Save time and effortHaving your information in one place means that you will fill forms with ease and speed, allow advisers quick and immediate access to information which can mean you get the deal you want without delay.
Use the software with your accountant, and they have access to your scanned documents, asset information and anything else they need. |
Save a lot of moneyThe software can keep track of your renewals so you don't miss expiry dates or renew with a cheaper option at the right time. Knowing what you have, such as insurances, will mean you don't spend money on services you already have.
When you die, your family will also save a lot of time, effort and money in sorting out your estate - one of the many objectives of this software. |
Secure + quickEncrypted, the information is useless to anyone but you. The software can even run from a USB stick (no installation on your computer required) meaning you choose where to save your information - even store the file on your mobile phone.
The information is not on the cloud, as our clients wanted the safest options available. |
Simple and immediate access to ALL your information, plus the following benefits:
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What you can save:
Event information, like:
Also, your license allows you to have a Mac version for free, or a PC version if you buy the Mac one.
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Watch the introductory 4 minute video for the Windows version (Mac also available)
A quick look at Inform by Data Organiser Ltd from Data Organiser on Vimeo.
This video takes a look at some of the features of Inform - software that will organise just about everything in your life.