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Selfhosted
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Paperless-NGX
This ticks all your boxes. It's really good.
The killer feature for me is my networked scanner scanning directly to the paperless consume samba share and the documents just popping up in the inbox fully OCRd and pre-categorised. Pretty magical.
NB, the docs make it sound like a proper DB is optional, but it's really not. Performance was iffy for me with sqlite but is rock solid with Postgres.
This was it for me now, installed paperless-xng, set it up to scan my email folders, copied all random PDFs from my "organized" tax folder and scanned the rest.
Too bad I just happen to have that Brother printer/scanner without SMB or FTP support. So I need to go through the process of scanning on my computer first, then uploading.
If it can email you can send it to an email address and paperless can automatically grab it and archive it.
I've been digging into the settings of this printer and, sadly the only send it can do is as a fax... It's the entry model, been serving us for years very nicely. It even connects to the internet, but misses features such as email, smb or ftp. For me this looks like something an open source firmware could fix. It has enough processing power to possibly run a lightweight Linux distribution, so installing one that would enable modern communication protocols doesn't seem impossible.