DocuPhase

4.5 (86)
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Accounting Automation & Beyond.

About DocuPhase

Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.

Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.

Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.

Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.

Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!


Key benefits of DocuPhase

Streamline and automate your accounting processes.
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.


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DocuPhase Software - Document Management
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month

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Reviews

Overall rating

4.5 /5
(86)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.3/5

Already have DocuPhase?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 86
Verified Reviewer
Overall rating
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Docuphase delivers the most Document Management and ECM bang for the buck!

Reviewed on 10/04/2018

We got great Document Management, to a really advanced degree, super Electronic Forms tools and an...

We got great Document Management, to a really advanced degree, super Electronic Forms tools and an automation workflow toolset that allows us to do much more with less, far better than other document management tools we've tested.

Pros

Docuphase is almost a 100% perfect product, missing maybe 2 feature evolutions out of all that the industry has to offer. To be this close to perfect is saying something!

Cons

Needs better support for Kofax VRS scanners, and could use 1-2 other upgrade enhancements. This software doesn't miss much, and should rule the Document Management arena.

Response from Docuphase

Thank you so much! We always appreciate hearing about your great experiences!

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A Promising Solution with some Performance Issues

Reviewed on 12/07/2023

Pros

DocuPhase offers an easy-to-use UI with a great intuitive design, ensuring a user-friendly experience. It excels as a solution for document workflow management, providing efficient automation and organization. With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results.

Cons

One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration. Performance-wise, it can be sluggish when loading large documents, taking several minutes to complete.

Response from Docuphase

Thanks so much for the feedback. We are constantly looking for ways to improve our product and add new enhancements. Please reach out to your Account Manager for more information on this.

Aaron
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

The program is very useful, but when there is a problem that I can't solve in-house, it's...

Reviewed on 29/03/2018

Saving time, providing all of our hard-copied data at our fingertips digitally.

Saving time, providing all of our hard-copied data at our fingertips digitally.

Pros

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

Cons

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

Response from Docuphase

Hey Aaron,

I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Verified Reviewer
Overall rating
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Always a positive experience when speaking w/ support. AD synch needs to be better & more...

Reviewed on 29/03/2018

Security. Flexibility. Customizable.

Security. Flexibility. Customizable.

Pros

Synchs with AD and security is easy to set up. Documents easy to find most of the time. Love the flexibility of in creating customized drop down lists and applications for storing documents.

Cons

Text searches will not return no data if the text is not exactly as it is in the database. Online help should take me to help for the version I am using. instead it takes me to help for the latest version which may or may not apply to the version that I'm currently on. Customers can't always upgrade precisely when a new version is release so the help link should be version specific.

Response from Docuphase

Hello,

Thanks so much for reaching out with your review. I really appreciate the kind words about support, and will relay the message to them. Regarding text searches, we can definitely help you regarding wildcard searches and I'd hope we can improve your experience there. Feel free to shoot me an email at [email protected] and we can discuss further. When we connect, I'll also talk you through the upgrade process and help information.

Regards,
Mike Morris
Customer Success Manager @ DocuPhase

Verified Reviewer
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our company utilizes PerfectForms, which I have no experience with. However, I love their...

Reviewed on 29/03/2018

Easy to maintain, excellent support and cost efficient.

Easy to maintain, excellent support and cost efficient.

Pros

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team. Their support will work around your schedule. If you don't have staff or resources to create the online form Docuphase is the best choice.

Cons

This is a difficult question for me because I have no experience with it or software of this type.

Response from Docuphase

Thank you so much for the kind words! We appreciate your business. If there's anything at all that we can do to assist further with forms, or other parts of your implementation, please don't hesitate to ask.

Thanks,
Team DocuPhase

Showing 5 reviews of 86 Read all reviews

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

DocuPhase offers the following pricing plans:

  • Free Trial: Not Available

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

DocuPhase has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

DocuPhase supports the following languages:

English

DocuPhase supports the following devices:

DocuPhase integrates with the following applications:

Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud

DocuPhase offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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