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!!
One thing I do is scan all my paper work to a PDF file. I put a link to the Epson scanner that I use at the bottom of this post. The softw...More
Google Drive and Google Docs are your friend. You can share documents and never worry about hitting file>save or backing up your system. I’v...More
I use quickbooks, it has a feature when you enter an invoice, bill, deposit, write a check or about anything else’s you can attach a file to...More
To all of you that scan files to be stored on the computer is there some clever way you name files and arrange folders to make retrieving th...More
I scan and save files to my computer.
Folder structure is like: My Files/Cargill/2019/2019-12-10settlement.pdf
So under the “my files” f...More
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. Th...More