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.

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…

Improve the way your company does business by outsourcing your files

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.

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.