What Creative Scanning Solutions does

Creative Scanning Solutions, Inc. (CSS) is a privately-held, women-owned consulting and value-added reseller firm founded in 1986 and headquartered in Penfield, New York. The company sells, implements, and supports OpenText TeleForm and LiquidOffice — intelligent forms automation and business process management platforms — and has been a Certified OpenText Partner since 1992, earning a place in the OpenText President's Club in 2006 as the only women-owned partner to do so. CSS operates a second, distinct vertical around election services for professional societies and associations, combining paper ballot optical scanning with an online voting platform and proprietary TallyMan™ validation software that enforces one-vote-per-member logic, per-election database isolation, and SSL-secured credentialed access.

The company's core technology stack is built around TeleForm (paper-form OCR/ICR capture of hand- and machine-printed characters, bar codes, signatures, and bubble/circled responses), the TeleForm eForm Suite add-on (HTML5-based electronic form capture that feeds back into the TeleForm export pipeline), and LiquidOffice (a web-based BPM tool with drag-and-drop form design, automated routing, email approvals, and real-time KPI monitoring). CSS has designed more than 1,000 TeleForm forms, including clinical trial Case Report Forms (CRFs). Its proprietary TallyMan™ software and custom secure election website platform are the differentiating assets in the election vertical, where the firm has run annual officer elections for a large international professional society for more than 25 years.

CSS generates revenue through four streams: (i) resale of OpenText TeleForm and LiquidOffice software licenses and subscriptions, (ii) professional services including form design, custom scripting, consulting, upgrades/migrations, and customized training, (iii) end-to-end election processing services for professional societies covering design/layout, ballot processing, electronic tabulation, and results reporting, and (iv) scanning services encompassing form reproduction, personalization, mail preparation, return collection, scanning, image capture, and custom reporting. The go-to-market is direct and consultative: quote-based engagements initiated by personalized consultation, supported by a corporate website, direct phone/email contact, and customer testimonials. The company serves healthcare organizations, education institutions, government agencies, and — most strategically — professional societies and associations throughout the United States and Canada, with no public parent, no VC or PE backing, and SBA-certified Women-Owned Small Business (WOSB) status.

Name

Creative Scanning Solutions

Legal name

Creative Scanning Solutions, Inc.

Website

https://cssconsult.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Creative Scanning Solutions is a women-owned, Penfield, NY-based consulting firm and Certified OpenText Partner that resells, implements, and supports TeleForm and LiquidOffice intelligent forms automation while running TallyMan-powered election services for professional societies across the U.S. and Canada.

Ownership category

akta.pro rank

Product category

Intelligent Forms Automation

NAICS

Custom Computer Programming Services (541511), Graphic Design Services (541430), Computer Systems Design Services (541512), Printing and Related Support Activities (3231)

SIC

Services-Prepackaged Software (7372), Services-Mailing, Reproduction, Commercial Art & Photography (7330)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Intelligent forms automation
• Document scanning services
• Election processing services
• Data capture solutions
• Business process automation

Headquarters

HQ city

Penfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. OpenText Software Resale: As a Certified Partner for OpenText TeleForm and LiquidOffice, CSS resells these software platforms to customers, generating revenue through software licenses and subscriptions
2. Professional Services: Includes form design services (over 1,000 TeleForm forms designed), custom scripting, consulting, software upgrades and migrations, and implementation services. Also includes customized training classes and hourly support services
3. Election Processing Services: Full-service election processing for professional societies including design and layout of materials, ballot processing, electronic tabulation, and results reporting. CSS handles both online voting and paper ballot options
4. Scanning Services: Data capture and scanning services including form design, personalization, mail preparation, collection, scanning with multiple field types, image capture, custom reports, database design, and tracking of returns

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Creative Scanning Solutions is a Certified OpenText Partner (Value-Added Reseller) that resells, implements, and supports TeleForm and LiquidOffice intelligent forms automation software. The company also delivers related professional services including custom form design (over 1,000 TeleForm forms designed), scripting, consulting, training, election processing for professional societies, and full-service document scanning and data capture.

Product overview

Creative Scanning Solutions offers a portfolio of intelligent forms automation products centered around OpenText TeleForm and LiquidOffice. TeleForm serves as the core platform for paper form processing with OCR/ICR capabilities, while the TeleForm eForm Suite add-on extends the platform to collect data simultaneously from both paper and electronic forms via HTML5 web deployment. LiquidOffice provides a complementary web-based business process management solution for creating, routing, and managing electronic forms with automated approval workflows. The company also provides associated professional services including form design, custom scripting, consulting, election processing, and scanning services.

Differentiator

Problem solved

Functional benefit

Brands

• TallyMan™: Proprietary software for validating election results, used by Tellers Committees to ensure accurate ballot validation and result tabulation.

Products and services

• OpenText TeleForm

Quantifiable outcome

• Reduces data entry costs by up to 95%
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

One partnership is on record.

• OpenTextcoreChannel Partner/ Reseller/ DistributorCSS is a Certified Partner (Value-Added Reseller) for OpenText TeleForm and LiquidOffice software for Intelligent Forms Automation since 1992. This partnership enables CSS to resell, implement, and support OpenText's forms automation and workflow management solutions to customers throughout the United States and Canada.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Adobe: Broad incumbent offering Adobe Acrobat Sign, PDF Forms, and Experience Manager Forms, which compete with TeleForm/LiquidOffice for enterprise forms automation. Comparable as a larger vendor customers may select instead of a small OpenText-focused partner.
• Microsoft (Power Platform): Microsoft Power Apps and Power Automate provide low-code forms and workflow automation natively integrated with Microsoft 365, increasingly chosen by enterprises in place of dedicated forms-automation tools like TeleForm.
• DocuSign: Document workflow and agreement-cloud platform serving regulated industries with electronic signature and forms capabilities. Represents a broader-suite alternative that overlaps with parts of CSS's LiquidOffice / eForm Suite value proposition.
• Laserfiche: Enterprise content management and intelligent document processing vendor with form-capture and workflow capabilities serving government, healthcare, and education—verticals where CSS also operates.

Emerging players

• Formstack: Cloud-native form-building, workflow, and e-signature platform with healthcare and government verticals. Competes with TeleForm/LiquidOffice on the electronic-forms side, particularly for customers prioritizing rapid deployment over OCR-based paper capture.
• Typeform: Modern form and survey builder focused on conversational, mobile-first data capture. Relevant as a cloud-native alternative increasingly chosen over legacy OCR-based tools for new deployments.
• Jotform: Widely adopted online form-builder and workflow automation SaaS used across healthcare, education, and government. Represents the cloud-native displacement risk for TeleForm-style deployments.

Direct peers

• ABBYY: Vendor of OCR, document capture, and intelligent document processing technology that competes directly with TeleForm's core OCR/ICR capabilities. Comparable as a technology alternative for customers evaluating forms-automation platforms.
• Votenet Solutions: Provider of online voting and election management software for associations, boards, and member-based organizations. Comparable to CSS's TallyMan-driven election offering as both serve the same association-election buyer with electronic balloting and results tabulation.
• Survey & Ballot Systems: Specialized election and ballot-processing services provider for associations, professional societies, and member organizations. Highly comparable to CSS's election services line in target customer, scope (ballot design, processing, tabulation, reporting), and delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/creative-scanning-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Creative Scanning Solutions