Financial Document Scanning Services

Improve performance with paperless records.

Boost Efficiency with Paperless Documents

Does every office at your financial institution have a wall of filing cabinets filled with client files, including tax records and financial statements? Many banks, credit unions, and other financial institutions rely on paper documents for most of their business. Physical account applications, loan services, mortgage contracts, and essential tax returns limit your company’s reach by making clients apply in person. This system may have been the best option in the past, but it still leaves room for misfiled paperwork—not to mention that these paper documents occupy a large amount of space.

Switching from paper documents to digital formats makes the need for extra filing cabinets and complex management systems obsolete. In addition to opening office space by removing banks of filing cabinets from your institution, your staff will benefit from an easy-to-use document management system. Each paper document, including tax returns and financial statements, becomes a searchable file once it is converted to digital format, eliminating the need to read through multiple pages to locate the information you need. Digitized documents also make it easier for clients to fill out applications, make virtual deposits, and review contracts.

Converting your documents and filing systems to digital formats opens the possibility of increasing your financial institution’s efficiency and productivity, and DocCapture can help you make that transition. At DocCapture, we help you find the right financial document scanning services to make your paperless conversion possible. Our network of outstanding local and regional scanning service providers takes your physical files, including tax records, tax returns, and financial statements. It transforms them into an easy-to-manage digital file system tailored to your company.

Fill out the form for a free quote today and learn how financial document scanning services can improve your financial institution!

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The Best Document Scanning Services for Financial Institutions

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Should You Make the Switch to Paperless?

Working with paper files every day can not only be tedious but also costly for your financial institution. The more time your staff spends searching for the paperwork they need, the less time they have to focus on what truly matters—your clients. Keeping paper documents around your office can also lead to cluttered workspaces, misfiled documents, and entirely too many filing cabinets. When you make the switch to digital formats, these paper-based headaches disappear.

Partnering with a financial document scanning service opens the opportunity for your company to increase productivity by decreasing the time they spend looking through papers and ultimately reducing costs. Additionally, when you work with a scanning service, they remove the responsibility of storage and regulatory compliance by properly handling the physical copies of your documents.

Here's how financial document scanning services process your paper files:

  • First, you box all of your paper documents to prepare them for pickup—including mortgage documents, loan documents, client records, tax records, and tax returns.
  • Once you've prepared your files for pickup, your document scanning service loads your boxes into a truck and safely transports them to a secure scanning facility.
  • After the boxes arrive at the scanning facility, your provider uses scanners with optical character recognition (OCR) to convert your paper financial documents into your desired digital format.
  • Your financial institution is then ready to use the new files that are organized into your chosen electronic file management system.
  • The scanning service then either shreds, securely stores, or returns your physical copies in compliance with state and federal financial document regulations.

Using a document scanning service puts your financial institution in a better position to run more efficiently and keep your clients happy. Without paper slowing down your company’s workflow, your team can concentrate on the most important aspect of your business—your clients

How Can DocCapture Help Your Financial Institution?

At DocCapture, we understand that finding the right financial document scanning service to handle your files can be time-consuming. That’s why we've created a dependable local and regional scanning services network. By working with us, you partner with the proper provider for your financial institution.

Our providers offer various scanning services to meet your needs, including:

  • Mortgage Document Scanning: Create searchable, digitized mortgage documents to eliminate the need to keep thousands of pages of mortgage documents on hand.
  • Loan Document Scanning: With loan document scanning services, you can eliminate the hassle of keeping physical copies of financial data, loan applications, and documents.
  • Client Record Scanning: With an organized and searchable digital file management system, you can easily review client records, including tax records and financial statements.

We aim to streamline your document management process and make it easier for you to access and retrieve important information when needed. With our network of scanning services, you can trust that your financial documents will be securely scanned, organized, and stored in a way that is convenient and efficient for your financial institution. Say goodbye to the clutter of paper documents and hello to a more organized and digital way of managing your important records. Let us help you simplify your document management process today.

To learn more about what DocCapture can do to help you improve your financial institution, fill out the form to get a free quote today!