoming events available on dashboard
  • Easily drag and drop tiles to reschedule events
  • Customise week and hours for efficient grid view
  • View team members' calendar

integration

Integrations

  • Fully integrated with Docusoft DMS.
  • Launch Portal and DocuDrive
  • Import and Sync data from Companies house records
  • Fetch data and generate invoices with Xero
  • Other integrations included for SharePoint, OneDrive, PostWork, etc

What our customers say...

Docusoft has been serving hundreds of clients across various industries over the last two decades with software solution to easily and securely manage and share documents and data.

“We have used the product for well over 10 years and would recommend it to others. We wouldn't have been using it this long if it didn't do what was required.”
Glover StanburyNigel Bennett

Partner
"Docusoft provided a greater level of engagement and support in our decision making process and offered a superior product to the other providers that our Business engaged with.”
LeonHermanJoanna Jeffrey

Practice Director
“Its been a good experience. A lot of setup time initially required but once this was all done, its plain sailing from there. The team at Doscusoft are patient and always there to help. The software can be tweaked and customised for your organisation.”
Lawrence & CoAmit Ambasna

Manager

Request FREE Demo

Book you free online demonstration of Docusoft Practice today. Find out in detail how you can improve the efficiency of your business processes and how our system can be tailored to meet the needs of your firm.

Get In Touch

Contact Us

Interested in any of our products? Talk to our experts today.

Office:

30 Craven Court, Glebeland Road, Camberley, Surrey GU15 3BS

Phone No:

+44(0)800 061 2515

Email:

info@docusoft.net

VAT:

822 6603 44

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