apl Financial Pty Ltd, Accounting Planning Loans, Accountants and Business Advisors, Clayton, VIC

Paperless Home

As more and more correspondence, bills etc are emailed rather than mailed to your home control of incoming emails is critical in keeping on top of your records and paperwork.

Apl Financial has established a system and which allows you to move easily and conveniently to a home with less paper. Not only will you be greener, your records will be maintained in an orderly secure fashion allowing fast and easy access to all or any document.

Web-based secure electronic filing cabinet

As a client of Apl Financial your secure electronic filing cabinet has been established on our web site. The records placed in your secure filing cabinet can be viewed, printed and emailed from any computer which has internet access. You can also access your records with your mobile phone and your ipad.

Apl Financial will forward all documents and all correspondence via email. There will be exceptions of course and if this policy is not suitable please contact us.

Some documents forwarded to you will require a signature. Please print the page/s requiring a signature, sign and either scan and email or post back to our offices.

The complete and signed document will be uploaded to your secure electronic filing cabinet which is accessible at any time by visiting our secure web site and entering your password. Therefore there is no need to print and retain a copy of any document forwarded to you.

The level of internet security provided is comparable to the level provided by the major trading banks. Computer crashes on your computer or Apl Financial’s server will not jeopardise your documents or your access to your electronic filing cabinet.

You may also wish to use your electronic filing cabinet to scan/file some or all of your papers and documents. The electronic filing cabinet is formatted with proforma folders and protocols to assist the orderly filing and retrieval.  Embedded search software will also assist hassle free retrieval.

Whereever internet access is available you will be able to access your electronic filing cabinet, view, print or email your documents.

Kellie Martin (kellie@aplfinancial.com.au) and Janine Smith (janine@aplfinancial.com.au) who has recently joined Apl Financial, can assist with establishing passwords and operational issues.