Managing hard and soft copy paperwork is time consuming, costs money, and let’s face it – gets 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. 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)

Click to read more and download the PDF

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

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 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
  • Authorities
  • 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 Your Free Demo

See how business filing just got easier with a complimentary 30 minute online demo. Simply fill in your details now and we will contact you promptly to organise a time.

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