Financial & Accountancy

Financial, Legal & Accountancy Firms: ensure you are fully compliant with the stringent new General Data Protection Regulation (GDPR) by using our powerful document management systems.

We make it easy for you to go paperless.

Take advantage of our secure, bespoke range of services to scan, digitise, bookmark and search anything you wish to archive. You'll be able to:

• Search and access archives of information instantly
• Reduce your organisation's reliance on paper
• Enhance productivity, manage costs and ensure compliance updates
• Respond with greater speed and efficiency to your customers
• Eliminate costly mistakes due to misfiling of paper files
• Save time, save space, save money

Benefit from converting to a more robust, convenient and disaster-proof online system accessible on your PC, laptop, tablet or mobile device.

Who is it for?

Organisations that will benefit from the SDS Document Management Service include:

• Banks
• Building societies
• Investment banks
• Credit unions
• Friendly societies
• Personal investment firms
• Insurance intermediaries
• Mortgage intermediaries
• Investment managers
• Life insurers
• Wholesale firms
• General insurers
• Custodians
• Wholesale insurers, commercial insurers and reinsurers
• Lloyd's and Lloyd's Agents
• Markets (exchanges & infrastructure providers)
• Collective investment schemes
• Managing agents
• Investment firms
• Trust Companies
• Hedge Fund Managers
• Solicitors
• Accountants

We have designed bespoke systems specifically for accounts and financial departments to help them better manage the mountain of paperwork associated with keeping records of transactions and invoicing. Our systems enable secure and tracked any-time, anywhere access to financial records, and to compile this information into meaningful reporting and management.

Our financial document management system can also be tailored specifically for insolvency management, with reporting, search and audit tools for dealing with liquidations, receiverships and Individual Voluntary Agreements (IVAs).

Please contact Alan Bannister, Director, Financial, Legal & Accountancy Services for further details on 07770 980 142