CASO
CASO Document Management Services, founded 1994, is a U.S. ECM VAR and document scanning services provider serving government, financial services, education, healthcare, and enterprise clients nationwide from processing centers in New York, Texas, and North Carolina.
- Company typePrivate
- Founded1994
- HeadquartersSan Antonio, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What CASO does
CASO Document Management Services (legal entity CASO Inc.) is a privately held U.S. document management company founded in 1994, operating from processing centers in New York, Texas, and North Carolina with a workforce of 51–100 employees. The company delivers three integrated revenue lines: (1) document scanning and conversion services (back-file, on-site, book, invoice, mailroom, large format, architectural plans, microform, and FADGI-compliant digitization); (2) value-added resale of enterprise content management (ECM) and document capture software from Digitech Systems (ImageSilo, PaperVision Enterprise, PaperFlow), OpenText (AppEnhancer, TeleForm), Hyland (OnBase), ABBYY (FlexiCapture, FlexiCapture for Invoices, Recognition Server), Kofax (Express, Capture), and ECM Toolbox; and (3) workflow automation and managed services, including the proprietary C.A.P.S. AP automation suite, EasyFile, Accessibility on Demand™ PDF remediation, and lock-box/lockbox processing.
Technology delivery combines CASO's own workflow assets (C.A.P.S., EasyFile, ECM Toolbox implementations) with embedded partner technologies, integrated via ERP connectors to Oracle, SAP, JD Edwards, and Microsoft Dynamics and Microsoft Office/Exchange/SharePoint/SQL Server on the Microsoft stack. AI capabilities are sourced from partners — chiefly ABBYY's NLP/ML-based FlexiCapture for invoice and mailroom automation — rather than developed in-house. CASO holds SOC 2 Type II certification (since November 2015, recertified March 2017), has earned Digitech Systems Circle of Excellence recognition for 10+ consecutive years and ABBYY Partner of the Year 2016, and maintains approved-vendor status with NYSID, Texas PACE, and DIR government procurement programs.
The business model is services- and subscription-heavy: scanning revenue is largely per-page ($0.08–$0.15/page) and project-based; ECM and capture software generate license, subscription, and annual maintenance fees; workflow/AP automation drives recurring subscription and per-transaction revenue; and professional services (consulting, implementation, integration) layer on top. Primary customer segments are government (federal, state, county, local) and financial services (banks, credit unions), with secondary verticals in education, insurance, construction, healthcare, HR, and survey services. Go-to-market is direct sales supplemented by VAR channel referrals from technology partners and cooperative purchasing contracts for government buyers.
CASO firmographics
Firmographics- Name
- CASO
- Legal name
- CASO Inc.
- Website
- https://caso.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CASO Document Management Services, founded 1994, is a U.S. ECM VAR and document scanning services provider serving government, financial services, education, healthcare, and enterprise clients nationwide from processing centers in New York, Texas, and North Carolina.
- Ownership category
- akta.pro rank
Where CASO is headquartered
LocationHeadquarters
- HQ city
- San Antonio
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CASO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Revenue model
- Document Scanning Services: CASO provides on-site and off-site document scanning across multiple document types (back-file, on-site, book, invoice, mailroom, large format, architectural plans, microfilm/microfiche). Revenue is generated on a per-project or per-page basis. The company has scanned hundreds of millions of documents since 1994.
- ECM Software Resale and Licensing: CASO resells enterprise content management software from Digitech Systems (ImageSilo, PaperVision Enterprise), OpenText (AppEnhancer, TeleForm), Hyland OnBase, and ABBYY (FlexiCapture, Recognition Server). Revenue includes software licenses, subscriptions, and annual maintenance fees.
- Workflow Automation Software and Professional Services: CASO implements ECM Toolbox workflow solutions and provides custom professional services including consulting, development, and system integration. These engagements generate professional services fees alongside software component revenue.
- Accounts Payable Automation Solutions: C.A.P.S. (CASO Accounts Payable Solutions) provides end-to-end AP automation covering invoice capture, data extraction, approval workflows, and payment processing. Offered as a BPO service or software solution, generating recurring subscription or per-transaction fees.
- Survey Services: Following the acquisition of Apperson's Survey Assessment Services Division in 2015, CASO offers survey design, direct mail fulfillment, and survey scanning/data entry services from its North Carolina processing center.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | ABBYY FlexiCapture for Invoices — starting price for small to mid-volume users |
| Unit Pricing | Pay-as-you-go | Document Scanning Services — per-project pricing |
| Subscription | Annual | Government cooperative purchasing programs |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
CASO product offering
Product offeringCore offering
CASO provides professional document scanning services (back-file, on-site, book, invoice, mailroom, large format, architectural/construction plans, microform conversion, FADGI-compliant) alongside enterprise content management software resale (Digitech Systems, OpenText, Hyland, ABBYY), workflow automation (ECM Toolbox), and accounts payable automation (C.A.P.S.). The company delivers scanning, ECM implementation, AP automation, accessibility remediation, and survey services from processing centers in New York, Texas, and North Carolina to government and enterprise clients nationwide.
Product overview
CASO Document Management is a comprehensive document management services company offering a platform-plus-services model. The core software portfolio centers on enterprise content management (ECM) systems including AppEnhancer (OpenText ApplicationXtender), ImageSilo (cloud-based ECM by Digitech Systems), PaperVision Enterprise (on-premise ECM), EasyFile (workflow automation with AI-assisted forms), and Hyland OnBase. Document capture is powered by ABBYY FlexiCapture (with versions for invoices and mailrooms), ABBYY Recognition Server, Kofax Express/Capture, and OpenText TeleForm. Services include professional document scanning (back file, book, invoice, large format, FADGI-compliant), microform conversion, accessibility remediation, and AP automation solutions. Hardware offerings include production scanners from Panasonic, Kodak Alaris, and Contex, plus the DT-BC100 book scanner for preservation-grade digitization.
Differentiator
Problem solved
Functional benefit
Brands
- Accessibility on Demand™: Automated PDF accessibility remediation service providing fast, accurate, and audit-ready compliance for PDFs meeting WCAG, PDF/UA, and Section 508 standards.
- C.A.P.S
Products and services
- Document Scanning Services
Quantifiable outcome
- Document scanning costs typically range from $0.08 to $0.15 per page — significantly lower than internal purging costs of $0.13–$0.20 per page
- +4 more outcomes
Companies that use CASO
Customer profileNamed customers7 records
Segments8 records
Ideal customer profiles4 records
CASO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability7 records
Feature6 records
CASO partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and strategic.
- ABBYYcoreCASO is a certified ABBYY partner and was named ABBYY Partner of the Year 2016 for North America. CASO resells and implements ABBYY FlexiCapture, FlexiCapture for Invoices, FlexiCapture for Mailrooms, and Recognition Server. These products are used for invoice automation, document data extraction, and OCR across CASO's AP automation and scanning service offerings.
- Digitech SystemscoreCASO is a value-added reseller (VAR) for Digitech Systems products including ImageSilo (cloud ECM), PaperVision Enterprise (on-premise ECM), and PaperVision Capture. CASO has been named to Digitech Systems' Circle of Excellence for 10+ consecutive years. Digitech Systems is a primary software partner whose ECM platform underpins much of CASO's enterprise offering.
- OpenTextcoreCASO resells OpenText products including AppEnhancer (formerly ApplicationXtender) and TeleForm for document capture and ECM. CASO has developed expertise in OpenText solutions over decades and provides implementation, migration, and support services.
- Hyland OnBasecoreCASO is an authorized reseller and implementer of Hyland OnBase, an enterprise information platform. CASO offers OnBase deployment including cloud hosting through the Hyland Cloud and provides professional services for implementation and integration.
- ECM ToolboxcoreCASO implements ECM Toolbox workflow automation software, including AP Invoice Workflow, new account onboarding, e-forms wizard, and work orders solutions. ECM Toolbox provides the workflow engine for CASO's C.A.P.S. accounts payable automation suite.
- FedCapstrategicFedCap is a nonprofit organization that has been a CASO corporate partner for over 5 years. CASO provides scanning services and employment opportunities through FedCap, which merged with Easter Seals New York in 2015. Through this partnership, CASO has provided jobs for over 100 individuals with barriers to the workforce. FedCap supplies workforce to both government agencies and businesses.
- NYSID (New York State Industries for the Disabled)coreCASO provides document scanning and conversion services through NYSID's Preferred Source Program for New York state government agencies. This partnership enables CASO to serve government clients through an approved procurement vehicle.
- Texas PACE (Cooperative Purchasing)coreCASO provides discounted pricing on software products and related services to Texas government agencies through the Texas PACE cooperative purchasing contract, enabling streamlined procurement of CASO services.
- DIR (Department of Information Resources, Texas)coreCASO provides preferred pricing to Texas state and local government agencies through the DIR purchasing cooperative, covering enterprise content management software, hardware, professional services, and document conversion services.
Scale indicators7 records
Recent moves7 records
Expansion highlights6 records
CASO competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key highlights7 records
Customer concentration
CASO social profiles
Digital presenceCASO compliance and trust
Trust signalCompliance2 records
CASO financial estimates
Financial estimateRevenue estimate
Valuation estimate
CASO leadership team
Management profileNumber of profiles
Profiles3 records
CASO subsidiaries and ownership
Company hierarchySubsidiaries2 records
CASO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CASO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CASO
What does CASO do?
CASO provides professional document scanning services (back-file, on-site, book, invoice, mailroom, large format, architectural/construction plans, microform conversion, FADGI-compliant) alongside enterprise content management software resale (Digitech Systems, OpenText, Hyland, ABBYY), workflow automation (ECM Toolbox), and accounts payable automation (C.A.P.S.). The company delivers scanning, ECM implementation, AP automation, accessibility remediation, and survey services from processing centers in New York, Texas, and North Carolina to government and enterprise clients nationwide.
Is CASO a public or private company?
CASO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CASO founded?
CASO was founded in 1994. It employs 51 to 100 people.
Where is CASO based?
CASO is headquartered in San Antonio, United States, in the North America region.
How does CASO make money?
Five revenue lines are on record. Document Scanning Services are the primary driver. The others are ECM Software Resale and Licensing, workflow Automation Software and Professional Services, accounts Payable Automation Solutions and survey Services.
Does CASO have an API?
No public API is recorded for CASO.