INFO ORGANISER SOFTWARE

Financial Services

Accountants/Auditors/Financial Planners/Self-Managed Super Funds

Paper, paper and more paper.

Anyone in Financial Services will know that this is a paper intensive sector. Managing all that paper is time consuming, costs additional outlay in rent and equipment and lets face it – boring!

Accountants

Info-Organiser allows your Accounting practice to create a streamlined, robust and secure document management system with the flexibility to grow as you do.

7 Immediate ways you will benefit from using Info-Organiser in your business.

  • Convenient digital archiving of all practice accounts.
  • Compliant electronic storage of all government compliance tax forms.
  • Easily store bulky Corporate Registers.
  • Electronic archiving of historical tax files into a powerful database engine.
  • Instant retrieval of all client records from one central source.
  • Eliminates the need for expensive onsite or offsite storage.
  • Accountants prefer Info-Organiser as it has a powerful and superior search tool over and above other programs like Viztopia, Accountants office and Handy software.

Are you ready to join our happy client list?

Here’s some testimonials to help you decide…

Accountant counts his blessings – now filing 100 page documents is a flash

It has been just over six years since you installed Info-Organiser software in our office. Over this period we have seen a few changes but nothing like the latest version 8-3. I must admit that at first my staff and I were a bit hesitating and maybe even scared to use it. But now, just eleven weeks later, we have absolutely no fear or hesitation. In fact, we have filed almost 3,000 documents. These documents are not just one or two pages, most of them would be at least 100 pages or more.

Filing has become a lot easier and faster and searching criteria has expanded enormously. We can now see that if we change our indexing structure we will have even more benefits. Even the dinosaurs in the office find searching much quicker with the virtual folders the system created. Congratulations to you and your team for a job well done.

I also appreciate that you are always open to suggestions. Most software developers ignore user requests or shelve them for later but in your case a lot of our suggestions have been taken onboard and acted upon. We await the next version eagerly.

Yours sincerely,

Con Dandanis
HD+Co Accountants and Business Advisors

High praise for high speed Avision scanner

I had no idea how fast 60 pages per minute was until I used the Avision AV220 document scanner – the jump from 30 pages per minute to 60 has impacted the momentum of our business significantly.
Geoff Hindson, CA
Hindson Hislop & Co

Financial Planners

Info-Organiser is the preferred choice for financial planners who want to store and manage all their documents compliantly and efficiently.

Info-Organiser will electronically store these 8 document categories and much more …

  • All Customer records
  • Insurance and Superannuation Policies
  • Authorities
  • Your own office Invoices and Payment Records
  • General Correspondence
  • Fund Manager Reports
  • Latest Financial Information
  • Marketing Material

Info-Organiser supports compliance by using a simple naming convention that allows you to keep all file names consistent.  With Info-Organiser’s complete audit trail you can track the entire history of documents from when they were initially created to who has accessed them and when.

Smooth transition goes according to plan for financial planning co.

We would like to take this opportunity to thank you and your staff for the professionalism, dedication and commitment you’ve shown Planning Partners during our business relationship. The Info-Organiser Version 8 Upgrade was quite a smooth transition with minimal disruption to the normal routine in the office.  The new version is faster, more efficient and less complicated to file and search. We are extremely happy with the new Version and if the opportunity arises will be more than happy to refer you to our clients and or associates.

Thanks once again.

Roni Mason
Office Manager/Compliance
Planning Partners Pty Ltd

Info-Organiser will have you productively using your files within an hour of installation – find out more …