BankLink Records Organiser

Do you have too many shoe-box clients? BankLink Records Organiser eliminates the need for you to sift through their receipts in order to begin their accounts.

Clients who use any of the tools for business owners will benefit from using the BankLink Records Organiser to file invoices, receipts and any other relevant records. It’s ideal for owner-operated small businesses that make up the majority of most practices’ client base.

BankLink Records Organiser is a folder containing tabs to show your clients where to place their records. Getting your clients to use BankLink Records Organiser improves record quality, speeds up turnaround and frees up your time to spend on account management.

The BankLink Records Organisers are ready for you to send out to your clients. Simply print the labels with your clients’ names and attach these to the spine of the folders.

With our Records Organisers you also receive:

Template letters to help you introduce the folders to your clients
A template for printing client details onto your folder labels
Copies of our Annual Checklists which are written to complement the Records Organisers

To download a Records Organiser order form, please click here.

For more information on BankLink Records Organisers, please call your Regional Manager on 0800 226 554.