Stop Running Your Firm Across 5 Different Systems
Replace your CRM, document management, client portal, proposals, time tracking and email with one fully integrated platform.
- Eliminate duplicate work and switching between systems
- Capture more billable time automatically
- Get full visibility across every client
How Docusoft Practice Manager Transforms Firm Operations
Structured, Automated Workflows
Docusoft Practice Manager provides out-of-the-box accountancy processes divided into clear, fully editable, and customisable stages. The system allows you to assign work based on specific roles, request documents or portal uploads, send templated emails or SMS messages, and trigger forms or automated reminders. The result is less chasing, greater control, and consistent delivery across your firm.
Time Recording That Feeds Billing
Users can record time directly on tasks, activities, or client calls utilizing role-based charge rates. The software permits you to start timers from anywhere within the platform and push time entries straight into Xero or QuickBooks. You can then generate invoices for time or add those entries to existing invoices, ensuring reliance on spreadsheets is eliminated and no revenue is missed.
Email Triage
Docusoft Practice Manager utilizes a genuine Microsoft 365 integration rather than a replicated inbox. Professionals can view and action Outlook emails directly inside the system, convert emails into CRM tasks, and file correspondence straight into the Document Management System. This structure prevents double deleting or synchronization issues, allowing your team to work exactly as they expect.
AI-Powered Insights with DocuAssist
Docusoft Practice Manager incorporates DocuAssist to answer queries and extract precise information directly from documents stored within the system. Professionals can create dedicated 'packs' to batch specific sets of documents, effectively limiting the artificial intelligence context to ensure highly targeted and accurate responses from a restricted source. Furthermore, the platform leverages these capabilities to deliver intelligent summaries and comprehensive reports based on user activities, granting your firm unparalleled visibility and operational efficiency.
Onboarding, Proposals & Payments — End to End
Transition from a prospect to an active client in one seamless flow. The platform manages risk assessments, document collection, and AML checks through integrated providers such as Veriphy. Firms can issue digital proposals featuring multiple packages, facilitate engagement letter signing via the secure portal, and capture payment details utilizing Stripe, GoCardless, or QuickBooks Pay. Consequently, the system will automatically create the resulting invoices in Xero or QuickBooks.
One Client Card. Total Visibility
Every client is provided with a single source of truth encompassing documents, emails, tasks, and time records. The centralized client card features direct integrations with Companies House and HMRC for Agent Authorisation, alongside full visibility into billing, invoices, and credits. Furthermore, it consolidates Email, SMS, and WhatsApp communication, providing custom reporting and filtered communications so everything required to manage the client is accessible instantly.
Automate Your Entire Workflow
Stop chasing clients and managing tasks manually.
DocusoftPM automatically:
- Moves work between team members
- Requests documents from clients
- Sends reminders and follow-ups
- Tracks progress across every job
Everything moves forward without you chasing it.
Capture More Billable Time
Most firms lose revenue because time is not tracked properly.
DocusoftPM:
- Record time on tasks, activities, or calls
- Start timers instantly
- Apply role-based charge rates
- Push time directly into Xero or QuickBooks
- Invoice instantly or add to existing invoices
No spreadsheets. No missed time.
Your Inbox, Finally Connected
DocusoftPM integrates directly with Microsoft 365.
- Turn emails into tasks
- Assign work to your team
- File emails into client records
- Keep everything linked to the job
No duplication. No switching tools.
AI-Powered Insights with DocuAssist
With DocuAssist, you can:
- Ask questions and extract precise information directly from stored documents
- Create dedicated "packs" to group specific documents for more accurate, targeted responses
- Limit AI context to controlled data sets for improved reliability and relevance
- Generate intelligent summaries based on document content
The result: faster answers, better visibility, and smarter decision-making across your firm.
From Prospect to Client in One Flow
Bring new clients onboard without the usual back-and-forth.
- Run AML checks
- Send proposals with multiple packages
- Capture e-signatures
- Take payment via Stripe or GoCardless
- Automatically generate invoices
From enquiry to engagement, everything is connected.
One Client View. No Guesswork.
Every client has a complete, real-time record:
- Documents and emails
- Tasks and workflow status
- Time tracking and billing
- Portal messages and communication
Everything in one place.
Most Firms Are Still Doing This
- Chasing documents across email
- Switching between systems all day
- Re-keying the same data
- Losing billable time
- Not knowing where work is
It feels normal. But it is costing more than you think.
Time, revenue, and control.
If that sounds familiar, you're not alone.
It's exactly why we built DocusoftPM.
One Platform. Everything Connected.
DocusoftPM is a fully integrated practice management platform built specifically for accountancy firms.
It brings together:
- CRM
- Workflow and process automation
- Document Management (DMS)
- Secure Client Portal
- Proposals and engagement letters
- Time recording and billing
- Microsoft 365 email integration
All built in. All connected. No bolt-ons.
Everything You Need in One Platform
DocusoftPM brings together every tool your firm needs — no more switching between systems.
CRM
Manage client relationships, track interactions, and keep every contact organised in one central hub.
Document Management
Store, organise, and version-control all client documents in a secure, searchable repository.
Client Portal
Share files securely, collect approvals, and collaborate with clients through a branded portal.
Task Management
Create, assign, and track tasks. Set priorities, deadlines, and dependencies — all in one place.
Workflow Automation
Automate repetitive processes, trigger actions based on events, and reduce manual follow-ups.
Time Tracking
Record time on tasks, start timers instantly, and push entries directly into Xero or QuickBooks.
Email Integration
View and action Outlook emails directly inside the platform. Convert emails to tasks and file them.
Digital Signatures
Capture legally binding e-signatures through the secure portal — no third-party tools required.
Team Collaboration
Share documents, leave comments, track changes, and collaborate in real time across your firm.
Replace Your Entire Tech Stack
Instead of juggling multiple disconnected tools, DocusoftPM gives you everything in one platform.
- Separate CRM
- Separate DMS
- Separate client portal
- Separate proposal tool
- Separate time tracking system
- Workarounds between systems
One platform replaces all of them.
Deep Integration with the Tools You Use Daily
Don't change how you work. Just make it smarter.
The Connected Practice
Seamless Data Flow
Client data moves effortlessly between CRM, document management, time tracking, and billing — no manual transfer, no re-keying.
Team Collaboration
Your entire team works from the same client data, tasks, and documents — eliminating silos and improving accountability.
Real-Time Visibility
Know exactly where every client job stands — from task status to billing — with dashboards and reporting built in.
Beyond Simple Storage. A Complete Practice Ecosystem
DocusoftPM is not just a place to store files. It is an end-to-end practice management platform that connects every part of your firm — from the first client enquiry to the final invoice.
- Centralised client data across all services
- Automated workflows from onboarding to billing
- Integrated document management with full version control
- Secure client portal with e-signatures
- Time tracking and billing integrated with Xero and QuickBooks
What Clients Say
"We were using a server-based document management solution but needed to move into the cloud. At the outset, our current provider didn't have this sort of offering and I had a personal recommendation to look at Docusoft."
"PBC Business Recovery had been looking for an all in one cloud system that could help us become much more paperless as well as having a clear view of what has happened to a document in it's life cycle and who has worked on it. We came across Docusoft CloudFiler, had a demo and just knew this was the right system for us."
"Having used the Docusoft DMS for over 10 years now, McAlister & Co has now transitioned to the new Docusoft CloudFiler, which gives us the flexibility we are looking for with both Desktop and Browser Apps, improved performance and accessibility, significantly enhanced client collaboration."
Loved by Next-Gen B2B Firms
Ready to Transform Your Practice?
Book a personalised demo and see how Docusoft Practice Manager can streamline your entire firm operations.
