Tax season doesn’t have to mean late nights and paper piles. For small businesses managing their accounting in-house, a document management system (DMS) like DocuWare can take the pressure off by organizing financial records, simplifying approvals, and supporting platforms like QuickBooks.

Here’s how document management helps small teams stay ahead—during tax season and all year long.

Centralized Storage for Key Financial Docs

From receipts and invoices to W-9s and payroll records, DMS keep important tax documents secure and searchable. With digital storage, you no longer need to hunt through filing cabinets or email chains to find the paperwork your accountant needs.

Documents can be uploaded automatically or scanned into organized folders, complete with metadata for easy sorting and retrieval.

Is your school district fully leveraging the BOCES reimbursement aid available for technology and printing solutions? Join us for an exclusive Lunch & Learn where we’ll explore how K-12 schools can streamline their print environments and tap into underutilized BOCES reimbursement aid to fund these improvements.

Event Details:
🗓 Thursday, June 12th
🕚 11:30 AM – 1:30 PM
📍 Dinosaur BBQ – Rochester, NY

What You’ll Learn:

• How Equitrac & Printix can reduce waste, simplify management, and improve document security in your schools
• Ways Power PDF supports digital learning and document collaboration
• Most importantly: How your district can tap into BOCES aid to fund these tools

You'll also have the chance to connect with peers and industry experts, ask questions, and enjoy a BBQ lunch on us.

Paperwork is part of every business, but managing it manually slows you down and increases the chance of errors. That’s where AI-powered Intelligent Document Processing (IDP) comes in. With DocuWare, businesses can automate and streamline how documents are captured, sorted, and stored—saving time and improving accuracy.

What Is Intelligent Document Processing?

Intelligent Document Processing (IDP) uses artificial intelligence to automate the handling of business documents. It recognizes data, extracts key information, and sends it exactly where it needs to go—without manual input.

Unlike basic scanning or OCR, AI-powered IDP learns patterns, understands context, and can adapt to different document types, even when formats vary.

How DocuWare Uses AI to Work Smarter

DocuWare takes IDP to the next level by combining AI with smart workflows. It can:

Every office prints documents daily, but few realize how much environmental impact their print fleet can have. From the energy consumed by printers to the waste generated by inefficient supply use, unmanaged printing quietly adds up to a bigger footprint than expected. For businesses aiming to reduce waste and cut costs, smarter print fleet management offers a clear solution.

Greener Printing With Smarter Fleet Management

Managed Print Services (MPS) focus on optimizing your entire print environment. This includes tracking how and when devices are used, identifying inefficient machines, and streamlining supply inventories to avoid waste. By adopting MPS, organizations gain better control over printing habits while supporting sustainability goals.

Managing documents is hard enough when everyone shares the same hallway—add multiple countries, time‑zones, and languages, and the challenge can feel overwhelming. Email attachments vanish, file versions collide, and sensitive data travels unsecured. A cloud‑first strategy becomes essential, and that’s exactly where DocuWare shines.

Working Across Borders Without Losing Control

DocuWare’s cloud platform replaces scattered folders with one secure, searchable repository accessible 24/7. Instead of juggling VPN logins or waiting for a colleague to wake up eight time‑zones away, team members can locate the exact document they need in seconds. Centralization removes the guesswork, while built‑in indexing ensures new files land in the right place automatically.