Upland Software Acquires Omtool

Automating document-driven workflows with enterprise-class secure capture and fax solutions

Omtool is an enterprise document capture, fax, and workflow solution that provides secure document process automation to financial institutions, legal firms, and healthcare providers. Omtool is the latest addition to Upland’s Workflow Automation product family to create one of the industry’s most powerful workflow automation and document management offerings.

The acquisition adds scalability and security to ensure customers receive exceptional value from Upland.

Why did Upland Acquire Omtool?

Upland is committed to providing the most valuable cloud-based Enterprise Work Management solutions in Project & IT Management, Workflow Automation, and Digital Engagement to our broad customer base. From our dedication to customer success, we strive to continue to acquire companies that improve our ability to provide customers the best solutions to help them achieve the most valuable results.

Joining FileBound and Advanced Processing and Imaging in the Workflow Automation product family, the acquisition creates one of the industry’s most powerful workflow automation and document management offerings, enabling businesses across a variety of industries to organize and automate information-intensive processes to deliver critical content to business applications in a secure and compliant manner. With the addition of Omtool, Upland expands its reach in financial services, legal, and healthcare through Omtool’s direct relationships and their extensive network of channel partners.

Now more than ever, security and compliance are essential to an organization’s document management and workflow automation processes. But all too often, their document capture is unsecure or inefficient. Omtool is a highly scalable capture solution used by organizations that have high-level security needs and also provides integrated capabilities with multi-function devices, which creates a seamless connection from the device to the Capture workflow.

What’s the Future of Upland’s Workflow Automation Product Family?

The future of efficiency and productivity in the workplace is dependent on the automation of the flow of work across organizations. At Upland, our focus is to provide extensive capabilities that deliver this automation promise through the entire process lifecycle, coupled with exceptional service. As we move forward, the Upland team seeks to provide even better experiences and solutions through operational excellence, enterprise-class quality and security, customer-driven innovation, and further acquisitions. Many of you have seen the strategic moves Upland has made to expand our market reach and provide our customers and resellers with more opportunity—our acquisition of Omtool is only the beginning in our efforts to deliver exceptional value to you.


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Upland’s family of cloud-based Enterprise Work Management applications helps customers run their operations smoothly, adapt to change quickly, and achieve better results every day. See what you can do with Upland. To learn more, contact us at [email protected].

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