FINANCIAL PLANNING FILES

Scan2Archive provide all-inclusive pricing to cover the entire project from files collection through to document digitisation and secure destruction of original files. We understand that this is not something that planners necessarily want to do, so we take the pain away through our end to end pain free service offering.

Scan2archive are a government approved supplier and follow strict internal processes based on ISO 9001:2015 Quality Assurance framework. This ensures a cost effective, high quality service with document security and client confidentiality of utmost importance for each project.

Please find below a summary of the services we will provide to your planners:

  • Box collection and secure transportation to our facility.
  • Document preparation.
  • Document scanning in 300dpi colour.
  • On demand scanning, 1-hour turnaround time i.e. whilst we have the files if a planner or the licensee requires a customer file urgently we will scan and email back to the planner or licensee immediately.
  • Optical Character Recognition (OCR) for text searching.
  • File naming as per client name.
  • Portable USB media file delivery.
  • Secure destruction of files following approval.
  • 6 months’ data storage.
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