Management -

One System, Two Ways To Manage Documents
In The Cloud or
On Premises

Storing and providing access to documents for your entire organization is easier than you think. KwikTag document management solutions provide a web-based solution that integrates with your Microsoft Dynamics ERP system, or can stand alone. The KwikTag platform is now offered as a fully hosted and managed system in the cloud, or can be managed on-premises.

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Digital Transformation
Modern Document Management

Managing paper is expensive and inefficient. It’s time to get rid of the paper and manage your documents digitally. With KwikTag, you can email, scan, upload, or drag-and-drop any document or file into a central, secure document management system. KwikTag document management can be hosted and managed in the cloud, by KwikTag, or you can manage it on-premises with your own servers and infrastructure.

KwikTag Improves Your Business Processes


any document


any system


any department




Gain Visibility and Control

Stop wasting your time chasing and filing paper, especially when your documents relate to your Dynamics ERP system. Take control of your organization and put important information in the hands of your employees with KwikTag document management.

KwikTag is as easy as “tagging” paper documents and scanning them into the system, where KwikTag automatically associates them with the correct Dynamics transaction, and stores the transaction field level data for user access. The KwikTag platform supports any file type and intelligently relates all documents in your process for complete end-to-end visibility

As a standalone document management solution, or integrated with your Dynamics ERP system, you’ll save time by having access to any document, related to any department, whenever and wherever you need it.

If you’re looking to expand your solution to include AP Automation or expense management, we have that too.


KwikTag In The Cloud

Cloud-based document management means that your platform will be hosted, deployed, and managed by KwikTag. All of your documents and their related data will now be hosted and stored in the cloud, rather than in an on-site server that you maintain. KwikTag Cloud document management is available for Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, and Dynamics GP. It can also be implemented as a standalone solution, KwikTag Anywhere.

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KwikTag On-premises

On-premises document management means that your business will be fully dependent on your network and internal systems to access your software and data because all of your data will be stored on site in servers that your organization maintains. KwikTag on-premises document management is available for Dynamics GP, SL, NAV, AX, Dynamics 365 Finance, and Microsoft Dynamics 365 Business Central. It can also be implemented as a standalone solution, KwikTag Anywhere.

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Business Process Automation That Fits Any Industry!

  • Healthcare
  • Government
  • Distribution/Supply
  • Restaurant/Retail
  • Manufacturing
  • Construction
  • Non-Profit
  • Education
  • Professional Services
  • Financial Services
  • Sports and Entertainment
  • Insurance

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