News

August 1, 2024 – CASO Document Management announces the release of EasyFile V5.1, the most advanced version of its cloud-based document management system. This update introduces a host of new features designed to enhance your document management experience and improve productivity. Key highlights include faster image rendering and enhanced annotation tools in the Web Viewer, along with customizable interface options and language localization. The update also integrates AI for efficient scanning and data capture, web-based scanning, and bulk record matching and merging. Security is bolstered with DUO MFA/SSO, Microsoft Entra ID, and Okta integrations, ensuring robust protection and streamlined user authentication.

May 7, 2024 – CASO Document Management announces a strategic partnership with Corelation, the creator of KeyStone core processing software trusted by Credit Unions to provide financial services for their members. CASO optimizes the powerful ApplicationXtender (AppEnhancer) solution for seamless integration with Corelation’s KeyStone core processing software. Credit Unions can effortlessly archive member files and financial documents with these powerful solutions. Additionally, CASO offers a suite of complementary modules, including Workflow, Retention Management, eForms, and User Permissions Reports, further enhancing processing power and operational efficiency. This collaboration ensures Credit Unions a seamless and productive experience, enhancing member satisfaction and organizational success.

January 25, 2024 – CASO Document Management (CDM) has successfully completed the acquisition of Stars Information Solutions. This strategic move enhances CASO’s industry footprint, bringing together two industry stalwarts to deliver even more robust and innovative document management services to clients worldwide.

October 18, 2023 – CASO Document Management (CDM) is excited to participate in NYSID’s 2023 Annual Meeting taking place at Rivers Casino and Resort in Schenectady, NY. The event serves as a platform to honor and celebrate the remarkable contributions and achievements of individuals, organizations, and employees dedicated to advancing the mission and objectives of NYSID. CDM takes great pride in its partnership with NYSID, actively fostering numerous employment opportunities for New York residents.

August 11, 2023 – CASO Document Management (CDM) proudly announces the successful completion of the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type II audit. This accomplishment signifies CASO’s steadfast commitment to upholding the highest standards in processes, procedures, policies, and data security practices, catering to both regulated and non-regulated entities. Having maintained SOC 2 Type II certification since 2015, CASO reaffirms its dedication to ensuring the integrity and security of information, reinforcing its position as a trusted and reliable service provider in the industry.

November 28, 2022 – The Fedcap Group held its annual Celebration of the Power of Possible Gala at Cipriani in Midtown Manhattan. The event highlighted how integration of the work within our practice areas is the “secret sauce” in helping people achieve sustainable, economic well-being. The stories from consumers during the event demonstrated the significance of our integrated work and the value in never giving up.

August 8, 2022 – The Fedcap Group held its annual Golf Tournament at Quaker Ridge Golf Club in Scarsdale, New York. Twenty-two golf foursomes played under beautiful summer skies at the highly regarded par-70 course designed by renowned golf course architect A. W. Tillinghast. The event supports young people who are transitioning from foster care and preparing for college and careers. These extraordinary young men and women, at risk of homelessness and joblessness, can now be provided with mentorship, high impact internships, and assistance in applying to and graduating from college. CASO Document Management (CDM) is a proud sponsor of this event.

February 28, 2022 – CDM earns SOC 2 Type II Recertification. CASO Document Management (CDM) has completed the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type II audit.for the 8th consecutive year. The audit validates CDM’s efforts to maintain data security practices of the highest standard for regulated and non-regulated entities alike. CDM has achieved SOC 2 Type II Certification each year since 2015.

February 1, 2021 – CASO Document Management (CDM) Acquires ScanPoint and Extends Content Management Capabilities. ScanPoint, the leading content management developer based in Orlando, FL, confirmed today that it has been acquired by CASO Document Management (CDM), headquartered in New York City, The acquisition brings several exciting and complementary products into the CDM portfolio, including EasyFile® Content Management, ScanPoint® Professional Connector, DocBuild Plus™ and Virtual TWAIN™. This is the sixth major acquisition for CDM, and a significant step forward in its mission to provide world-class document management solutions on a global scale. CDM will maintain the Scanpoint office in Orlando, adding to its service bureaus in New York, San Antonio and Pittsburgh. ScanPoint’s renowned technical expertise and proven track record are an ideal fit for CDM, as it further establishes itself as the industry leader in document management, workflow automation and Enterprise Content Management (ECM) solutions. CDM proudly welcomes ScanPoint to the CDM team.

December 16, 2020 – OpenText Releases ApplicationXtender 20.4
OpenText today announced the availability of ApplicationXtender (AX) 20.4, which adds OpenText Output Transformation Server (OTS) integration for capturing digital print streams. Organizations can now organize and digitize large volumes of print or PDF-based reports in a single step. The update also includes enhancements to users’ existing application integration, metadata management, document search, process tracking, UI performance, and more. CASO Document Management (CDM) looks forward to helping clients upgrade to the latest version and improving the flow of their business.

September 25, 2020 – CASO Document Management (CDM) maintains Preferred Source status in latest NYSID Compliance Review. NYSID, an essential employment resource for individuals with disabilities in the state of New York, confirmed today that CASO Document Management (CDM) meets all requirements to continue as a Preferred Source vendor. NYSID relies on innovative companies such as CDM to help further its mission of empowering people with disabilities through approved Preferred Source job opportunities. CDM is proud to be aligned with this important cause and welcomes the opportunity to work with NYSID compliant partners.

September 21, 2020 – CASO Recertified for SOC 2 Type II
CASO Document Management (CDM) has completed the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type II audit. This extensive audit validates CASO’s efforts to maintain processes, procedures, policies, and data security practices of the highest standard for regulated and non-regulated entities alike. CASO has been SOC 2 Type II certified since 2015.

August 31, 2020 – CASO renewed as OpenText® Silver Reseller. CASO Document Management (CDM) is proud to be an OpenText Silver Reseller & Support Partner for another year. OpenText, the global leader in Enterprise Information Management (EIM), awards this distinction to value-added resellers with marked achievement in OpenText service and support. CDM will be rewarded with enhanced marketing support to expand potential reach in delivering OpenText solutions worldwide.

August 11, 2020 – ABBYY Releases a Powerful New Update to FlexiCapture 12. ABBYY today announced the availability of FlexiCapture 12 Release 3 Update 2 with robust new invoice management functionality. FlexiCapture users can now leverage out-of-the-box purchase orders and receipts processing, new country support (Japanese invoices), NPL technology (including address parsing and machine learning on user side), as well as improvements to Neural Network barcode recognition, web station security, cloud performance optimization, Exchange 365 imports and Microsoft SQL Server 2019 support. CASO Document Management (CDM) looks forward to helping CDM clients get the most out of FlexiCapture’s most advanced invoice management solution yet.

June 25, 2020 – CASO Now a Certified Reseller of Hyland OnBase®. CASO Document Management (CDM) has extended its enterprise content management (ECM) solution capabilities as a certified reseller of OnBase. OnBase is a single enterprise information platform that automates processes, manages important business content in one secure location, and works with other applications to deliver information whenever and wherever needed. CDM will now leverage the power of OnBase to customize solutions for its clients that increase productivity, deliver excellent customer service and reduce risk enterprise wide. CDM looks forward to a successful partnership with OnBase for years to come.

June 17, 2020 – Streamline your Document Approvals with ECM Toolbox Digitech DocuSign Workflow. CASO demonstrated the ease and efficiency of ECM Toolbox to automate routing of your documents for multiple signatures. In the new webinar “Digitech & DocuSign,” you’ll learn how to route multiple documents to one or many signers while storing information in the cloud using ECM Toolbox, DocuSign and Digitech ImageSilo®. This custom solution offers increased flexibility, uncompromised security, quick and seamless integration, elaborate backup strategies, comprehensive support, and more.

May 28, 2020 – Optimize AP Workflow for your Remote Staff with ECM Toolbox AP Workflow and ApplicationXtender. In CDM’s latest webinar, AP Automation: Optimizing Workflow for Your Remote Staff, you’ll learn how to optimize your AP workflow with automated routing for both onsite and remote team members. This timely webinar shows you how to reduce processing cost, standardize business rules, track team activity, automate document retention as well as keep an audit history, enable your team to work from home, and much more.
Click here to watch the webinar.

May 13, 2020 – Get even more from ApplicationXtender with ECM Toolbox’s out of the box solution for HR. Learn how you can lower cost, improve audit results, strengthen safety measures and more with this add on! Implementing AX for HR is quick and easy and will provide benefits such as working from home, improved employee service and continuity of business. Please join us Wednesday May 13, 2020 at 2pm EST. Hope to see you there!

April 4, 2019 – ABBYY Earns #1 Ranking in Intelligent Document Processing. In the latest PEAK Matrix™ Assessment published by Dallas-based consulting firm Everest Group, CDM’s technology partner ABBYY emerged at the head of the pack among 16 leading Intelligent Document Processing (IDP) technology vendors. The major players in the IDP supplier landscape were assessed on market impact in terms of revenue, YOY growth, volume of pages processed annually, diversity of client base across industries, positive customer feedback and their ability to deliver and implement products successfully. With a market presence across 150 countries and estimated 30 million users worldwide, it should come as little surprise that ABBYY scored highest. There is no doubt that ABBYY will continue to lead the way for organizations seeking to harness the power of Intelligent Document Processing.

January 7, 2019 – The Nature Conservancy (TNC) Selects CASO Document Management (CDM) to Implement an Electronic Content Management System. TNC, the charitable environmental organization that helps conserve the lands and waters on which all life depends, has selected CDM for its move to digital document management. CDM will begin implementation of a new hosted ECM system at TNC-Ohio, and then leverage the new technology to quickly and cost-effectively implement hosted ECM systems at other TNC locations. As part of the effort, CDM will scan all existing TNC paper files and create an ongoing scanning system for continued digital archival and retrieval. The move to paperless will support TNC’s green initiatives while markedly improving operational efficiency.

Dec 1, 2018 – CDM Recertified for SOC 2 Type 2
CASO Document Management is proud to announce that it has completed again the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type 2 audit.

September 1, 2017 – CDM acquires Systems Imaging, extending its reach into Greater Pittsburgh and the Ohio River Valley. Systems Imaging, the leading enterprise contact management (ECM) provider based in Pittsburgh, Pennsylvania confirmed today it was acquired by CASO Document Management, headquartered in New York City. This is the fifth major acquisition for CDM, and a significant step forward in its mission to provide world-class document management solutions on a national scale. Systems Imaging’s renowned technical expertise and proven track record are an ideal fit for CDM, as it further establishes itself as the industry leader in document management, workflow automation and Enterprise Content Management (ECM) solutions. CDM proudly welcomes Systems Imaging to the CASO Document Management Team!

August 14, 2017 – Metasource Partners with CDM to Offer ECM Toolbox Workflow. Metasource, the largest distributor of enterprise content management (ECM) software from OpenText, confirmed today it will become an authorized reseller of CDM’s award-winning ECM Toolbox Workflow automation software. With its network of over 150 channel partners and 4800+ clients, Metasource will effectively extend the ECM Toolbox footprint and further establish ECM Toolbox as the gold standard in workflow automation software for ApplicationXtender (AX). Since 2007, Metasource has been an industry leader in Enterprise Content Management. CDM is proud to join forces with this exceptional organization.

March 6, 2017 – Digitech Systems announces the availability of ImageSilo® R82
In R82, many of the core components and pieces of functionality for ImageSilo have been completely rewritten, which includes some significant changes to import and migration capabilities as well as the new user experience. You can also access a new beta interface to contribute your feedback and help Digitech develop ImageSilo’s next generation upgrades.

March 3, 2017 – CDM Recertified for SOC 2 Type 2
CASO Document Management is proud to announce that it has completed again the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type 2 audit.

February 2017 – CDM’s Bruce Genger Certified in ABBYY FlexiCapture
Bruce Genger, VP Sale has successfully completed the ABBYY FlexiCapture for invoices and the ABBYY FlexiCapture 11 Recertification training class.

July 8, 2015 – CDM Certified for SOC 2 Type 2
CASO Document Management is proud to announce that it has completed the American Institute of Certified Public Accountants’ (AICPA) Service Organization Control (SOC) 2 Type 2 audit.