ISO and Government Approved Digitisation Specialists

Financial Planner File Scanning

Digitise your clients’ financial files fast, and at a great price – with a safe, secure and easy ISO-accredited solution that takes the pain out of document scanning.

Scan2Archive are the experts in financial planning document scanning. With over 15 years’ experience, we take the complexity out of document digitisation and file management. 

ISO quality
Management system 

Our ISO quality management system ensures the confidentiality and security of your customers’ data is our number one priority.

We use state-of-the-art equipment that ensures the data capture is of the highest standards and can be uploaded into all financial planning software and CRM solutions including X-Plan, Coin and Midwinter. Plus, as scanning is our core business, we’re able to pass on our cost savings to you.

Document Scanning Services
Why Choose Us?

Personal and Professional Service

We strive to provide a first class customer experience. Along with digitisation professionals, Scan2Archive is a team of customer service professionals.

35+ Years of Experience

Scanning experience in Government, Medical, Financial, Engineering, Arts, Mining and Construction sectors. Tried and tested service offerings backer by AS/NZS ISO 9001:2015 Quality Accreditation.

Purely Scanning Specialists

Be the beneficiary of best practice techniques, efficient workflow and quality results. Our focus is purely on continuous improvement of scanning techniques and digitisation of paper based products.

Secure Collection Australia Wide

Secure freight network for the timely and safe collection of materials nationally. Our transport vehicles have no identifiable markings and Scan2Archive staff are experienced in the handling and transportation of sensitive archival documents.

Security and Confidentiality

We take the security and confidentiality of our clients materials seriously. All Scan2Archive employees sign a legally binding confidentiality agreement and receive specific training regarding the handling and processing of sensitive and confidential materials. Additionally, criminal record checks are completed for employees working on restricted projects.

Government Approved Supplier

Scan2Archive are an approved vendor for NSW Government Procurement ICT Services SCN0020 Category G20 — Digitisation and a signatory to Queensland GITC5 for Government purchasing.

To find out more about our financial planner file scanning services, contact us today for a fast, obligation-free quote.

AS/NZS ISO 9001:2015
accreditation

We understand that maintaining the security and confidentiality of your clients information is your top priority. Scan2Archive has over 15 years’ experience working with financial planners and have established ourselves as experts in financial planning document scanning. 

iso accreditation
secured transport

secure document
collection

Your office to our secure scanning facility. Each project is allocated one of our experienced project managers to manage the entire project from secure transportation through to industrial destruction or secure return.

data and crm
management

All the data captured can be immediately uploaded into any financial planning software or CRM solutions such as X-Plan, Coin and Midwinter. Alternatively, the scanned files and associated digital assets can be made available through a secure FTP link.

If requested, Scan2Archive can also provide access using online file-sharing services or deliver a portable hard drive/USB directly to you.

Financial Planner CRMs

enquire about
FINANCIAL PLANNER FILE SCANNING​

Our experienced and friendly team are available now to assist with your enquiry.