Our Services

Records & Document Management Services

At Tradify Services, we understand that effective Records & Document Management is the backbone of any successful organization. Our comprehensive suite of services encompasses the entire lifecycle of your critical documents and records. We employ state-of-the-art technology and industry best practices to ensure your information is managed efficiently and securely.

Process & Digitization

Our process begins with a meticulous assessment of your existing document landscape. We identify areas for improvement, streamline workflows, and recommend tailored solutions. Digitization lies at the heart of our services, enabling seamless access to information while reducing physical storage needs.

Scanning & Application

We employ high-speed, high-resolution scanners to capture documents of various sizes and formats. Our specialized software ensures accurate and legible scans, facilitating easy retrieval and sharing. Our scanning process integrates seamlessly with your existing systems and applications.

Data Entry & EDMS

Precise and error-free data entry is crucial for a reliable record-keeping system. Our team of experts ensures that every piece of information is accurately transcribed into your chosen Electronic Document Management System (EDMS). This ensures swift retrieval and minimizes the risk of data loss.

Archiving & Document Control

Archiving is a critical aspect of records management. We establish robust archiving protocols to ensure compliance with legal and regulatory requirements. Our document control mechanisms guarantee that only authorized personnel have access to sensitive information.

Types of Documents Managed

  • Accounts Records
  • Employee Records
  • Purchases
  • Invoices
  • Estimates
  • Contracts
  • PDFs
  • Word Documents
  • Spreadsheets
  • Presentations
  • Drawings

Asset Information Management & Revision Control

Keeping track of changes to vital documents is paramount. Our revision control process ensures that you always have access to the most up-to-date versions of critical records.

Specialized Document Handling

  • Payroll Information
  • Employee Contracts
  • Health and Safety Reports
  • Bylaws and Policies
  • Employee Handbook
  • Job Descriptions
  • Financial Information
  • Insurance Information
  • Retirement Plan Information
  • Claims
  • Invoices and Transactions
  • Client Contracts
  • Proposals
  • Marketing Materials
  • Blog Posts
  • Style Guides
  • Sales Reports
  • Financial Statements
  • Tax Documents
  • Business Plans

With Tradify Services, your organization’s valuable information is in safe hands. We provide you with the peace of mind that comes from knowing your records and documents are managed with the utmost care and precision. Contact us today to streamline your document management processes and unlock new levels of efficiency and compliance.