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