Bulk digitisation services for CPA members

Secure, compliant digitisation for financial records and archive boxes

Convert paper records into accessible digital files with secure handling, accurate indexing and audit ready outputs.

Digitise and manage financial records with confidence

Many accounting practices are still managing years of client files and archive boxes that take up space, slow workflows and increase compliance effort. Our bulk digitisation service gives CPA members a simple way to convert physical records into secure, indexed digital files that are easy to search and access.

All work is completed in Australia with compliant handling and accurate indexing so practices can reduce storage costs and improve access to client information.

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What CPA members can access

A straightforward digitisation service designed to help practices manage older financial records more efficiently, securely and in line with audit expectations.


Bulk digitisation made simple and easy

  • Convert boxes of client files, receipts, workpapers and archived financial records into organised digital files your team can access quickly.


Secure handling and Australian processing

  • All work is completed in Australia. Your files remain within controlled, audited environments from collection through to delivery.


Structured indexing and audit ready outputs

  • Files are returned as structured digital records with clear indexing and consistent naming so they can be retrieved quickly during audits and reviews.
CPA partnership support

Free records assessment for CPA members

A free records assessment gives accounting practices a clear view of what’s involved before digitising older financial records. It helps identify material types, expected volumes, access needs and any compliance considerations so we can recommend the most suitable approach.

You’ll also receive a light budgeting estimate for potential digitisation work based on your current processes and requirements.

Book your records assessment

Review of current record storage and file types. A check of how client files, workpapers and archive boxes are stored today so we can understand the scale and condition of the material.

Understand system and workflow needs. We look at how your practice accesses information today and whether any integration, metadata or workflow requirements need to be considered.

Outline digitisation options and next steps. You’ll receive guidance on handling requirements, indexing needs, security expectations and a light budgeting estimate for potential digitisation work.

Built for regulated industries.

Specialised digitisation support for CPA practices that need reliable, audit-friendly outcomes.


Strong information security framework

All digitisation work is handled within controlled Australian facilities with strict security controls. Our environments are independently certified to ISO 27001:2022 and ISO 9001:2015 to give practices confidence in the way client records are processed.


Trusted by regulated industries

We support major Australian enterprises and government agencies with complex and high volume digitisation programs. The same handling, quality controls and governance frameworks are applied to CPA member projects of any size.


Australian data residency

All processing is completed in Australia. Files remain within secure facilities and do not leave the country, supporting data residency, privacy expectations and rapid turnaround times.


Clear audit trails and chain of custody

Every job follows structured workflows with tracking from collection through to delivery. This includes secure transport, documented handling and consistent audit ready outputs for compliance and review purposes.

Ready to take the next step?

Book a records assessment to explore how we can help you digitise smarter, reduce risk and unlock the value of your physical archives. Fill in your details and we’ll be in touch to arrange your complimentary assessment.