Our Process

Our professional services team is comprised of business and technical resources who assist our customers with initial implementations and training, as well as ongoing system maintenance and education. Their expertise in the education sector allows for a better understanding of your business needs and processes, resulting in more successful technology implementations.

Ongoing Support

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Softdocs support never expires. As long as you leverage Softdocs' solutions, our support team is there for you.

Personalized Attention At Every Step

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From the sales process to implementation and support, you'll get a Softdocs team member assigned to you. We like to think that we're big enough to make a difference but small enough to know your name.

Totally Custom

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No two implementations are the same. We'll take the time to really understand your institution, and deliver you a solution that meets your exact needs.

Online Documentation & Support

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You can call us any time to speak to your support team member, but you'll also have access to a wealth of online support and documentation to make sure you're using your Softdocs products to their full potential.

Implementation Consulting

We recognize that every implementation is different, and in order for our solutions to provide the most value, they need to be implemented in a manner that best fits the needs of your organization. Our professional services team is comprised of individuals who are fluent in the education marketplace, with a primary focus on improving your daily operations and business processes.

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    You'll get the personal attention of a Softdocs team member dedicated to your case.

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    We can improve your processes even as we implement the Softdocs suite.

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    With over 600 implementations worth of experience, our team can address any challenge you have.

System Migrations

Have file structure changes, workflow modifications, or new products you want to deploy? No problem. We treat system migrations like any other implementation, ensuring that your data is not only converted efficiently, but that you are able to reap the full benefits of the Softdocs leading-edge functionality. Whether you are ready to do a complete system conversion from a legacy application, or looking to sync data and content between disparate systems, our staff is ready to assist with the conversion process.

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    Your personal migration team will handle all aspects of your implementation.

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    Increase the consistency of your data and content.

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    Our professional services team have a proven track record of successful migrations.

Records Conversion

As much as we would like to think that every institution has eliminated the use of paper, the reality is numerous filing cabinets and older imaging technologies still exist within schools. Our Records Conversion process can help reduce the amount of paper storage and reduce the challenges older technologies create. From special needs records to personnel files and beyond, digitize and consolidate paper, microfiche, and microfilm, in a standardized easy to access repository.

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    Store all your new, digital records in one place to ensure you never lose data again.

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    On-premises or cloud-based backups recover your data in the event of a disaster.

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    Eliminate the cost of outdated technology used to store, display and distribute your records.

We're partnered with the best.

From Ellucian to Microsoft, the Softdocs suite has been adopted by the most innovative, commanding names in our industry.

E-Forms Design

Electronic forms are allowing institutions to cut paper from the front-end. From admissions and financial aid applications in higher education to teacher contracts and AP processing in K-12, these forms can be great resources in helping reduce paper and improve processing times. Although some institutions choose to develop the fillable PDF and HTML forms on their own, our team can assist with the planning and development of these forms from start to finish, or just assist in modifications to existing templates and forms.

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    You'll have custom forms designed to fit your needs.

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    System administrators have access to design training by the Softdocs team.

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    Choose from dozens of designs in our pre-built form template library.

Tax Form Processing

Tax form processing and distribution is a tedious and costly task. Our professional services team has years of experience in offering a variety of tax form options from Standard 1098-T processing to 1099 and W-2 handling. Our forms and processes are updated regularly to ensure they meet annual IRS and government compliance regulations. The data is imported in a customizable form template, the forms are printed and pressure sealed, and out the door they go. We handle the dirty work and you never have to lift a finger.

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    Remain compliant with federal regulations.

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    Forms are prepped, processed, and mailed seamlessly.

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    Secure online form access for students, employees and vendors.

Training and Support

You'll receive a personal support team that will work closely with you to handle any and all challenges before, during and after implementation. When you call Softdocs, you'll speak to a real person assigned to your case who can talk you through any issue you may have.

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    We'll train your staff without interrupting daily business.

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    You'll never lose support due to an update or new product launch.

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    Our software is designed to be simple and user-friendly.

Get a personalized demo today

Interested in learning more about how our solutions can help transform your institution? Schedule a demo with us today for a firsthand look at our next generation software solutions in action.