Paperless Office

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

ReadyDocReadyDoc 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

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,

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


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