Paperless-ngx
Watches a folder or email inbox, runs OCR on incoming scans, and suggests tags, correspondents and document types. It stores the original file alongside a searchable PDF version, which is worth allowing for when sizing disk.
Invoices, contracts, court bundles and payroll records pile up in box files that flood, fade and take hours to search. A storage server gives your firm space to scan everything once, run OCR, and find any page by typing a name, PIN or case number.
About 700,000 pages at roughly 1 MB each is around 700 GB, within the 1 TB disk. Note OCR on a single core is slow for large backlogs.
Order Storage S1An accounting firm with forty clients can easily hold several hundred box files: bank statements, ETR receipts, payroll sheets and signed financial statements. A law office has client files, title documents and correspondence going back decades. Both pay for shelf space and lose hours every month looking for one sheet of paper.
Scanning is the easy part. The hard part is putting the scans somewhere that will still be there and still be searchable in five or ten years. A desktop folder full of files called scan0043.pdf is not an archive. A document management system such as Paperless-ngx or Mayan EDMS reads the text with OCR, tags each file by client, year and type, and lets staff search across everything from a browser.
Those systems need a server that stays on, with enough disk for originals plus the searchable copies the software produces. A storage plan provides that capacity, with root access to install the software, and room to grow as you work through the backlog. Keep the paper you are legally required to keep until your adviser says otherwise; the server makes it findable and protects you against fire, water and lost files.
A KRA query, an audit request or a client dispute asks for one invoice from three years ago. Staff pull box files from a storeroom and page through them. With OCR search the same request takes a minute.
A leaking roof during the long rains, a small office fire or termites can destroy records you are required to keep. Scanned copies held off-site mean the loss of paper does not mean the loss of the information.
Open shelves let anyone read payroll, HR files and client agreements. A document system gives each user access only to the clients or departments they work on, and keeps a record of who opened what.
Firms that already scan often end up with thousands of unnamed PDFs across laptops and email. Without OCR and consistent tags, the archive exists but is barely more useful than the box files it replaced.
These open-source tools are widely used for business archives. With full root access you install and configure them yourself, usually with Docker.
Watches a folder or email inbox, runs OCR on incoming scans, and suggests tags, correspondents and document types. It stores the original file alongside a searchable PDF version, which is worth allowing for when sizing disk.
A fuller document management system with workflows, metadata fields, version history and detailed permissions. A better fit than Paperless-ngx for a law firm that needs approval steps or per-matter access rules.
A command-line tool that adds a text layer to scanned PDFs. Useful for batch-converting an existing folder of old scans before importing them, and it is the OCR engine Paperless-ngx relies on.
Gives staff a familiar file-and-folder view with desktop sync, and lets you share a specific folder with an external auditor for a limited time instead of emailing attachments.
Deduplicating, encrypted backups of the document database and media folder. Use it to keep dated copies on the server and to send a second copy elsewhere, so a bad import or deletion can be reversed.
Set the slider to the number of pages you plan to keep. We assume about 1 MB per page stored, covering a 300 dpi scan, the searchable copy and thumbnails, with roughly 25% of the disk left free.
This is an estimate: colour scans and photographs of documents take several times more space per page than black-and-white text, and the scanner's resolution and compression settings matter most.
0 of 8 done. Tick them off as you go.
The Tax Procedures Act, 2015 generally requires taxpayers to keep records for five years, and longer in some situations. Digital copies help you meet that period, but confirm with your tax adviser which originals you must still keep on paper.
ID copies, KRA PINs, payslips and contracts are personal data under the Data Protection Act, 2019. Keep access limited to staff who need it, encrypt backups, and delete records once the reason for keeping them has passed.
Office internet is often shared with calls and client work. Let scans queue locally and sync to the server overnight, and check your upload speed so you know how quickly a backlog of box files will clear.
Plans from KES 2,000 a month, paid by M-Pesa or card.
Size your server