From reading and extracting data to annotation and conversion, Accusoft has the tools to help simplify the way enterprises process financial documents.

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Form Processing

Simplify financial forms management. FormSuite is an easy-to-use solution for identifying, capturing, and extracting form information. Process client forms and applications, tax documents, mortgages, and more.

Document Management

From viewing documents to converting old files, PrizmDoc provides comprehensive document management solutions. Collaborate on documents, route reviews and approvals, and convert multiple files types to one document for easy sharing.

Custom

Whatever your needs, we have a solution for you. Choose to use one or all features to simplify the way users manage documents.


Scan

Quickly scan forms onto a computer. FormSuite can handle a high volume of scanned forms quickly, saving you time.

Enhance

Use FormSuite’s image cleanup features to straighten forms, remove noise, and improve text for easy extraction.

Capture

Use OCR, ICR, and Barcode to read patient information. Save time by automatically capturing and extracting data without manual entry.

Convert

Convert multiple file types (CAD, Word, PDF, Excel) to PDFs and merge into a single document for easy sharing.

Store

Digitizing your forms saves on storage space and helps make archiving and searching documents easier.


View

Preview and view dozens of file types without downloading or installing additional applications. Stream document pages to easily work within larger documents.

Search

Search by word/phrase, begins/ends-with, wildcard, and more. Persistent hit highlighting lets users see multiple search terms in one document.

Redact

Auto-redact sensitive information quickly and easily. Redactions are burned into PDFs to ensure privacy.

Annotate

Add notes and comments to documents for review and collaboration. Our annotation tool provides version control and lets users print out documents with notes included.

Metadata

Add metadata to document headers and footers. Easily tag documents with patient numbers, names, and other information for quick search and sorting.

Merge & Convert

Convert multiple file types (CAD, Word, PDF, Excel) to PDFs and merge into a single document for easy sharing.


Scan

Quickly scan forms onto a computer. FormSuite can handle a high volume of scanned forms quickly, saving you time.

Enhance

Use FormSuite’s image cleanup features to straighten forms, remove noise, and improve text for easy extraction.

Capture & Retrieve

Use OCR, ICR, and Barcode to read patient information. Save time by automatically capturing and extracting data without manual entry.

Convert

Convert multiple file types (CAD, Word, PDF, Excel) to PDFs and merge into a single document for easy sharing.

Store

Digitizing your forms saves on storage space and helps make archiving and searching documents easier.

Search

Search by word/phrase, begins/ends-with, wildcard, and more. Persistent hit highlighting lets users see multiple search terms in one document.

Redact

Auto-redact sensitive information quickly and easily. Redactions are burned into PDFs to ensure privacy.

Annotate

Add notes and comments to documents for review and collaboration. Our annotation tool provides version control and lets users print out documents with notes included.

Metadata

Add metadata to document headers and footers. Easily tag documents with patient numbers, names, and other information for quick search and sorting.

Security

Control who can view, copy, print, and save documents. With Digital Rights Management and AES 256-bit encryption, documents are constantly protected.

Watermarking

Prevent unauthorized document copying with watermarking. This added security feature prevents copies from being presented as originals.

Try it for yourself

Use the PrizmDoc demo below to see how easy it is to search, annotate, redact, and electronically sign documents. Want to try FormSuite?