HotDocs vs Ephesoft

Side-by-side comparison of features, reviews, pricing and more

HotDocs

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Basic

Starting at $25

Per user / month

Ephesoft

Category: Documentation Tool
Industries: Government, Healthcare, Education

Pricing

Contact for a Quote

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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HotDocs reviews

The flexibility in how we word the questions so that we get the best answers possible

- Angela K. Legal Administrative Assistant

I like the ability to input directly into the for ov via th eInterview method.

- Riva S. Office Manager

I am currently on classic. I enjoy the control over every character in the document and the scripting engine with debugger.

- Chad L. Program Manager

Ephesoft reviews

Our overall experience is very good. Our company is working with Ephesoft for over 4 years now and implemented the solution with many customers. The way you setup the workflow of Ephesoft is very easy and you can easily add or delete several modules depending on the customers needs. This makes the application a good fit for a large variety of business needs.

- Wouter V. Consultant

We have digitalized our company's HR documents using Ephesoft Transact within a few weeks of time

- Ashu P. Software Engineer

The Ephesoft application has been a great help to our department in collecting data. It is very sophisticated and automates the process well, which reduces per-project expenses and improves the precision of final reports. We can easily integrate and use it on any device, making it perfect for our needs.

- Muhand J. Senior Software Engineer

Pros & cons

HotDocs

Pros
It if very comprehensive-regarding surrogates courts and real estate documents
The tax forms are wonderful and helpful
While we use HotDocs ourselves, and have since 2012, our main use of HotDocs is now on behalf of our customers, who are mainly lawyers (in firms or in-house legal teams)
Once everything is set up, HotDocs is the most customized, helpful document assembly program out there
The ability to create my own forms and purchase pre-made sets of forms."

Cons
I also don't like the storage on the local drive
If a user forgets to back up to the server we can lose information and have no record
If you don't use it daily, you have to retrain yourself
I get inscrutable update messages and am fearful ty try
Don't make such an investment without considering that, in future years, you'll have no guarantee that you'll be able to renew your HotDocs substription on a basis that makes sense
The developers sold me on the product and disappeared after purchase."

Ephesoft

Pros
Once everything is installed, configured, it runs stable
The software's primary function does meet expectations, which is to classify documents given that good training images are provided
We have partnered with them for about five years at this point, and the improvements they've made to an already solid product have been really impressive
Very easy to set up an initial deployment
Ephesoft team is great -- lots of talent at multiple levels (leadership, sales, engineering, support, etc.)
Great solution at any installation, good performance and a lot of Options Customers really like to use and need."

Cons
Editing, updating and setting up changes is difficult and not user-friendly
Random errors come up daily, and need to manually restart batches as a fix
Sometimes batches get locked and can't be unlocked from UI, then need to do a DB update to unlock the batch
I'm really struggling to think of anything of significance at this point
Advance level training is not available as self-paced online
No certification for Basic Ephesoft Training and just completion."

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