Content Management
Collaboration
Security and Compliance
Smart Search on Metadata and Content
PDF Creation and Editing
Secure File and Folder Sharing
Document Request Lists
File Versioning
Store, Organize, and Classify Files
Folder Sync 
File and Content Security Permissions
OCR Processing
AES 256 Encryption
Multifactor Authentication and Access Rules
Content Governance and Lifecycle Management
Enterprise —
On Premise
All CFS Advanced PLUS:
Fully customizable plan for your needs. Please contact us for more information!
All CFS Core Features PLUS:
Periodic End User /
New User Training
All CFS Features PLUS:
Periodic End User / New User Training
New User Onboarding
New User Onboarding
Content and System
Security Setup Modification,
and Monitoring
Bulk Upload Rule Creation and Job Monitoring 
Workflow Automation Design and Creation
Content and System Security Setup Modification,
and Monitoring
Bulk Upload Rule Creation and Job Monitoring 
Metadata and Content Storage Hierarchy Setup
Advanced Data Classification Design, Guidance and Setup 
Folder Synchronization (Local to Cloud) Setup
and Monitoring
Metadata and Content Storage Hierarchy Setup
Document Scanner Setup 
Capture Process Setup
CFS Data Monitor Design and Creation
Folder Synchronization (Local to Cloud) Setup
and Monitoring
Document Scanner Setup 
Annually (Save 20%)
Monthly

Solutions for any size organization

Our services enable key outcomes such as reducing operational costs and risk, enhancing collaboration, and driving revenue growth.
CFS
starts at 5 users
$55
$44
/month
CFS Complete:
Advanced
starts at 10 users
CFS Complete:
Core
$96
starts at 10 users
Custom
$85
$66
/month
$58
/month
CFS Complete:
Advanced
/month
$55
Document Scanner Setup 
Folder Synchronization (Local to Cloud) Setup
and Monitoring
CFS Data Monitor Design and Creation
Capture Process Setup
Document Scanner Setup 
Metadata and Content Storage Hierarchy Setup
Folder Synchronization (Local to Cloud) Setup
and Monitoring
Advanced Data Classification Design, Guidance and Setup 
Metadata and Content Storage Hierarchy Setup
Bulk Upload Rule Creation and Job Monitoring 
Content and System Security Setup Modification,
and Monitoring
Workflow Automation Design and Creation
Bulk Upload Rule Creation and Job Monitoring 
Content and System
Security Setup Modification,
and Monitoring
New User Onboarding
New User Onboarding
Periodic End User / New User Training
All CFS Features PLUS:
Periodic End User /
New User Training
All CFS Core Features PLUS:
Fully customizable plan for your needs. Please contact us for more information!
All CFS Advanced PLUS:
Content Governance and Lifecycle Management
Multifactor Authentication and Access Rules
AES 256 Encryption
OCR Processing
File and Content Security Permissions
Folder Sync 
Store, Organize, and Classify Files
File Versioning
Document Request Lists
Secure File and Folder Sharing
PDF Creation and Editing
Smart Search on Metadata and Content
Security and Compliance
Collaboration
Content Management
starts at 10 users
Custom
$96
Annually (Save 20%)
Monthly
Solutions for any size organization
Our services enable key outcomes such as reducing operational costs and risk, enhancing collaboration, and driving revenue growth.
CFS
starts at 5 users
$66
/month
/month
starts at 10 users
CFS Complete:
Core
Enterprise —
On Premise
Plan comparison

CFS

CFS with Core Services

CFS with Advanced Services

Enterprise —

On Premise

Easy Growth
Users
5
10
10
Custom
Storage
1 TB
1 TB
1 TB
Custom
Additional Storage
1 TB
$30 Annually
$35 Monthly
1 TB
$25 Annually
$30 Monthly
1 TB
$20 Annually
$25 Monthly
Custom
Single file upload limit
150 GB
150 GB
150 GB
Custom
Platform Security
Built-in content security and permissions
Encryption in-transit
and storage
Multifactor Authentication
Built In Malware Detection
SAML Single Sign-On
SOC 2 and HIPPA compliance
Solution Implementation
CFS Onboarding Service
Content Management
Store, Organize,
and Classify Files
Smart Search on Metadata and Content
PDF Creation
and Editing
OCR Processing
Collaboration
Secure File and Folder Sharing
Document Request Lists
File Versioning
Folder Sync
Content Capture
Webforms
Automated File Import
Print to CFS
Email to Folder
Security and Compliance
File and Content Security Permissions
AES 256 Encryption
Multifactor Authentication and Access Rules
Content Governance and Lifecycle Management
Work Management
Approvals and Task Management
Project Management
Publish and Launch Applications
Report on
Automation
Analyze, Classify, and Secure Inbound Content
Dynamically Fill and Store PDF Forms
Assign Tasks using auto content analysis
Share Content with 3rd Party Line of Business Systems
Exclusive Features
Periodic End User / New User Training
New User Account Onboarding
Content and System Security Setup and Modifications
Metadata and Content Storage Hierarchy Setup
Folder Synchronization (Local to Cloud) Setup and Monitoring
Document Scanner Setup
Bulk File Upload Rule Creation and Job Monitoring
Advanced Data Classification Design, Guidance and Setup
Workflow Automation Design and Creation
CFS Data Monitor Design and Creation
Capture Process Setup
CFS Automated Document Recognition and Analysis Queue; setup, management, monitoring