records retention

 

 

We are WINNERS!!
 

Click HERE for more on Virtual Office News.

 

Financial Planners and Advisors

•Reduce staff time shuffling paper

•Improve client services and reduce overhead

•Protect and secure vital records

VIEW OUR FREE WHITE PAPER ON HOW WE CAN HELP YOU!

Read about us in Virtual Office News Jan 2006!

Updated in Virtual Office News March 2007!

Virtual Office News February 2008

 

 

Organize the Office

Create a "Paperless Office"
with CEO Image Systems Executive Assistant Software & Fujitsu's fi-5120C Scanner

Special pricing offered to Financial Clients!!!
 

scanning software

Executive Assistant®

Part #

  402.0
List Price
  $308.95  

Quantity

  each  

Manufacturer

  CEO Image Systems

Part Number

  Executive Assistant  
Full Description

Executive Assistant is a complete scanning and “paperless office” solution, designed to provide a standalone or small office networked deployment of up to 10 users the capability to scan, index, search and view paper documents.  Provides functions for backup and disaster recovery compliance.

 

Scans to popular image formats including TIFF, JPG, and PDF in B&W, grayscale, or color.  Store your files to local or network hard drive, or a spanned library of CDs.   Works with hundreds of scanners. For additional information, log onto http://www.ceoimage.com/EA.

 

Now works with Junxure!

Click HERE for more!

 

Contact:  Pat Denstaedt or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

 

EA for Scanning - $99

 

Don't need all the file and view options from our popular Executive Assistant® full version?
Just need the software to scan and clean up your documents?  EA for Scanning® is for you!

 

For information and to order, go to:  http://www.ceoimage.com/EA/ea_for_scanning_features.html

 

Now works with Junxure!

Click HERE for more!

 

Bundled Services for “QUICK START” Installation and Training

Quick Start Set-Up

CEO Image System is renowned for the technical expertise our staff can provide.  Our objective in deploying a “paperless office” system with a  member is for them to go live with the system as soon as possible.  The key to this is the support in setup and training our staff can provide.  “QUICK START” services are tailored to the technical features and scale of deployment for each individual project. 

For additional information or to download, log onto http://ceoimage.com/EA

ScanSnap S300 Instant PDF Sheet-Fed Scanner

ScanSnap S300

Product Specification Sheet

Take document scanning to a whole new level with the ScanSnap S300 mobile scanning solution. Whether its digitizing those receipts, bank statements or term papers at home or capturing mission critical documents on a business trip, ScanSnap takes scanning beyond the office and into your world.

It’s the world’s smallest duplex ADF scanner designed to provide best-in-class performance inside or outside of the home or office.
bulletView PDF and JPEG files with the thumbnail viewer
bulletArrange files with simple drag and drop actions
bulletEasily insert and delete images
bulletChange thumbnail display sizes
bulletAutomatically creates searchable PDF files
bulletQuick drag and drop to e-mail or to a printer

 

 

ScanSnap S500 Instant PDF
Sheet-Fed Scanner

List Price
  $495
Your Price
  $399

Quantity

  each  

Manufacturer

  Fujitsu

Part Number

  S500

Quantity

  each  

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

 

ScanSnap S500

Product Specification Sheet

Changing how documents are managed

Able to Scan an Incredible 18 Double-Sided Color Pages per Minute! (20% faster than the previous model!)  

Compact angular design that takes up less space than a letter sized piece of paper

Auto paper size detection

Auto de-skew

Auto blank page deletion

Supports Adobe® Acrobat® 7.0 Standard Included

Intel Mac Compatible The S500M supports both Power PC and Intel CPU.

The S500M is covered by a one-year Limited Warranty.

See the demo on ScanSnap scanners

 

ScanSnap S510 Instant PDF
Sheet-Fed Scanner

REBATE -- $50 through 3/31/08

List Price
  $495
Your Price
  $399

Quantity

  each  

Manufacturer

  Fujitsu

Part Number

  S510

Quantity

  each  

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

ScanSnap S510

Product Specification Sheet

Changing how documents are managed

Scan 18 double-sided pages per minute

Auto paper size detection

Auto de-skew

Auto blank page removal

Instantly create searchable PDF files

Scan directly to Microsoft® Office Applications

Scan business cards directly to your contacts database with the included CardMinder™ application.

The ScanSnap S510 scanner is covered by a one-year Limited Warranty.

See the demo on ScanSnap scanners

fi-5110C

Compact, Efficient Desktop Scanning

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

FI-5110C

Product Specification Sheet

Get paperwork out of the way with this powerful desktop scanning solution

True, 600-dpi optical resolution with dual-CCDs capture minute details

50-page automatic document feeder with double-feed detection

Fast, 15 ppm (simplex) / 30 ipm (duplex) scanning in monochrome and color

Includes high-speed USB 2.0 connectivity and Adobe Acrobat® 6.0 Standard, ScandAll 21 and QuickScan™ utilities

Reduce downtime with Fujitsu service and support

ScanPartner Duplex, Color and
B & W Document Scanner

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

 FI-5220C

Product Specification Sheet

Enhanced for the ultimate in speed and reliability.

Fast, 25-ppm/50-ipm scanning in color, monochrome and grayscale

True, 600-dpi optical resolution with dual-CCD scanning array captures minute details

First workgroup class scanners to offer ultrasonic double feed detection

Robust 50-page Automatic Document Feeder (ADF) for hard and embossed card scanning (Example: credit or healthcare cards)

Comes with Kofax VRS®, Adobe® Acrobat® Standard, ScandAll 21 and QuickScan™ utilities

One-year Limited Warranty with available Advance Exchange program

 

Duplex, Color and
B & W Document Scanner

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

FI-5120C

Product Specification Sheet

Enhanced for the ultimate in speed and reliability.

Fast, 25-ppm/50-ipm scanning in color, monochrome and grayscale

True, 600-dpi optical resolution with dual-CCD scanning array captures minute details

First workgroup class scanners to offer ultrasonic double feed detection

Robust 50-page Automatic Document Feeder (ADF) for hard and embossed card scanning (Example: credit or healthcare cards)

Comes with Kofax VRS®, Adobe® Acrobat® Standard, ScandAll 21 and QuickScan™ utilities

One-year Limited Warranty with available Advance Exchange program

 

Duplex, Color and
B & W Document Scanner

 

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

FI-5750C

Product Specification Sheet

Versatile production scanning with a twist!

Dependable performance that adapts to almost any situation.

Unique, 200-page automatic document feeder (ADF) swivels to accommodate different users and installations

Scans up to 57 ppm/114 ipm in color and monochrome at 300 dpi

Ultrasonic Double Feed Detection

Dual UltraSCSI and USB 2.0 interfaces integrate easily into most environments

Enhance productivity with Fujitsu service and support

 

 

Duplex, Color and
B & W Document Scanner

 

Contact:  Kim Miner or
Conrad Foster
Phone: (800)523-1066

Fax: (734)354-8758
Email:
sales@ceoimage.com

FI-5900C

Product Specification Sheet

High Volume Production Scanning at a Fraction of the Price.

Convert large volumes of paperwork to electronic data in a flash with this powerful high-volume production scanner

Fast, 120 ppm (simplex) / 240 ipm (duplex) scanning in monochrome and color (letter, landscape @ 300 dpi)

Triple Ultrasonic Double Feed Detection

500-page automatic document feeder and low profile, space saving design

Ultra Wide SCSI, USB 2.0, Kofax VRS Ultra Wide SCSI and Kofax VRS USB 2.0 connectivity

VRS 4.0 Plus hardware processing delivers excellent image

Going Paperless With CEO… we provide cost effective and powerful solutions for Financial Services Providers including Financial Planners, Bankers, Brokers, and Mortgage lenders.

CEO Image Systemsa full service provider of state of the art scanning and electronic document management software that enables your company with powerful tools to organize, store, and retrieve documents and records. CEO also provides outstanding consultation,  training, and help desk/technical support, and sells and provides service for a variety of scanners.

Fujitsu . . . manufacturing reliable high-speed duplex scanners with a variety of excellent features.

What do our clients think of us?

Solutions For The Real World

“CEO Image software gives us the tools to electronically organize and securely store new account forms, applications, monthly statements, and other client records.  We are eliminating paper, and finding the documents we need, NOW.”

Ralph Wendell,   Wendell  Financial

Reduce Paper, Improve Service, and Staff Efficiency

 CEO Image has 2 software products to help you achieve your objectives; Executive Assistant and Image Executive EDMS.  Both are designed to provide powerful and simple-to-use scanning and document management functionality; to get you up  and running, and GOING PAPERLESS faster.

•Flexible AND logical indexing methodologies

•Scan to universal formats such as TIFF, PDF, JPG.

 •Store documents to local or network drives

•Secure backup to WORM media such as CD

•Index other electronic files such as Word, and Excel

Free Virtual Office News Sample Newsletter and . . .

Free White Paper
Imaging Systems Designed Specifically for Financial Advisors and Financial Planners

The Virtual Office News monthly newsletter from David Drucker and Joel Bruckenstein brings you the latest on virtual office tools and technology.

Shows you how advisors are actually making the virtual office work for them.  Features guest columnists whose perspectives will add even further value to your subscription, and brings you a periodic "Price Watch" to tell you where to find the best prices on recommended hardware and software.   

Fill out this form to view 3 of these newsletters and our white paper on how we specialize in helping financial advisors and planners.

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