Document Management
- Access to client documents remotely
- Documents backed up by IntelliFlo
- Saved against a client record with the option to segment via binders
- Client documents fed through to the compliance area for checking
Not only will our document management system make the filing and correct storing and retrieval of documents faster and easier for your business, it will save storage space, as well as create consistency and accuracy across your company.
Saving and storing your client documents electronically using Intelligent Office’s web-based structure couldn’t be simpler. The system is intuitive and user-friendly and updates to documents are live, which means you can always be sure the document you are using is the most recent.
Storing the documents centrally means users can have instant access to client documents remotely regardless of their location, which gives the business further freedom and flexibility in its operational processes.
Importantly, the system enables more efficient document searches and creation of accurate management information.
You can be safe also in the knowledge that your documents are housed in a secure environment. IntelliFlo has experienced professional engineers and security specialists dedicated to round-the-clock data and systems protection and management. This includes full disaster recovery making sure your business critical documents are always safe and accessible no matter what may occur.
In addition, we do away with the burden of manual and unencrypted back-up as we undertake the backing-up of your database for you.
Document management resourcing through Intelligent Office can greatly improve the efficiencies and cost savings to your business.