7 Best Paperless Office Software (2024)

Paperless office applications are designed to reduce or eliminate the flow of paperwork through an enterprise. Learn more about eight of the best paperless office apps, from suites that include paper document scanning and optical character recognition to utilities for processing digital documents and signatures. Find out what a paperless office is and how applications for digitizing data and document flows function alongside workflow management software in the information ecology of a paperless office.

What Is Paperless Office?

The concept of a paperless office is a workplace in which the use of physical paper has been reduced significantly or eliminated entirely in favor of end-to-end digitized documents. In other words, customers or clients interact with an enterprise in paperless ways, such as email, chat or over the phone. Employees then use software to process this information or workflow management software automatically processes data and documents in specific ways.

The Best Paperless Office Document Management Software

Software for paperless offices is typically designed to handle common digital document file formats. Many document management applications also feature one or more of the following specialized utilities for digitizing paper documents in hybrid or transitional offices:

  • Document control for access and permissions
  • Version control for digital documents
  • Support for digital signatures and processing signed documents
  • Paper document scanning using a scanner or high-definition camera
  • Optical character recognition to make scanned documents searchable

Here are eight leading paperless office applications to consider pairing with workflow management software. Some of these platforms provide a combination of all of these features, while others focus on particular paperless office functionality. Enterprises can optimize workflows by supplementing the right paperless office applications with comprehensive workflow management software.

1. Achieve a Paperless Office With Adobe Acrobat Pro DC

One of the most versatile paperless office applications originated as a portable document file reader. Adobe Acrobat Pro DC is the latest premium version of this software, which has the ability to manage PDF files and other document formats and has scanning and optical character recognition abilities. A unique feature of this software is the ability to securely send documents internally and control permissions and rights management. A free trial of Adobe Acrobat Pro DC is available.

2. Obtain and Process Signatures with Fluix

This paperless office solution is designed to help industries sign and distribute digital documents. Enterprises use Fluix to enable customers and clients in any location to sign agreements, contracts and other documents. Based on your needs for scanning and OCR or book-keeping functionality, you can integrate Fluix with one or more specialized paperless office applications and use this combo to faster manage your documentary.

3. Try Neat Paperless Filing Solutions for Book-Keeping and Files

Stakeholders of enterprises who are seeking a paperless solution for book-keeping and file management should take a closer look at Neat. The book-keeping application Neat Books centralizes financial data and offers options for automation. Neat is also fully integrated with QuickBooks. The related paperless document management application Neat Files features a document scanning and paperless filing system for digital documents. Neat offers users a free trial of Premium service for 15 days.

4. Get the Best OCR Technology in FineReader PDF for Mac

Workflows that involve digitizing paper documents can benefit from the advanced OCR technology running behind the scenes in FineReader PDF, which was formerly called FineReader Pro. This document scanning application has one of the highest OCR accuracy rates, at around 99.8%, for going paperless at work. Several other applications also use the OCR engine developed by ABBYY for FineReader PDF under license. Features such as Hot Folders for instant archiving make this program a popular choice for offices seeking to eliminate or reduce paperwork.

5. Consider M-Files for a Searchable Paperless Office Strategy

Tagging can serve an important function in digital record-keeping. The paperless office application M-Files is noteworthy because this software features an automatic metadata tagging function. This database organization and OCR platform for Microsoft Windows computers offers functions that are also available in paperless office and workflow software developed for Mac users. Try a demo or 30-day trial of M-Files on a PC or look for a paperless application with advanced tagging features for Mac.

6. Implement Artificial Intelligence With DEVONthink Pro

The paperless application DEVONthink Pro goes beyond automation to offer enterprises the ability to apply artificial intelligence to digital file organization. DEVONthink Pro learns from the way you file and the program will eventually be able to automatically file most documents. Information is available in a centralized database with access controls and can be synced with iOS devices through many leading cloud services. This Mac-exclusive software can still share files with PC users. Try a free trial of this smart information management software for 30 days or 150 hours of runtime.

7. Keep Track of Receipts and Documents in Mariner Paperless

A paperless office program that specializes in OCR scanning for bills and receipts can add up running totals. This unique feature makes Mariner Paperless an attractive application for enterprises that still have a lot of financial paperwork. This digital file management software is available for both Mac and Windows systems. Although users experienced delayed compatibility of this software with Mac OS Mojave, Mariner Paperless can now be used with the latest operating systems and works best with select Fujitsu scanners.

Why Integrate Workflow and Paperless Office Software?

Most of the software that is intended to phase out paper documents does not provide the extensive level of functionality found in workflow management software. Using the right workflow application makes it easier for the stakeholders of an enterprise to get more out of any paperless book-keeping, scanning or signature software. Here are a few benefits of integrating Fluix with paperless office applications:

  • Leave a clear trail with complete system records in addition to paperless audit software
  • Access iPhone or iPad paperless office documents regardless of whether a paperless office program is compatible with iOS
  • Pursue code-free automation in addition to any smart features in a paperless office application
  • Securely store data and documents and permit authorized parties to access information
  • Process documents in the most efficient manner

While some comprehensive paperless office programs prioritize audit trails, mobile access and even include some AI or automation features, these systems are more limited by definition than applications that are designed to manage and optimize workflows. Combining paperless office and workflow software can resolve many inefficiencies related to the smooth flow of documents through an enterprise.

Use Fluix To Optimize Workflows

While implementing paperless office programs can be a step toward a more efficient operation, workflow management software provides more control over document-driven tasks and processes. Integrating workflow management and paperless office software can enable the stakeholders of an enterprise to benefit from code-free automation and resources for managing workflows consisting of data and documents.

7 Best Paperless Office Software (2024)

FAQs

What is the best device for going paperless? ›

A robust physical scanner is an excellent investment if you're serious about being paperless. The document scanner will not only help scan your papers but, with proper software and planning, will efficiently organize your new digital files plus allows you to automate your data input processes too.

Which software is commonly used for creating and managing digital documents in a paperless office? ›

Achieve a Paperless Office With Adobe Acrobat Pro DC

Adobe Acrobat Pro DC is the latest premium version of this software, which has the ability to manage PDF files and other document formats and has scanning and optical character recognition abilities.

Is paperless office a good idea? ›

This also reduces the risk of loss and theft. Saving costs spent on printing and storing documents. Eliminating the majority of paperwork helps you save money spent on paper and filing cabinets, as well as other costs like photocopier ink and office stationery.

How do I convert my office to paperless? ›

How to convert to a paperless office
  1. Invest in a scanner.
  2. Decide how to organize your digital files.
  3. Request paperless statements and bills.
  4. Send invoices and purchase orders via email.
  5. Share all documents online.
  6. Convert paper forms to online forms.
  7. Encourage electronic note-taking.
  8. Make meetings paperless.
Jan 29, 2024

What is the disadvantage of paperless? ›

One of the disadvantages of going paperless means implementing a variety of tools and software to manage your files effectively. While this could be an added benefit to offices—especially since it saves costs on buying paper and frees up storage spaces on computers—digital filing is quite costly.

Is it possible to go completely paperless? ›

You can start going paperless by embracing technology. Start new good habits by not printing out documents and using an electronic signature tool like Docusign eSignature to get documents signed online. Start storing your documents in the cloud using Microsoft OneDrive, Google Drive or Dropbox.

Is QuickBooks paperless? ›

Also, user-friendly mobile tax apps like QuickBooks allow you to file your taxes from the comfort of your smartphone or tablet. These apps provide a convenient way to enter and submit your tax information digitally, eliminating the need for paper forms and manual calculations.

How do I digitize an office document? ›

How to digitize documents.
  1. Get it on the calendar. If you have boxes of documents, consider how much time it will take to go through the papers, scan them, upload files, name files, and organize them appropriately. ...
  2. Get access to a scanner. ...
  3. Get organized. ...
  4. Get started. ...
  5. Get your new process up and running.

What is the problem of paperless office? ›

Hardware Failure

One of the top threats of a paperless office is a hardware failure resulting in lost data. The company must regularly back up its data especially in the case that equipment suffers a breakdown.

What are the disadvantages of paperless billing? ›

Drawbacks of paperless billing
  • Can lead to missed payments. If you're used to the physical reminder of a mailed monthly statement, transitioning to paperless could result in missed payments initially.
  • Requires internet access. ...
  • Risk of overlooked charges. ...
  • Risk of digital clutter.
Dec 15, 2023

What are the threats of going paperless? ›

Going paperless at the office means companies can cut expenses and improve sustainability, while also increasing productivity, accessibility, and some security elements. However, there are also security risks in the implementation process, as well as concerns from cyberattacks, data loss risks, and data privacy issues.

Is there a paperless app? ›

Yes! The Paperless Post app is free to download and use.

Is the government going paperless? ›

A longtime goal to transition to a paperless government is once again a moving target, with the White House now giving agencies until the end of June 2024 to fully transition to electronic recordkeeping.

Why is everything going paperless? ›

When information is needed you have access to it instantly, thus avoiding any penalties against federal or state regulations. Lastly, going paperless creates an environmentally sound organization. Digitizing documents results in fewer copies, less paper consumption, and it saves money on consumable expenses.

What things are needed for paperless? ›

How to transform into a paperless office
  • Take the initiative. ...
  • Create excitement within the team. ...
  • Organize your paper documents and files. ...
  • Choose electronic software. ...
  • Digitize paper-based documents. ...
  • Implement training. ...
  • Secure documents. ...
  • Alert clients of the change.
Sep 28, 2023

How technology can replace paper? ›

Technology has made it possible for everyone to hold a computer in the palm of their hand. With tablets or any digital device, we can easily replace the use of printed paper. We can also read a whole library of books while on vacation, with just an iPad. There are millions of people around the globe using devices.

How do you go paperless with a digital filing system? ›

So below are eight tips for taking your company in a paperless direction.
  1. Establish (or Enforce) File Naming Conventions. ...
  2. Stop Paper Intake with E-forms. ...
  3. Start Using Digital Signatures. ...
  4. Purchase Desktop Scanners to Digitize Incoming Paper. ...
  5. Research and Implement a Document or Content Management System.
Oct 3, 2023

Is going paperless cost effective? ›

Cost Savings

One of the most immediate benefits of going paperless is the reduction in paper and printing costs. Businesses can save substantial amounts of money by eliminating the need for reams of paper and expensive ink cartridges.

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