Content capture, routing, and fax software

Simplify paper-intensive processes with automated data capture, OCR, data extraction, routing, and fax transmission securely from one place.

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Securely process and deliver content and data with our document capture software

AccuRoute Benefit 1

Easily transmit and organize content in one step

Send, receive, and deliver from a web interface, mobile, or other MFP scanning devices.

  • Use OCR to convert, classify, extract, and index data from any document.
  • Save time with powerful workflow tools that automate routing, reception, and delivery.
AccuRoute Benefit 2

Make your data work for you

Automatically find and extract content from documents to eliminate manual entry, ensure accuracy, and monitor for security breaches without lifting a finger.

  • From loan applications to invoices, we can handle it all: structured, semi-structured, and unstructured documents.
  • Integrate with leading DMS, CRM, ERP, and email platforms to get work done more quickly and securely.
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Secure and compliant, two of our favorite words. 

Prioritize data integrity with features like encryption at rest, content monitoring, and data loss prevention to align with regulations like HIPAA and PCI DSS.

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Upgrade the way you fax.

Ditch old hardware for cloud fax as a service or get started with hybrid fax. Cut costs, eliminate maintenance headaches, and enable a remote workforce.

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Reach paper
management zen.

Enable MFP devices with new panel buttons and even prompt for important data that can be set up to fit your business workflows.

Converting years’ worth of paper into searchable, instantly accessible content has substantially transformed our trusts and estates practice. Our proactive records scanning project saved our lawyers and staff countless non-billable hours and has dramatically improved our service levels and overall client experience.

Robert Baumgarten, CIO
Shulman Rogers

Document capture software and fax solutions built to industry standards

Upland AccuRoute gives you flexible capture, fax, and delivery capabilities the way you need them: on-premise, cloud, or hybrid.


Ensure data security while improving customer service and satisfaction.

  • Meet compliance standards for transmission of sensitive information
  • Streamline mail capture and data extraction with digital mailroom processes


Provide secure, reliable access to case-related documents.

  • Empower attorneys and staff by digitizing records management to increase accessibility where they are
  • Integrate with the most popular industry document management systems


Securely capture and transmit sensitive patient information and records.

  • Meet HIPAA compliance standards
  • Access a full audit trail and versioning for all documents
  • Integrate with leading EMRs like Epic to attach faxed documents directly to patient records. Learn more about AccuRoute’s Epic integration.

Financial Services 

Meet regulatory guidelines, ensure business continuity, and increase efficiency.

  • Streamline time-sensitive processes across multiple locations
  • Comply with Sec17(a) and Sarbanes-Oxley regulations

Integrations to help you get more done

AccuRoute works well with your existing systems, so you can minimize bouncing from application to application and just get down to business.

Financial and ERP
  • Concur
DMS and ECM Systems
  • iManage
  • NetDocuments
  • Google Drive
  • Dropbox
  • Box
  • MS Office (SharePoint/OneDrive)
  • Upland FileBound
EMR and EHR Systems

MFP Hardware
  • Upland AccuRoute CloudFAX
  • Upland InterFAX
  • Dialogic

Document routing software
that provides real results.


Post & Schell says, “let’s get digital” and sees big results.

Before making a big office move, this law firm needed to lose some paper weight and create a smarter records management strategy.

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75% reduction of paper records

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Jackson Walker gets serious about paperless.

This law firm went from 15,000 to only 3,700 linear feet of records storage and continues to shrink paper dependence.

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80% reduction in paper storage

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Shulman Rogers takes records scanning to a new level.

This law firm digitized 20 million documents in just under 9 months, dramatically improving attorney access and service times.

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20 million documents converted

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Enterprise-ready, right out of the box

Transition from legacy on-premise fax to fully hosted capture and cloud fax to align with your business’s growing demands.

Capture features
  • OCR, conversion, and compression
  • MFP and scanning device enablement
  • Mobile capture from any device
  • Data loss prevention features
Robust security and encryption
  • Encryption at rest
  • Authentication via private and public key signatures
  • Full audit trail for all documents and faxes
  • Single Sign-On (SSO) integration
Enterprise capabilities
  • Scalable infrastructure to fit evolving volume
  • Supports Active Directory
  • Automated activity reporting and analytics
Flexible customization
  • Advanced routing capabilities
  • Customizable workflow rules
  • Individual, group and admin permissioned views
  • Integrated with a wide variety of line of business systems
Classification and extraction
  • Supports structured, unstructured, and semi-structured documents
  • Automatically classify document types
  • Extract information and index for submission
Global support
  • Interfaces are localized in 7 different dialects*
  • Output OCR to over 42 different languages
  • Support coverage available 24/7

Get your content and communications in check

Let us show you what Upland AccuRoute can do.

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Get in the flow

Pair Upland AccuRoute with other content lifecycle automation products for a secure, automated end-to-end solution.


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Document capture software with cloud-based routing and fax.

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BA Insight

AI-driven intelligent search that delivers relevant, personalized, and actionable results.

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We’re in it with you

Upland’s expert team will help you define the right strategic approach for your digital transformation needs and ensure that our technology aligns with your goals, resources, and processes.

Contact us

Ready to get things done?

Let’s get to work