FREE GUIDE: 8 steps to migrate your client data into XPLAN

If you're anything like our clients, the threat of an audit is never far from mind. What would you do if that happened? What if it was at your busiest time of year, could you spare the manpower? 

You’re aware that all client files should be in XPLAN, but don’t know how to do it. You have some of your files in there, but the majority are split between hard copies in filing cabinets, on hard drives or on memory sticks. This system kind of works, until that dreaded day you get audited. 

Now imagine that all your client data was in one single location, which you could share with a click of a button. You will become stress-free, organised and compliant. You can self audit and remediate, giving you the peace of mind you're prepared for anything. Sound good?

In this free guide, we show you how to migrate all your data to XPLAN in 8 simple steps.

• Get compliance ready and protect yourself in case of audit.
• Get your client data in a single easy to access location.
• Easy to follow step-by-step guide.
• Be able to self-audit so you know your business is safe.

Get your free copy now by clicking below