Higher Education - Finance

Higher Education


Checks, purchase orders, and tax forms—all paperless. We eliminate the need for paper at the start for those common financial processes and more. From creating, capturing, indexing, archiving and processing, we help tackle the paper challenge upfront by streamlining workflows, reducing costs and unnecessary effort.

Tax Form Processing and Delivery

Tax form preparation made easy.


Our team works to save your office time and effort by processing and finalizing 1098-T’s, 1099’s and W-2’s for you. We import data through a fully customizable template to complete the initial process. We then print, pressure seal, and mail the forms, getting your staff back to the more pressing matters at hand.

Paperless AP Approval

Create, capture, and deliver AP checks.


Ensure that all documentation is easily accessible and cut down on manual paper-pushing of documents. In addition, seamless integration back to existing accounting systems allows for the automatic creation, capture and delivery of AP checks and correspondence.

Integrate to Existing Accounting Systems

Automatically file and index content.


Softdocs works with your existing accounting systems to streamline the labor-intensive process of capturing and filing content. We'll help to build automatic systems that can track, capture, and file away content exactly where it needs to be.

Authorize Tax Forms

Simple electronic authorization.


Authorization of important tax forms and documents has never been easier. Eliminate the hassle of printing, signing and scanning your forms with our sophisticated electronic signature capture.

Get a personalized demo today

Softdocs can help you reimagine your office-space. A new, paperless office with simpler, streamlined business processes.

  • Higher Education Overview

    Etrieve by Softdocs offers institution-wide software solutions for human resources, finance and student service eliminating manual paper-based processes for employees and students alike.

  • Etrieve in the Cloud

    Leveraging the Microsoft Azure platform for deployment and hosting, Softdocs provides institutions with 99.5% uptime availability for Etrieve's cloud enterprise content management.