Companion Data Services


Companion Data Services, LLC (CDS), provides the award-winning DocFinity® software solution, an enterprise content management (ECM), business process management (BPM), adaptable workflow and organizational collaboration. Your data will work in an organized, paperless, productive environment with unparalleled openness and efficiency!

  • CAPTURE – Scan, upload, and import documents to store and easily retrieve them in the future. Automate the process with intelligent capture options.
  • DELIVER – Provide anytime, anywhere access to documents, data, and real-time reports.
  • SECURE – Minimize security risks by controlling levels of access to critical files and content and applying retention rules to comply with regulations.
  • AUTOMATE – Eliminate repetitive tasks, standardize processes, and confidently manage record disposition.
  • INTEGRATE – Integrate with all of your systems, applications, and data sources to connect documents with the data held in your core applications.

  • Unlike other vendors who only offer a subset of their product suite in the cloud, you can license the entire DocFinity suite with your SaaS subscription. The DocFinity Cloud software stack gives you access to all the core capabilities of the DocFinity system plus BPM/Workflow, Records Management, eForms, Dashboards and more to meet your growing needs.

    Learn more about how our DocFinity-powered solution can enhance your industry:
  • Education
  • Government
  • Healthcare

  • CDS is headquartered in Columbia, South Carolina with offices in Dallas, Texas and Baltimore, Maryland.

    Contract Info

    Awarded Vendor:
    Companion Data Services

    Contract Awarded:
    Document and Records Management

    Contract Number:

    Lead Agency: 
    Region 14 ESC

    Contract Term:
    5 year term, April 2, 2018 to April 30, 2023
    *Option to renew for zero (0) additional one (1) year periods.

    Due Diligence

    Request for Proposal:
    RFP for Document and Records Management

    Awarded Vendor Response:
    Companion Data Services' Response to RFP

    Bid Tab & Request for RFP List

    Award Letter:
    Region 14 Award Letter

    Renewal Letter:
    5th Year Renewal Letter

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    Vendor Contact

    Kathy Duncan
    I-20 At Alpine Road, AF-789
    Columbia, SC 29219
    (803) 264-4752