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Data Entry Services

eMoney Data Entry Services saves you valuable time and resources with the smooth and easy setup and/or maintenance of your clients on the eMoney system. Data Entry Services provides client case entry, scanning/uploading documents into the Vault, generating periodic reports and setting up your client's Personal Client Website.

Use Data Entry Services to:
  • Set up your first client or whenever you need to enter a large amount of clients in a short period of time. (average client case entry costs only $100)
  • Scan paper documents (e.g. wills, deeds, etc.) securely into the Vault for all of your clients
  • Upload electronic documents securely into the Vault for all of your clients
  • Generate periodic statement reporting (quarterly, semi-annually or annually) for all of your clients
  • Set up your client's Personal Website

While eMoney Data Entry Services' team of highly skilled professionals is entering and maintaining your client data in a secure, paperless work environment; you can focus on building your business and selling your services.

With Data Entry Services' assistance, you can:
  • Optimize the client entry process
  • Better manage your book of business
  • Cost effectively scale your practice
  • Increase client retention with a state-of-the-art system
  • Speed adoption of clients on the system