BECOME MORE EFFICIENT AND ENSURE COMPLIANCE WHEN SCANNING CLIENT DOCS INTO XPLAN OR ANY FOLDER OR DIRECTORY STRUCTURE.

 PDF(A)s so every word, name and account number is findable via a simple search function so no more lost docs!
• Simple select the document type from a the copiers menu
• Scan it and if the clients name is on the document it will be named, filed in Xplan client notes in one pass.
• If there is no client name then you can browse for the name at the copier.

NB: You can scan once and send to many different places simultaneously and all Documents are stored as “searchable”

What could be easier than that?
Documents types can be whatever you currently use such as:
• Privacy Forms, Authority to proceed etc
• ATO Forms, Payslips, Bank and Dividend statements
• ID Documents, Passports or Drivers Licenses
• Any Common Documents you currently use

NB: you can scan once and send to multiple locations to save even more time!

HOW WE ARE PERFORMING OVER THE LAST 6 WEEKS