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Document Management Expert

Does your organization’s document management need its own management? We can help.

Document Management Made Easy

For the document-heavy entities looking for increased efficiency and customized solutions, we’ve teamed up with the leaders of the document management industry—including Square 9, Docuware, Laserfiche, and Paper Cut. These systems transform your data from a headache into a competitive advantage.

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Integrated Software Solutions

Document management must easily conform to the needs of any paper-intensive business. No matter your expertise or company size, you can enjoy custom integrated document management solutions to help you do better what you do best.

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Business Process Automation

Creating and maintaining workflow processes is simple thanks to our partner document management technologies. Easily automate your business processes from an array of adept and flexible system capabilities.

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Mobile Document Access

Whether working remotely or tending to sales opportunities in far-away places, having mobile access to systems capabilities has never been more critical. Thankfully, our document management solutions easily allow team members to engage in automated routing, escalations, notifications, and other workflow-related functionality from anywhere.

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Answers to Document Questions

Do you have document management questions? Our experts have answers.

Remaining Compliant with Financial Regulations

Financial institutions know how important it is to remain compliant with FINRA and SEC regulations. Our document management technologies ensure easy compliance—allowing for streamlined workflows and decreased costs.

Remaining Compliant with HIPAA Regulations

For any organization or company in the healthcare space, remaining HIPAA (Health Insurance Portability Accountability Act) compliant is a must. For this reason, the latest document management technologies are necessary to make HIPAA-compliant document management possible.


Digital signatures can often be difficult for companies and organizations to administer or maintain without the proper document management systems in place. Our document management partners are all equipped to manage ESIGN electronic signatures on behalf of the Uniform Electronic Transaction Act (UETA)—ensuring the proper authorization remains secure.

Hire to Retire

The employee onboarding process is no longer a hassle thanks to Hire to Retire system from Square 9. The system localizes personnel information to a singular updateable form. This system removes often-duplicate HR efforts regarding a single employee—simplifying the HR process for the employer and employee alike.

Purchase to Pay

Managing accounts payable cycles can be a bit of a pain, but it certainly doesn’t have to be. To simplify and streamline AP cycle management, Square 9’s Purchase to Pay system applies advanced end-to-end features to manage accounts payable cycles.

Customized Document Management Systems

No two companies are identical. No two organizations have the same document management needs. To provide your team with document management tools tailored to your unique requirements, you’re invited to reach out to one of our document management specialists.

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Got Questions? Ask Away!

Do you have any questions? We love questions! Whether you’re curious about certain business technologies or wondering if there’s a way to make specific tasks easier for your company, feel free to reach out. Your request will be sent to one of our friendly business solutions experts who will reply promptly. We’ll never share any of your data with outside entities.