POPULAR FEATURE

Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and efficient.

Get a bespoke filing structure for your client documents and company documents - including HR, compliance and more.

Setup a structure to suit specific business units. Ensure all staff are following a clear and consistent filing process.

Create custom indexing profiles for specific document workflows (e.g. invoicing, contracts, tax returns etc.) to minimise manual data entry.

Integrate with '000s of third party software providers where your client information is managed for accurate filing and retrieval.

Fast Document Retrieval

Get faster document retrieval with everyone following the same standardised filing processes.

Controlled Filing Structure

No more messy folder structures! Rest easy - your filing cabinets are safe following setup. Changes are reserved to admins only.

Future Proofed Filing

Ensure a consistent filing structure as you grow, year after year. Our expert team will provide you with best practice filing processes.

Eliminate Mis-filing and Duplication

Eliminate filing inconsistencies between staff and across your business using automation and integration options.

Advice from a product and industry expert

For both big and small businesses and firms

Personalised to your business

Any questions you have answered

"Ticked All The Boxes At A Great Price Point Suitable To Us."

Partner, P.B. Syddal & Co

"Ticked All The Boxes At A Great Price Point Suitable To Us."

Partner, P.B. Syddal & Co