Ohana Bookkeeping is a planet conscious company, and we are also well organized. We love to scan all of our clients’ documents including bills, invoices, receipts, bank statements, etc. and save them onto a secure portal, while providing access to the client.
We offer a courier service where we come to your office once a month to pick up your documents, scan them, and either shred them or return them to your office the following month.
All scanned documents are saved and stored in SmartVault, our online secure portal. The scanned documents are first organized by year, and then by a subcategory such as bank statements or credit card statements. Each client receives their own logon information to SmartVault where they can view and download all documents scanned, and import other documents as well.
If the client is no longer in need of their physical documents after they are scanned and saved, the documents are put into a secure shredding bin where our shredders, Coastal Secure Shredding, come periodically to shred and recycle all documents.
This service may not be for everyone. There are clients who are very organized with a paper system, and that is great. This service is for those who have mass papers everywhere, and need their office space decluttered, so they have a better and more organized working environment. Plus, if you are ever audited by the IRS (hopefully that will never happen) all of your documents will be just a few clicks away and so easy to find.
Please call us at (714) 317-3603 or fill out our Contact Us form if you are interested in our services or have any questions.