Financial Document Solutions | Document Services

Take Control of your Financial Documents

Financial professionals are involved in one of the most fast-paced, information-heavy, complicated industries. Whether you are a bank, mortgage company, an insurance company, or government agency, the amount of financial documents these professionals deal with is endless. They rely on a wide variety of documentation to provide the best service possible.

At Shoreline, we have serviced financial institutions for over 20 years. We have the experience to assess your specific situation and provide the best solutions for your company.

Save time searching for records

With digital records, eliminate the time spent searching for documents within your office. Instead, every record is uploaded to a Document Management System. Even if you do not know precisely what you are searching for, documents can be discovered with keyword searches or even key phrase searches.

Access and share information efficiently

Increase the productivity of your staff by utilizing our Document Scanning Solutions. Not only are your documents much more accessible, but they can be shared more efficiently. No longer must you waste time and paper making copies or scanning individual pages at a time; simply search for your document and share it as easily as sending an email.

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Get the most out of your office space with Document Storage

Eliminate the need for bulky filing cabinets that take up valuable office space. Once your documents are scanned and uploaded, we store your physical files until they can be destroyed. This allows you to utilize your office space to its fullest potential.

We manage financial documents such as:

Accounts Payable/Receivable
Mortgage loan files
Audit Documentation
Corporate Filings

Human Resources
Legal Files
Insurance Documents
Client Files
Invoices
Loan Applications
Investment Forms

Financial Statements
Contracts
Credit Statements
Underwriting
Tax Records
Archives
And many more…

The Challenges of Managing Financial Documents in-house

Most of this documentation contains sensitive personal information that must be protected. This is a problem finance professionals face on a daily basis. With such a large amount of business documents, they must have a document management system to ensure security and compliance. They must also share this information with fellow employees and clients, which involves making copies, therefore, adding to the amount of paper they already have.

Consider the Shoreline Difference

With over 20 years of information management experience, our team of experts can address many issues your business may face, including developing a document management plan, designing appropriate file structures and taxonomies, and outlining a destruction plan.

Located in Long Island, New York, SRM offers a full suite of comprehensive offsite document management services and document scanning solutions. We help companies reduce costs and improve efficiency by serving as a trusted advisor and supporting your document management program.

Whether your business has 50 employees or 50,000, our team of professionals understands the challenges of tracking and managing a records retention schedule.