Financial Services Solutions

Your business is all about making money for your clients. And in that process a lot of paper is generated. Whether it’s applications, confirmations, statements or checks it all starts as paper and it all arrives in the mail. You add value for your clients in applying business acumen and market knowledge to managing their money. You don’t need to be weighed down by processing paper and depositing checks. Let Earth Class Mail give you back valuable time in the day by allowing you to manage your mail online. You stay in control but we do all of the work behind the scenes.

How does it work?

Select one or more of our addresses and direct all, or specific mail to the address. We receive your mail and show you an image of the envelopes that have arrived. From there you can sort your mail and instruct us to recycle or shred anything that you don’t want. For the important mail you can request content scans, and organize your scans into folders, download searchable PDF files to your PC, mobile device, even your iPhone. We'll keep the hard copy in a secure file until you're ready to have it either securely destroyed, or re-shipped to any address in the world. We can also electronically deposit any checks that come in your mail.

What does this mean to you?

You can stop using your valuable time handling mail, and do what you do best: build and grow a successful practice and add value for your clients. Now you have better, faster more flexible access to the documents you need to manage your clients, all easily shared if desired. Increased storage and more efficient filing and retrieval mean greater productivity for you, your business, and your clients.

Your Virtual Filing Cabinet:

All your documents are in one place so you can always be organized and productive.

• Organize and file documents into customized folders throughout multiple mailboxes.
• Quickly route and transfer documents with the click of a mouse.
• Easy document retrieval for audits and regulatory agencies.
• Archive documents digitally and/or store with us for secure physical storage without taking up space on your premises.
• Both electronic and hard copies are safe from disaster and theft.

Work from Anywhere at Anytime with Complete Access to Your Files:

You never know where you’ll be working from, or what you need when you get there. Now it doesn’t matter.

• Get PDF versions of scanned mail automatically transferred to your local hard drive.
• Backup copies are instantly available online for unlimited retrieval.
• Documents are searchable for specific text, terms, account numbers, etc.
• Access all your documents from your office, home office, or during a client meeting.
• Mobile apps give you even more access on the go.

Scale Your Business Without Adding Headcount:

As your business grows so does the amount of paper and non-essential administrative work. Earth Class Mail can manage all of that without you needing to add to administrative staff or take time away from billable professional staff.

• Improve service and response time by having all your documents at your fingertips.
• Stop transporting paper between offices, clients, and in and out of filing cabinets.
• Efficient, email-like interface takes just minutes for new users to learn.
• Electronically deposit checks and stop wasting time with deposit slips and trips to the bank.