Tax advisor seeks document management system (DMS)

We are a small tax office and are looking for a document management system (DMS) to digitize our receipts and archives. A six-figure number of receipts needs to be processed.

The software should meet the following requirements:

• Text recognition, OCR
• Archiving
• Integration with MS Outlook
• Very good searchability of individual receipts, a wide variety of receipts, from different clients (keyword indexing)
• Automated, preset folder structure for clients
• Cost-effective
• User-friendly, i.e., self-explanatory, clear
• Preferably locally on our server
• Backup in the cloud, if necessary

Three to four software workstations are planned. Work will be carried out in an MS Windows system environment.