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. 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.

Financial Adviser File Scanning

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 backed 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 records.

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TESTIMONIALS

Eastside Insurance

‘The files were collected and scanned in a timely manner, the project was completed on time, the files are in good order and I am able to easily find what I need.’

Ashley Davidson
Eastside Insurance