Professional Services

Look to the experts in Kofax technology

Our Professional Services team delivers the expertise you need to successfully deploy, maintain and maximise Kofax document capture, workflow and print management solutions. After all, no one knows Kofax technology better than Kofax.

Success at every step

Installation: From planning to deployment to solving your needs

Our implementation team uses industry best practices to consult, plan and seamlessly install your solution – either on site or remote – then provides expert guidance so you can quickly get up to speed and realise measurable results.

Installation services include:

  • Planning
  • Configuration
  • Implementation
  • Deployment
  • Administrative training

Consulting: From discovery to design to maximising your investment

Our consulting team collaborates closely with your team to perform detailed discovery and analysis before delivering solution-specific strategies and designs. All to help increase efficiencies, cost savings and return on investment.

Consulting services include:

  • Analysis and design
  • Workflow architecture
  • Customization
  • Solution upgrades and migrations
  • Solution health assessment


Our Professional Services methodology is designed to improve information workflow, accelerate business processes and optimise your output devices.



We take time to understand your business objectives and perform a robust solution and architectural review.



We use best practices and a streamlined project plan to accelerate ROI, optimising for failover, disaster recovery and scaling.



We seamlessly implement solution components, integrated within your specific environment.



We aim to meet all timelines and deliverables, ensuring solution readiness and a complete deployment.



We conduct regular health checks and review usage and performance – enhancing the solution to align with evolving business needs.

What our customers and partners are saying

Our Services


Kofax ControlSuite
QuickStart for SMB

The QuickStart for SMB services programs are lower-cost, pre-defined service packages covering server installation, the configuration of a few devices, and deployment of a few print or capture workflows. Designed for small environments with low complexity, QuickStart for SMB is the perfect cost-effective way to deploy ControlSuite or individual modules of AutoStore, Equitrac, and Output Manager to capture documents, manage print output, control costs and increase security.

Kofax ControlSuite
Upgrade & Migration Services

Existing Equitrac, AutoStore and Output Manager customers can take full advantage of new capabilities enabled by leveling up to Kofax Equitrac 6, Kofax AutoStore 8, Kofax Output Manager 5, or Kofax ControlSuite. They should contact Kofax Professional Services for an upgrade or migration engagement. Our team can upgrade any one of these single products to its latest version or support customers who wish to step-up to the complete ControlSuite platform.

Content Control & Systems Assessment Services

Kofax Professional Services understands that business requirements and technology infrastructure change over time. A Content Control & Systems Assessment (CCSA) is a comprehensive assessment service to evaluate the technology and business processes that control the print, capture, security, and output management of documents and their content.

During a CCSA engagement, our team of expert consultants will assess the state of your Kofax solutions and compare them to the organisation’s needs. We’ll then prescribe system and business process changes for the specific objectives that will ensure the Kofax solutions are optimized. Our comprehensive report will identify areas for optimization of your solution and business processes and will detail areas where security and performance can be improved with best practices, hardware changes, and expansion of your Kofax solution to right-size it for your business growth plans.

Premier Support Services

Kofax Professional Services and Kofax Customer Support help customers maximize up-time and gain the most benefit from their Kofax print or capture solution. With Kofax Premier Support, customers receive unparalleled expertise, accelerated and dedicated support, and strategic advice tailored to their specific IT environment benefits such as:

  • A single point of escalation via a Technical Account Manager.
  • Operational insights through regular incident review sessions
  • Annual proactive system evaluations (see “Content Control & Systems Assessment Services”)
  • 24 x 7 coverage for critical “Severity 1” situations.
  • Quarterly business reviews covering support incident trend, and future planning.
  • Support Options page
Add-on Services

Customers with existing Kofax print and capture solutions often need to expand their implementation by adding devices, desktop clients, workflows and print queues but these add-ons do not always require the level of effort of a full professional services engagement.

Kofax Professional Service can help customers maximize their existing Kofax software investment by expertly and quickly expanding their solution in a cost-effective manner without the overhead normally associated with a new implementation.

Learn how to extend your Kofax solution by engaging Kofax Professional Services to quickly and easily expand your implementation with add-on services for new print devices, desktop clients and more.

Upgrade Services

While upgrading to the best of breed technologies is highly beneficial, the disruption it can cause when the application itself is mission critical to the business can be significant if not well planned and executed.

Kofax Professional Services’ years of experience deploying Kofax software installations as well as our direct integration with Kofax engineering and Kofax customer support makes us the right choice to analyze, plan, and execute an upgrade of your existing solution with minimal impact to business operations.

Learn how to engage Kofax Professional Services to upgrade your Kofax print and capture solutions.

Desktop Capture Services

Capture of paper and electronic documents and manual entry of index data can be greatly reduced with Kofax capture software and the right implementation that aligns to your business processes. Using built-in features to retrieve content from documents via a point and click user experience, Kofax Professional Services can configure your Kofax software to capture, index and route documents quickly to common storage locations and content repositories – easily modeling and automating the business processes you have today

Learn how to engage Kofax Professional Services to quickly install and configure Kofax software to handle your capture needs.

Document Capture
Services for Legal

Law firms have unique document capture needs based on their client work and legal specific applications. Kofax Professional Services can help legal customers maximize their investment in Kofax capture software and their back-end legal document repository by integrating their MFP/MFDs to simplify the complexity of capturing documents while also reducing human errors.

Kofax Professional Services Consultants will install and configure your software to capture documents from MFP/MFDs and route them to the correct locations in your legal systems using appropriate meta-data and indexing.

Document Capture Services for Healthcare

Healthcare organisations have unique print and capture needs based on regulatory pressures and healthcare specific applications. Kofax Professional Services can help healthcare customers securely manage the capture and print of patient information and PII by integrating Kofax capture and print software with EHR systems and enforcing secure print release. Kofax Professional Services can even integrate secure copy protection features for prescription print to ensure regulatory compliance.

Kofax Professional Services Consultants will install and configure your Kofax software to integrate your MFP/MFDs and print devices with your EHR following secure best practices

Remote Installation Services

Larger, complex customer installations require Kofax Professional Services engagements that include a statement of work and a review process of the intended services. For short engagements in environments with a low degree of complexity, Kofax Professional Services offers packaged services that are easy to order and eliminate the statement of work process.

Remote Installation Services are available for the following Kofax products and cover the most basic installation and configuration services that meet the needs of small businesses:
- AutoStore 7
- Output Manager 4
- Equitrac Express or Equitrac Office 5
- eCopy ShareScan 5
- eCopy ShareScan 6

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