Advisors Assistant offers 2 solutions to help you move to the Paperless Office:
- Web-Based Scanning with ReadyDoc® (additional purchase required)
- View Client With Files (included with Advisors Assistant at no charge) – scan and link any file to a contact name
Advisors Assistant also integrates with Laserfiche and Docupace Document Management Systems.
ReadyDoc Web-Based Scanning
ReadyDoc for Advisors Assistant™ seamlessly integrates Advisors Assistant® with a leading web-based electronic document management system – ReadyDoc®, LLC. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. There’s minimal data entry, and very little learning curve for Advisors Assistant® users. Watch the video to see how easy it is to use Advisors Assistant and ReadyDoc together.
ReadyDoc® pricing starts at just $59/month for the first 10GB of storage space, with a one-time setup fee. Click HERE to see additional information about ReadyDoc, or visit their website, www.ReadyDoc.com.
Call (800) 799-4267 to order ReadyDoc today!
Short ReadyDoc Integration Demonstration
Recorded 1 hour Webinar highlighting ReadyDoc Document Management Features
ReadyDoc Minimum Hardware Requirements
- TWAIN-compliant scanner
- Minimum operating system of Windows Vista or later and at least 100MB of free disk space
- Web browser: Internet Explorer or Firefox recommended