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DocuPhase Logo

Accounting Automation & Beyond.

Last updated: May 2024

DocuPhase Pricing, Features, Reviews and Alternatives

DocuPhase FAQs

Q. What type of pricing plans does DocuPhase offer?

DocuPhase has the following pricing plans:
Starting from: $500.00

These products have better value for money


Q. Who are the typical users of DocuPhase?

DocuPhase has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does DocuPhase support?

DocuPhase supports the following languages:
English


Q. Does DocuPhase offer an API?

No, DocuPhase does not have an API available.


Q. What other apps does DocuPhase integrate with?

DocuPhase integrates with the following applications:
Microsoft Outlook, NetSuite, SAP Business One, Salesforce Sales Cloud, Sage 500


Q. What level of support does DocuPhase offer?

DocuPhase offers the following support options:
24/7 (Live rep), FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, Chat

DocuPhase product overview

Price starts from

500

Other

What is 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.

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
In Person
Webinars
Live Online
Videos

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Why am I seeing this?

DocuPhase pricing information

Value for money

4.2

/5

85

Starting from

500

Other

Pricing options

Free plan
Subscription
Free trial
Pricing range

DocuPhase features

Functionality

4.3

/5

85

Total features

114

10 categories

Most valued features by users

API
Reporting/Analytics
Third-Party Integrations
Activity Dashboard
Data Import/Export
Real-Time Data
Reporting & Statistics
Drag & Drop

DocuPhase users reviews

Overall Rating

4.5

/5

85

Positive reviews

89

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.54/10
Rating distribution

5

4

3

2

1

50

26

8

1

0

Pros
Very stable, and easy user interface like being able to do query's for information and love the global search.
The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.
The experience with Treeno overall is highly satisfactory. The sales, engineering, and support staff are friendly, knowledgeable, and agile to fit the perfect EDM solution for all lines of business.
Cons
This is a difficult question for me because I have no experience with it or software of this type.
Some versions can be assigned to users and the latest version has no assigning. This leads to a sloppy workflow and cumbersome use.
Currently to have this setup docuphase will charge you for both as if it was another full suite. I disagree with this and licensing/price around this.
MW
AvatarImg

Marci W.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Installation and staff were pleasant to work with and very professional.

Reviewed 7 years ago

We were able to store our donor, vendor and employee files electronically and get rid of all of the majority of our filing cabinets. This also helps with our annual audit in the fact that a file can be viewed online instead of digging through old files to locate requested items.

Pros

The program is easy to use once you have everything set up. I have many donor and vendor files stored in iSynergy and love the ease of use. I can locate stored files with just a few keystrokes!

Cons

I would like the ability to print certain/select pages of a document instead of having to print the entire document. My workaround is to save the file on the network drive and then select the particular pages I want to print. I am also not able to email my stored files for some reason.

Vendor response

Hi Marci, We really appreciate your kind words, and your long-term support as a customer. I do think that I might be able to give you a hand with some of the small issues that you've listed below, and will reach out to give you a few ideas for printing and emailing more effectively. Thanks, Mike Morris Customer Success Manager

CD
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Carol D.

Construction, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Treeno

Reviewed 5 years ago

Overall, once we saw the whole system it was really easy to use.

Pros

I used this in my last job and I can't say enough good things. I really liked the ease of filing documents. I have used other programs in the past that just could not do the job.

Cons

I would have liked more upfront training. I didn't really get to see the whole system and how it worked until we were in it. We had to redo some filing which took some time.

PG
AvatarImg

Patricia G.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Docuphase is user friendly. It's fairly easy to learn the system.

Reviewed 7 years ago

This software makes data entry more streamlined and efficient. It saves time and makes data available to all users in our organization from town to field. The retention of this data is essential to record-keeping in our company.

Pros

It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.

Cons

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Vendor response

Hi Patricia, Thank you for reaching out. I think that there are some things that we could do to help regarding the cons you've listed, and I'd also like to hear more regarding your feedback on support. We take concerns there very seriously and want to ensure you feel well taken care of. Let's get together for a chat here soon! Thanks, Mike Morris Customer Success Manager

CW
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Chandra W.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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DocuWOW!!!

Reviewed 7 years ago
Pros

We selected DP as a way to manage documents internally, track notes on job files, and basically centralize all aspects of the file. We also are able to assign tasks to every employee and give them a daily worklist. DP also tracks the history of the file, so we can see where breakdowns in communication occur. We can also see prior version of documents so we can restore documents as needed. We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Cons

our old file data was not migrated to the system so anything older than 2013 was not searchable. some of the report functions do not work well for us. we are trying to implement new functionality to reduce redundancy and it is not going as well as we hoped. if the internet is down we cannot use the web based interface. We also do not know what will happen if we ever decide to migrate from this system, I do not know how we would access the data.

Vendor response

Hey Chandra, We really appreciate the kind words, and this review. If there's anything we can ever do for you regarding file import or conversion, we'd be happy to chat regarding options. Feel free to reach out to me personally or submit a ticket and we could review. Thanks, Mike Morris Customer Success Manager @ DocuPhase

JG
AvatarImg

Jerome G.

Hospital & Health Care, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Easy user adaptation, system could run a little faster though. Too much lag time sometimes

Reviewed 7 years ago

Each manager/director within a department can now have accountability for their department as well as each employee. Through rules based workflow and tracking via logs, each function can get closer to achieving operational efficiency.

Pros

Central Repository, Progression. Admin duties are relatively quick to pick up and learn. Alerts and real time statuses are the perfect way to get buy in from Departments new to the concept.

Cons

Patches take too long. Wish they would get feedback from users as to what is not working well for them. Wait is too long for iDatix customer support, bad for keeping day to day business afloat. Speed needs improvement.

Vendor response

Hi Jerome, We really appreciate your feedback. I'd love to arrange a call to discuss your feedback on our support team, and see how we can improve there. Please feel free to reach back out, and we can make that happen. Otherwise, thanks for the kind words regarding the platform. -Mike Morris Customer Success Manager

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