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Scan, Index, Retrieve
  • Extremely efficient in dealing with our archiving requirements, the retrieval of information is quick and simple. The icing on the cake for us is that File Flatners are so pleasant and helpful, and nothing is too much trouble.

     

    White & Co – Insolvency Practitioners
  • As document control is the embodiment of our business, I’m pleased to report that our annual audit went without a hitch. All the documents were easily retrieved and the auditor was impressed by our system, and we’re now enjoying extra space in the office which looks so large and tidy.

     

    B M Trada Certification
  • Having all our information in one place and accessible, really does help the smooth running of the business when trying to locate older client information. Not only that, the valuable room we have gained in removing the cabinets has also proved worthwhile. In all the process exceeded my expectations and you made what seemed to be an impossible task almost a pleasure to be part of.

     

    Michael Ambrose Ltd
  • Over the last nine years we have invested in the technology of our business to ensure full compliance and efficiency in dealing with client files and history.  In 2012 the final stage approached as we looked to get rid of over 50,000 sheets of client files and to ultimately add these into our own management information system. We approached a number of scanning providers where it became obvious that they had little or no experience of IFA business and were simply looking to use us as a test run (and charge us for it!)

    The approach from File Flatners was completely the opposite, where they were answering our questions before we asked them! They fully understood the compliance issues we faced and ultimately gave us digital records we could not only integrate into our system but were catalogued in a way we wanted them to suit our business.

    I found  dealing with File Flatners absolutely straight forward not only in the process but also the straight talking of John the MD. In simple terms John and his team delivered what they said they would do, on time, and the way we wanted it…what more can we ask for? Would I recommend File Flatners – YES is the simple answer.

    David Frankland Managing Director

    Ringrose Grimsley Ltd Independent Financial Advisers

What our clients say