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We continuously invest in our platform to deliver the features that matter most to our customers. This roadmap reflects our current priorities and is updated regularly as we release new capabilities.

Docusoft development roadmap

Completed

Delivered milestones from 2024–2025

Completed

CloudFiler Mobile App v2

Major update to mobile app with offline access, improved scanning, and push notifications

Q2 2024
Completed

DocuExtract AI Engine

AI-powered data extraction for bank statements, invoices, and receipts

Q3 2024
Completed

Practice Manager Core

Full practice management platform including CRM, DMS, portal, and time recording

Q1 2025
Completed

Microsoft Teams Integration

Deep integration with Microsoft Teams for document sharing and collaboration

Q2 2025
Completed

Enhanced E-Signature Workflows

Advanced signature placement, templates, and bulk send capabilities

Q3 2025
Completed

ISO 27001 Recertification

Successfully recertified for ISO 27001:2022 information security management

Q4 2025

In Progress

Features currently being built for 2026

In Progress

Practice Manager Enhancements

Expanded workflow engine, custom reporting, and SMS integration

Q2 2026
In Progress

AI Document Classification

Automated document classification and tagging using machine learning

Q3 2026
In Progress

Advanced Analytics Dashboard

Real-time business intelligence dashboard with custom KPIs and reporting

Q3 2026
In Progress

WhatsApp Business Integration

Client communication via WhatsApp with document sharing capabilities

Q4 2026

Planned

What's on the horizon for 2027

Planned

Practice Manager Mobile App

Full mobile experience for Practice Manager including time recording and approvals

Q1 2027
Planned

Open API Platform

Public API for custom integrations with third-party platforms and middleware

Q2 2027
Planned

Multi-language Support

Interface localisation for European and Asian markets

Q3 2027
Planned

AI-Powered Workflow Automation

Intelligent workflow suggestions and automated process optimisation

Q4 2027

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