Managing document compliance for accountants
Regulations are changing faster than ever and so are the compliance challenges faced by you and your staff. At this rate, the list of measures that you need to keep your information safe and secure might be longer than all those balance sheets put together.
And that’s without the challenge of keeping up with changing technology, and keeping track of everything, down to the very last detail. We get it. Really, we do
Solving your problems
Our system for managing sensitive financial documents utilises a proactive approach to statutory retention periods and other compliance demands. This will help you find those critical files fast while freeing up space and valuable resources – not to mention we’re also experts at handling big numbers.
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Safe as houses, and compliant too
We’ll protect and preserve your accountancy records from loss or degradation with the latest temperature and humidity controls along with fire and flood suppression. Additionally, we will safeguard your records from unauthorised access with state-of-the-art intruder systems that include lock and keypad access and CCTV.
Retrieve files easily
Our national network means you’re never more than two hours from your local document storage facility. Plus, we also offer same-day and next-day GPS-tracked delivery of your documents seven days a week. So, whether it’s audits, tax returns or financial statements, with our Really Reliable storage service you’re guaranteed to get the file on your desk the very same day.
You’re still in full control
Our accounting document management system lets you securely manage your inventory 24/7. So, if you’re burning the candle during year-end, you can request the files you need from storage day or night and arrange collection of new assets. And to take even more pressure off, you’ll know you have a full audit trail of movement.
Retention management
Our accountancy experts provide you with exactly the services that you need. So, when we’re cataloguing and indexing your archive files, we’ll flag retention dates and issue timely reminders so your records can be destroyed swiftly and securely. This ensures compliance with rigorous privacy regulations, whilst also lowering costs by helping you reduce the number of files.
Helping you comply with rigorous privacy regulations, whilst also helping you reduce the number of files you need to store which lowers the cost.
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There for you
Our national network means you’re never more than two hours from your local document storage facility. Plus, with same-day and next-day GPS-tracked delivery of your documents seven days a week, we can get the file on your desk the very same day.
Get documents faster
If you need something urgently, no problem. Our Scan on Demand service delivers what you need securely – through either our customer portal or your Secure File Transfer Protocol (SFTP). As well as saving time with a quick turnaround, you can also save money by only scanning the documents you require.
Document scanning service
Inventory management is a tough balancing act. You have to know which documents you need to keep in storage, which to destroy, and which ones are used regularly so you can start to digitise.
Because otherwise, you’ll be making your bills larger. But with our audit services, we’ll tell you what you need to know to make your bills smaller.
Our document scanning solutions are designed to keep your records safe, reduce the risk of lost files and support your organisation to go paperlite. No matter your work model – whether WFH, hybrid or in office – your team can all have access to your records.
Find out more hereSupporting a paper-lite way of working
Solving problems is at the heart of everything we do. With digital increasingly becoming the new normal, more and more insurers are reducing their reliance on paper, and as ever, we’re here to help. We’ll also help you understand what needs digitising and what doesn’t, so you don’t waste money