Managing hard and soft copy paperwork is time consuming, costs money, and let’s face it – gets boring!
Info-Organiser allows your Accounting practice to create a streamlined, robust and secure document management system with the flexibility to grow as you do. Even better, your staff will enjoy using the software every day.
The ATO Ruling TR 2018/2 outlines the ATO guidelines for electronic record keeping. (Replaces previous ruling TR 2005/9)
7 Immediate ways you will benefit from using Info-Organiser in your accounting practice.
- 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
Info-Organiser is the preferred choice for financial planners who want to store and manage all their documents compliantly and efficiently. Info-Organiser offers more superior store and search features than XPlan, giving you full control of your valuable information.
Info-Organiser will electronically store these document categories and much more …
- All customer records
- Insurance and Superannuation Policies
- Invoices and Payment Records
- General Correspondence
- Fund Manager Reports
- Latest Financial Information
- Marketing Material
Info-Organiser supports compliance by using a standard 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.
Organise a free demo
See how Info-Organiser works for you with a complimentary 30 minute online demo. Simply fill in your details now and we will contact you promptly to organise a time.