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Industry Sectors
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Independent Financial Advisor
"Our IFA template provides a 'fast-start' filing system out-of-the-box.
Specially designed for Independent Financial Adviser professionals, the
template cuts project and implementation costs and allows the process of
moving to a less-paper office as quickly and painlessly as possible."
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Accountants
"The accountancy profession has unique requirements to consider when
storing and accessing clients files on a repeat basis year after year.
More than perhaps any other profession, work undertaken last year is an
invaluable reference (and of relevance) for the year following."
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