Does anyone out there use scanning software that they recommend?
I'm drawing blanks right now, but you might consider trying to contact the NASD or your b/d for options. Some scanning/imaging programs are actually compliance approved for storage purposes, which might allow you to do away with some filing cabinets...
we use Paperport ... seems to work pretty well.
I think regular ol' Windows Explorer is good enough, with Google Desktop mixed in to track down a document when a client calls.
PM me Malcolm if you want. I can give you some suggestions depending on your budget and needs.