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Upland Software Boosts Data Security Compliance Capabilities with Secure Document Capture and Cloud Fax Platform for Legal, Financial, and Healthcare Sectors

Upland Software, Inc., a leader in cloud-based enterprise work management software, announced a major release within its Secure Document Services solution suite. AccuRoute, Upland’s secure document capture, fax, and distribution platform, now features additional security capabilities and forms enhancements to increase productivity and more easily extract data within secure, document-intensive environments. This new functionality supports regulatory compliance requirements including HIPAA, ISO 27001, and PCI DSS Level 1.

“Having these features so readily available has increased productivity and reduced our reliance on paper. It’s incredibly reliable, easy to manage, and scales well. Support for AccuRoute is equally robust. It’s an integral part of our business, and we plan on using it for the foreseeable future.”

The end-to-end solution suite streamlines work for organizations of all sizes and across all industries by integrating with virtually any multifunction peripheral, business application, and/or content management system. Organizations can easily and securely manage and store documents and related data from initial capture through extraction and verification with measurable analytic insights.

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“We are thrilled to provide our customers with an end-to-end Secure Document Services solution suite that delivers an intuitive user experience and assures compliance with global industry standards through configurable document retention, encryption, and permission controls,” said Sean Nathaniel, CTO and EVP of Workflow Automation Solutions at Upland Software. “Upland is committed to customer-driven innovation and provides highly integrated solutions that anticipate the evolving needs of customers. That includes solutions to their ever-evolving data security and compliance requirements.”

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In addition to extended data security capabilities, key benefits of this release include:

  • Increased efficiency and easy data extraction with Zonal Optical Character Recognition (OCR) and an exceptions queue
  • Enriched, wizard-like administrator user experience to set up device-based workflows
  • Upgraded user and administrator enablement via “Profiles” setup for different document workflows
  • FIPS140 compliance for government customers

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AccuRoute is used by more than 50 of the Am Law 100 firms, including Procopio. This full-service business law firm, which has five offices and more than 150 attorneys serving clients around the world, is a long-time Upland AccuRoute customer.

“Upland’s AccuRoute solution has allowed us to provide scanning, faxing, and OCR capability to every user in our organization,” said Craig Perkins, systems engineer at Procopio. “Having these features so readily available has increased productivity and reduced our reliance on paper. It’s incredibly reliable, easy to manage, and scales well. Support for AccuRoute is equally robust. It’s an integral part of our business, and we plan on using it for the foreseeable future.”

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