Financial Planners

Clever Scanning Solution For Financial Planners

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PAPERLESS BUSINESS” SYSTEMS WILL TURN YOUR OFFICE COPIER INTO YOUR HARDEST WORKING  LOWEST PAID EMPLOYEE

Simply place your paper documents  into the feeder of your existing multifunctional copier  type the clients Xplan ID# and the system will automatically do the following

  • Scan the document & Name it
  • Identify the document type*
  • Send them to the clients Xplan folder
  • File the document as a “searchable pdf” for easy retrieval
  •  All TFNs and other identifiers can be automatically redacted

*Document types include:

  • Xplan forms
  • Tax returns
  • Payslips
  • Bank Statements
  • Drivers licenses
  • Passports
  • Migration Certificates
  • Most common document types

The system has built in intelligence so any exceptions are highlighted and once identified processed automatically next time