Verified FBN Member (MN)

General

Looking to Create a Digital Office

Looking for advice on a software system that can help eliminate the mountains of paperwork that rolls through my office on a yearly basis. I hate doing paper filing and no matter how careful I try to be, it seems like I misfile several items each year, probably because I'm in a hurry. Besides that, storing all these files takes up a large chunk of space in my office. Having things stored securely on the cloud somewhere seems like great insurance if the unthinkable were to happen and everything was lost to a disaster. Has anyone gone to a near paperless system? If so, is it efficient and simple to control and manage? Not overly expensive? I'll take whatever opinions you all have. Thanks!!

6


Verified FBN Member (NE)

I save receipt pdf's with the name in a verdor, date (y-m-d format) and keywords of "what it's for" format so I can search for it easily. Then save it all in a cloud share drive - pick your favorite.

Join Our Community!

This comment section is reserved for FBN members only.

If you're new, please create an account to view, reply to existing comments, or add new ones.