Migrating your data into Xplan.

If you're anything like our clients, the threat of an audit is never far from mind. What would you do if that happened? What if it was at your busiest time of year, could you spare the manpower?

You’re aware that all client files should be in Xplan, but don’t know how to do it. You have some of your files in there, but the majority are split between hard copies in filing cabinets, on hard drives or on memory sticks. This system kind of works, until that dreaded day that you get audited. All of a sudden, data management seems a lot more important.

Now imagine that all your client data was in one single location, which you could share with a click of a button.  You will become stress-free, organised and compliant. You’ll be able to self audit and remediate, giving you the peace of mind that you are prepared for anything. You’ll also save precious hours each time you need to access or update your client’s records, maximising the value of your business.

In this free guide, we will show you how to migrate all your data to Xplan in 8 simple steps.

• Get compliant ready and protect yourself in case of audit.
• Get your client data in a single easy to access location.
• Easy to follow step-by-step guide.
• Be able to self audit so you know your business is safe.