Cabinet SAFE Document Management Software

Cabinet SAFE document management software is an enterprise-class suite of tools for document capture, indexing, storage, search and retrieval, as well as workflow management, scheduling and collaboration.

Available as installed software or in the cloud, Cabinet SAFE makes it easy for organizations to streamline operations, increase security, improve compliance, use physical space more efficiently and reduce their carbon footprint – all while saving significant amounts of money.

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Your Office. Paperless.

No other business is exactly like yours. So why settle for cookie-cutter document management software – or worse, some “magic” scanner you saw on late-night TV?

With Cabinet SAFE, you don’t just get document management software. You get a true enterprise document management, capture and workflow solution – one that fits seamlessly into your organization’s existing processes and workflows, creates efficiencies and drives adoption from Day 1.

Need cloud-based document management software for a single office? SAFE has it covered. Need to share documents between multiple locations? No problem. Remote access on laptops, netbooks and tablets? With SAFE, it’s easy.

Go paperless the smart way – the SAFE way.

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See Cabinet SAFE Document Management Software In Action

Cabinet Success Stories

  • State of Maryland

    The State of Maryland needed a powerful, full-featured suite of tools for document management, storage, capture and indexing.

    They found it in Cabinet SAFE, which made State offices far more efficient and created significant ROI.

  • NewMarket Financial Advisors

    NewMarket Financial Advisors prides itself on providing truly superior client service.

    That's not easy. But Cabinet document management software made it possible, from SAFE's audit support capabilities to the MOBILE app for iPad®.

  • Papa John's Pizza

    As a leading Papa John's Pizza franchisee expanded operations, he needed efficient, 24/7/365 access to key documents.

    Cabinet SAFE document management software gave him that – and then some.


Any Time. Anywhere. Any Device.

These days, business is a 24/7/365 proposition. You need a document management software solution that works as hard as you do – and from anywhere you go.

Cabinet SAFE document management software lets you access – and use – mission-critical information any time, anywhere, on any device. Whether you’re working on a PC at your office, a laptop at home or an iPad® in the airport, SAFE has you covered.

ROI Calculator

Try the Cabinet SAFE electronic document management software ROI calculator to learn how much your business can save by going paperless!

Calculate My ROI Now

After collecting some basic information, we’ll tell you:

  • How much you're spending each year to manage paper documents
  • How much you'd save with Cabinet SAFE document management software
  • How quickly the SAFE solution would pay for itself

Advanced Tools and Integration


QuickBooks Integration Made Easy

Cabinet SAFE document management software integrates directly with all versions of the QuickBooks accounting suite.

SAFE lets you gather accounts payable and accounts receivable documentation from any source, store it in a standardized, legible, accessible and organized digital form, then enter it into QuickBooks with minimal manual data entry and a full audit trail. Errors and time spent accounting go down … efficiency goes up.

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Streamlined Document Capture

Document capture is the key to unlocking value in a document management system. And no document capture software offers more than Cabinet’s ADVANCED CAPTURE.

Developed by the top minds in the document capture industry, ADVANCED CAPTURE is a powerful, user-friendly system designed to streamline high-volume, high-speed batch importation of documents into our document management software.

It’s the ideal solution for document scanning, document indexing, electronic document importation, data extraction and accounts payable/accounts receivable automation.

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Secure Document Sharing

The Cabinet SHARE collaboration module makes it easy for Cabinet clients to securely and efficiently share documents with customers, vendors, patients, business associates and more.

Using SHARE is simple: SAFE users and outside contacts can each upload documents to a password-protected SHARE account, from which either can access and manage the files via a standard web browser. Uploads and email notifications are instant, and there is no additional software to install.

With SHARE, it’s possible for attorneys to securely share case matter, financial advisors to send statements confidentially, bookkeepers and clients to share vendor bills and customer invoices and accountants to post completed tax forms for immediate review. The possibilities for secure document sharing are limitless.

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People are talking …

Our staff loves the ease of working their cases via SAFE. The software’s functionality makes it easy to store and locate documents while protecting confidentiality of information.

— Marsha Lindsey - Operations Director, Workforce Solutions Texoma