Client files, tax workpapers and advice documents scanned and indexed by client and year, with access agreed up front. Gold Coast and Brisbane practices.
A practice accumulates paper for every client, every year. Digitised and indexed by client, year and document type, a file that took ten minutes to find in the archive is found in seconds, and the room it lived in is free again.
We agree indexing, access and delivery with your practice before processing begins. Explore our document handling process.
Engagement letters, source documents and correspondence, filed under the client and year you specify.
Returns, working papers and supporting schedules kept together by lodgement year.
Fact finds, statements of advice and review notes, indexed so a client's history is found in one search.
Files can go into a SharePoint library with client-level permissions, or into your practice management system if it supports an import. We start with a sample so your practice manager can review the output and indexing before committing the archive.
Originals can be returned, held or securely shredded, which is quoted with the job. See our published prices.
Yes. We agree the structure with you, for example client name, then year, then document type, and test it on a sample before the full archive is processed.
Retention periods depend on the type of record and your licence conditions. Confirm requirements with your compliance officer or professional body before authorising disposal of any originals.
We agree access, handling and delivery with you before work begins, and staff handling the physical documents are police checked. Read how we handle documents on our security page.
Yes. Many practices clear the storeroom once lodgements are done. Tell us your timing and the rough number of boxes, and we plan collections around it.
Tell us roughly how many boxes and what is in them, and we will come back with a quote. Collection is quoted separately.