Shoe boxes are for Shoes
Speak to us today about transferring your data electronically. If your cupboards are filling with shoe boxes full of Bank Statemets, Contract Note PDF's and Dividend Statements. Then it's time to make the switch and start transferring your data electronically.
Bank Data:
Transfer bank transactions directly from the major banks to your accountant
Contract Notes:
Automate the transfer of your buy/sell information (including PDF's) from all major Australian Brokers
Dividend Statements:
Transfer dividend statements and holding balances electronically