FileHold Systems
FileHold Systems is a Canadian developer of enterprise-grade electronic document and records management software built on Microsoft .NET, serving mid-market and enterprise customers across healthcare, government, finance, and manufacturing with over 40,000 seats deployed globally.
- Company typePrivate
- Founded2005
- HeadquartersBurnaby, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What FileHold Systems does
FileHold Systems ULC is a Canadian developer of enterprise-grade electronic document and records management (EDRM) software, founded in 2005 and headquartered in Vancouver/Burnaby, British Columbia. The platform is built entirely on Microsoft .NET Service Oriented Architecture using Visual Studio, with subsystems (Library Manager, Document Repository, User & Role Manager, ASP Layer) communicating via secure authenticated web service calls. The architecture is tested for millions of documents and thousands of users, deployable on a single server, multiple servers, or server farms, and is offered as on-premises software or cloud-hosted on Microsoft Azure and AWS. FileHold is a Microsoft Gold level partner and integrates natively with Microsoft Office, Teams, SharePoint, and Active Directory/Entra ID.
The product portfolio includes the core FileHold Document Management Software, FileHold Cloud, and FileHold InForm Portal (electronic forms), plus modular add-ons covering workflow/approval, FastFind, Print-to-FileHold, Courier secure document sharing, three-tier DocuVieware viewers, SmartSoft and SmartSoft Capture Plus OCR, Adobe Acrobat Sign and DocuSign e-signature, WebCap web-based scanning, multi-factor authentication (Duo), and a documented Web Services API. The company holds FIPS-140 compliance, ISO 27001-aligned cloud security, and supports FDA 21 CFR Part 11 for regulated industries. With over 40,000 seats in production worldwide, customers span healthcare, government, finance, manufacturing, education, legal, real estate, and non-profits.
FileHold operates a hybrid revenue model: one-time perpetual license fees priced per concurrent user seat, mandatory annual FileCare support subscription covering upgrades and support, cloud subscription via FileHold Cloud, optional modules charged separately, and billable professional services (training, migration, custom development). Distribution is split between direct enterprise sales (US-based account manager, North American toll-free lines) and a global partner network of implementation partners and authorized resellers (Image Advantage, WebFocus Inc., Telecom Fiji). In January 2025, FileHold was acquired by KeyMark Inc., a U.S.-based intelligent automation provider headquartered in South Carolina, and the company is operating under KeyMark ownership while maintaining its Vancouver, BC operations.
FileHold Systems firmographics
Firmographics- Name
- FileHold Systems
- Legal name
- FileHold Systems ULC
- Website
- https://filehold.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FileHold Systems is a Canadian developer of enterprise-grade electronic document and records management software built on Microsoft .NET, serving mid-market and enterprise customers across healthcare, government, finance, and manufacturing with over 40,000 seats deployed globally.
- Ownership category
- akta.pro rank
FileHold Systems industry classification
Industry- Product category
- Document Management Software
- NAICS
- Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Asset Management (DAM) (HDAEAGAE)
Keywords
Where FileHold Systems is headquartered
LocationHeadquarters
- HQ city
- Burnaby
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
FileHold Systems business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Software Licenses (On-Premise): One-time perpetual license fee for on-premise installation of FileHold Document Management Software. Pricing is based on the number of concurrent users (seats) accessing the system simultaneously. The cost per seat reduces as users are added. The software can be deployed on customer servers with no ongoing license fee beyond the FileCare support subscription.
- FileCare Support Subscription: Annual technical support and product upgrade subscription (FileCare) providing hot-fixes, service packs, major software releases, remote tech support during upgrades, unlimited technical support via email/phone/web meetings, access to the health checker diagnostic tool, 24/7 online training, and the ability to add users or optional features. Contract runs for 12 months from installation date.
- FileHold Cloud (Hosted): Cloud-hosted deployment where FileHold maintains all IT infrastructure, system backup, and future upgrades, ensuring customers are always on the most current release. Includes 99%+ monthly availability SLA. FileHold Cloud is fully supported by FileHold.
- Optional Modules and Add-Ons: Modular pricing for optional features including Workflow, FastFind, Print-to-FileHold, Document Viewers (Level 2/3), Multiple Document Repositories, OCR, Limited User Accounts, Anonymous Portal, SharePoint integration, Active Directory synchronization, Semantic versioning, Document sequencing, and more. Customers pay only for features they need.
- Professional Services: Additional billable professional services including end-user training (custom or train-the-trainer), onsite installation, migrations and data import, server health checks, general server administration, backup and disaster recovery planning/testing, custom reporting, and assistance with third-party software compatibility. Also includes custom solutions for advanced scanning and imaging.
- Unlimited Training Package: Training packages for larger organizations with more complex deployments. Available as Fundamentals Training for essentials and Unlimited Training for long-term ongoing training needs. Training curriculum covers standard and optional features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Concurrent User Licensing |
| Subscription | Annual | FileHold Cloud (Hosted) |
| Subscription | Annual | FileCare Support Subscription |
| Subscription | Annual | Test/Non-Production Licenses |
| Freemium | Pay-as-you-go | Free Trial |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
FileHold Systems product offering
Product offeringCore offering
FileHold develops and sells enterprise-grade electronic document and records management (EDRM) software for mid-market and enterprise organizations. The platform provides a central repository with version control, audit logging, workflow automation, full-text search, and OCR/scanning capabilities, available as on-premise software or as FileHold Cloud hosted on Microsoft Azure. The system is built on Microsoft .NET Service Oriented Architecture and integrates natively with Microsoft Office, Teams, SharePoint, and Active Directory.
Product overview
FileHold Systems offers a modular document management platform with a core DMS product available as on-premises software or cloud-hosted service, supplemented by optional add-on modules and professional services. The core FileHold Document Management Software provides enterprise-grade content services supporting thousands of users and millions of documents with features including central repository, version control, audit logging, and workflow automation. FileHold Cloud delivers the same capabilities as a managed cloud service on Microsoft Azure. The FileHold InForm Portal extends forms processing with a customizable web portal for electronic forms. Optional modules include workflow automation, electronic signatures (Adobe Acrobat Sign, DocuSign), Microsoft integrations (Teams, Office, SharePoint, Active Directory), scanning solutions (SmartSoft, WebCap), secure document sharing (Courier), and advanced viewers. Professional services cover implementation, training, migration, and custom development. The entire platform is built on Microsoft .NET technologies with a documented Web Services API for third-party integration.
Differentiator
Problem solved
Functional benefit
Brands
- FileHold Document Management Software: Core document management software product for storing, managing, and organizing documents with workflow automation capabilities.
- FileHold Cloud
- FileHold InForm Portal
Products and services
- FileHold Document Management Software Enterprise-grade electronic document and records management (EDRM) software supporting thousands of users and millions of documents with central repository, version control, audit logging, workflow automation, and full-text search built on Microsoft .NET SOA. Available as on-premises software for medium-sized and large organizations across healthcare, government, manufacturing, finance, and legal verticals.
- FileHold Cloud Cloud-hosted document management service delivering the FileHold platform with all infrastructure, backup, and upgrades managed by FileHold on Microsoft Azure and AWS. Includes 99%+ monthly availability SLA, automatic OS/service patching, seamless upgrades, encryption in transit and at rest, and ISO 27001-aligned security controls.
- FileHold InForm Portal (Customer Forms Portal) Customizable web portal for distributing and processing electronic forms, with drag-and-drop form builder, PDF form integration, custom HTML forms, metadata extraction, auto-filing, subscriptions, notifications, and workflow integration. Supports named and anonymous users for processing and approval workflows.
- FileHold DataRoom for M&A Easy-to-use document management solution designed for Merger and Acquisition transactions, providing a secure content repository for due diligence and deal documentation.
- FileCare Support Subscription Annual recurring technical support and product upgrade subscription providing hot-fixes, service packs, major software releases, remote tech support during upgrades, unlimited technical support via email/phone/web meetings, access to the health checker diagnostic tool, 24/7 online training, and the ability to add users or optional features.
Quantifiable outcome
- Reduced document search time to seconds
- +5 more outcomes
Companies that use FileHold Systems
Customer profileNamed customers13 records
Segments10 records
Ideal customer profiles4 records
FileHold Systems technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
AI capability8 records
Feature11 records
FileHold Systems partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, minor and flagship.
- WebFocus Inc.coreWebFocus Inc., established in 2001, was recognized as the 2019 FileHold re-seller Partner of the Year. Located in the Philippines. WebFocus provides FileHold sales, implementation, and support services in the region.
- Image AdvantagecoreImage Advantage, headed by President Chad Haffie, was named FileHold Partner of the Year for the third time in 2020. Located in Ontario, Canada. Image Advantage provides FileHold sales, implementation, and support services.
- Telecom FijiminorTelecom Fiji partnered with FileHold as an authorised reseller of their product in the Fiji region. Telecom Fiji extends FileHold's distribution reach in the Pacific.
- MicrosoftflagshipFileHold is a Microsoft Gold level partner, the highest level of partnership Microsoft provides. FileHold is 100% based on Microsoft platform, developed using Visual Studio and .NET technologies. The product roadmap is fully aligned with Microsoft plans including Microsoft Mobile, SharePoint, Office, and Azure platforms. FileHold participated in Microsoft's Touchdown and Ascend programs for ISVs.
- dtSearchcoredtSearch text retrieval software has been embedded in FileHold as the core of the document search capability. dtSearch products have received multiple awards and hundreds of press reviews. Fortune 500 companies rely on dtSearch. dtSearch supports hundreds of international languages through Unicode and has distributors worldwide on six continents.
- DocuVieware (Orpalis)coreDocuVieware has been tightly integrated into FileHold software to provide customers with web and desktop document viewing, markup, and annotations. Additionally DocuVieware provides a mechanism to scan documents from anywhere with internet access (WebCap feature).
- Adobe Acrobat SigncoreAdobe Acrobat Sign has been certified by Adobe to connect to the FileHold workflow module. FileHold customers can initiate the signing of legal documents directly from FileHold and store the returned signed document as a new version in the FileHold repository. E-signatures are legally binding in nearly every industrialized nation.
- Microsoft AzurecoreFileHold Cloud is hosted on Microsoft Azure, providing enterprise-grade cloud infrastructure with automatic OS/service patching, seamless upgrades, built-in resiliency, on-demand scalability, and encryption in transit and at rest. FileHold is a Microsoft Azure Partner.
- Amazon Web Services (AWS)coreFileHold Cloud is also hosted on Amazon Web Services (AWS), providing additional cloud infrastructure options for enterprise-grade hosting, resiliency, and scalability alongside Microsoft Azure.
- SmartSoftcoreSmartSoft Capture document scanning and data capture software is included with every FileHold purchase. SmartSoft automates text capture and data extraction directly into FileHold metadata. Available in standard, Plus, and Pro versions. SmartSoft is the bundled scanning solution for moderate and high-volume document processing.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
FileHold Systems competitors and assessment
Company assessmentDirect peers
- M-Files: M-Files is a direct competitor offering metadata-driven document and information management for mid-market and enterprise customers. Like FileHold, it emphasizes integration with Microsoft 365 and targets regulated industries with compliance and workflow features.
- Laserfiche: Laserfiche offers enterprise content management and document workflow software with both cloud and on-premises deployment. It targets the same mid-market and enterprise segments as FileHold with a similar focus on workflow automation, electronic forms, and records management.
- DocuWare: DocuWare is a direct competitor providing cloud and on-premises document management and workflow automation for mid-market and enterprise. Both vendors compete in similar verticals (healthcare, government, manufacturing) with comparable modular pricing and cloud deployment models.
- Square 9: Square 9 (now part of Square 9 Softworks/GlobalSearch) provides document management and workflow automation for SMB and mid-market. It overlaps with FileHold's offering in workflow, OCR, and Microsoft 365-integrated document management.
- eFileCabinet: eFileCabinet is a direct competitor offering cloud and on-premises document management with workflow, e-forms, and OCR. It targets similar mid-market verticals including accounting, healthcare, and legal with comparable concurrent-user licensing and modular feature sets.
Broad incumbents
- Box: Box is a broad cloud content management and collaboration incumbent. While FileHold targets more workflow-heavy, on-prem-capable deployments, Box overlaps with FileHold Cloud in cloud-native document storage, secure sharing, and integration with Microsoft/Google ecosystems.
- Microsoft SharePoint: SharePoint is Microsoft's broad document management and collaboration platform included in Microsoft 365. It is a broad incumbent that overlaps with FileHold's core offering, often serving as the default DMS inside Microsoft-centric enterprises where FileHold positions as an enhanced layer or alternative.
- Hyland (Alfresco): Hyland acquired Alfresco to bolster its content services platform serving enterprise and regulated customers. It competes with FileHold in ECM/RM and intelligent document processing, with a broader portfolio including OnBase and Brainware.
- OpenText (Documentum): OpenText (which acquired Documentum) provides enterprise content management at scale, particularly for large regulated and government customers. It competes with FileHold in regulated verticals and ECM/RM deals where compliance and records management are key.
Emerging players
- DocuPhase: DocuPhase is an emerging player in intelligent document management and workflow automation focused on accounts payable and back-office automation. It competes with FileHold Workflow and InForm Portal in electronic forms and approval-driven document processes.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
FileHold Systems social profiles
Digital presenceFileHold Systems compliance and trust
Trust signalCompliance3 records
FileHold Systems financial estimates
Financial estimateRevenue estimate
Valuation estimate
FileHold Systems leadership team
Management profileNumber of profiles
Profiles3 records
FileHold Systems funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FileHold Systems 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 FileHold Systems
What does FileHold Systems do?
FileHold develops and sells enterprise-grade electronic document and records management (EDRM) software for mid-market and enterprise organizations. The platform provides a central repository with version control, audit logging, workflow automation, full-text search, and OCR/scanning capabilities, available as on-premise software or as FileHold Cloud hosted on Microsoft Azure. The system is built on Microsoft .NET Service Oriented Architecture and integrates natively with Microsoft Office, Teams, SharePoint, and Active Directory.
Is FileHold Systems a public or private company?
FileHold Systems is a private company. It is classified as corporate owned and is currently operating.
When was FileHold Systems founded?
FileHold Systems was founded in 2005. It employs 11 to 50 people.
Where is FileHold Systems based?
FileHold Systems is headquartered in Burnaby, Canada, in the North America region.
How does FileHold Systems make money?
Six revenue lines are on record. Software Licenses (On-Premise) is the primary driver. The others are fileCare Support Subscription, fileHold Cloud (Hosted), optional Modules and Add-Ons, professional Services and unlimited Training Package.
Who are FileHold Systems's main competitors?
Direct peers on record are M-Files, Laserfiche, DocuWare, Square 9 and eFileCabinet. Broad incumbents are Box, Microsoft SharePoint, Hyland (Alfresco) and OpenText (Documentum). DocuPhase is listed as an emerging player.
Does FileHold Systems have an API?
Yes. FileHold provides a well-documented Web Services API at no additional charge that enables integration with third-party applications. The API exposes functionality to create library objects (cabinets, folders, or document schemas), associate documents with metadata schema and values, and manage library object memberships. The API supports custom application development and is covered under FileCare support, though custom applications built using the API are not included in standard support. Developer documentation is at filehold.com/knowledge-base/web-services-api-overview.
What industry is FileHold Systems in?
FileHold Systems's product category is Document Management Software. Its primary akta.pro industry code is HDAEAGAE, Digital Asset Management (DAM). Its NAICS code is 513210 and its SIC code is 7372.