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