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Product & Service Guide

Solutions@ MBAF, LLC — PaperSave

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877-PAPER-99 (877-727-3799)

PaperSave approaches document management from a unique perspective compared to the other solutions in our document storage review, which makes it more difficult to assign a comparable rating to PaperSave. It is designed primarily to be a document management system that is linked to accounting systems such as QuickBooks, Microsoft Dynamics (GP, SL, AX, CRM) and Blackbaud.

PaperSave has a robust set of features and functions including integrated scanning, automated document retention, integrated e-mail, OCR image conversion, Office integration and more. A couple of more noteworthy features include the ability to search for documents from within the accounting software based on transaction data (i.e., vendor ID, order number, etc.) and direct integration with MS SharePoint to make documents available via your intranet or as an external client portal.

Pricing for the QuickBooks-compatible version ( is $199 for a single user; three users costs $499, and five users costs $699. The Enterprise edition ( is priced at $6,500 for three users and $400 for each additional user.

See inside July 2010

Personable Inc — Workflow DMS + SourceLink 2010

1863 Characters 800-688-4281 The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A […]


eFileCabinet, Inc. — eFileCabinet

2952 characters 877-574-5505 As the name implies, eFileCabinet is designed to emulate a traditional paper file cabinet. Core Functionality The files are organized in a typical cabinet > drawer > folder > sub-folder > document model. The initial view displays a list of client names as a link to their respective folders. The client’s […]