Benefits of being organised

Five reasons to sign up to the personal archive co

One place for all your important documents

Getting everything in one place takes a little discipline at first. Then maintaining your archive is quick and easy by adding any new items as they arrive.

Share important documents safely with family, friends and advisors

Create regular share accounts making important life documents always accessible to those who need them. Avoid email and securely share ID documents when they are asked for.

Never lose sight of an investment or savings account

People move house and job more than ever and its easy to forget to update all your providers. Using the personal archive, you will easily keep track on all your pensions and savings.

Find a proof of purchase fast when you need it

You won’t end up spending hours looking for things attached to emails. The personal archive helps find anything you need in seconds.

Organised documents safeguard your family

Everything in one place makes it easy to find important documents. If you die suddenly your loved ones can, stop outgoing expenses, cancel subscriptions, and remove the stress of probate admin.

Lets look at it another way;

You resolve to get fit or go on a diet and put time aside each day.

As time goes by you appreciate the results but you also know that missing a few days puts you back. Once you achieve your goals you still need to keep the daily routine going to maintain the benefits.

Unlike fitness or a diet, missing a few days doesn’t set you back at all. Everything you have done is still in place and doesn’t disappear. Resuming with a few minutes a day builds on what you have already achieved.

Let us show you how easy it is to get organised in small steps, sign up and try it yourself free and we will guide you to document organisation fitness.

customer testimonals

My taxes got really complicated in 2020 due to the pandemic. My wife and I had a lot more W2’s and 1099’s than we normally have. And because we were still in the pandemic lockdown, we didn’t want to meet in person with our accountant. The Personal Archive was the perfect solution. Not only could we securely send all the documents, but we could view the audit trail to make sure he looked at each one. This was a much easier and efficient way to do taxes.

Mark

Chicago

My fiancé and I were buying a new home and applying for a mortgage. The number of documents you need for a mortgage are insane: tax returns, W2’s, bank statements, client letters, cancelled checks, all going back years and all with very sensitive personal information. My fiancé and I were each instructed to upload them to the mortgage company’s portal. But we ran into a simple, but potentially fatal problem. He didn’t have any of his documents in digital form. Nor did he have a scanner. So I took them, scanned them, and put them into The Personal Archive. I gave him secure access to them so he could download them onto his computer and then upload them to the portal. And because the mortgage company’s portal sometimes lost documents, we were always able to easily find the document that needed to be reuploaded. The Personal Archive helped us get into our new home. Thanks.

Sandy

McHenry, Illinois

My mother was taken to the hospital after she fell at church. She didn’t have her purse with her, with her insurance cards, so when I got to the emergency room, I was bombarded with questions about her insurance, her medications and other conditions she had. Fortunately, my brother had uploaded her medication list, medical conditions and scans of her Medicare and supplemental insurance cards. He gave me access to those documents through my own account. I was able to log in while at the hospital and get all the information we needed.

Laura

Evergreen Park, Illinois

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