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Organize your documents

At this time of year, whether or not you organized last years paperwork will either be a big help to you or a big hindrance. If you did a great job of organizing your home and life, but a terrible job at organizing your financial paperwork, then we’d like to help you change that in 2015.

We’re not suggesting binders or shoe boxes,  instead, we’re looking at different services and software applications that are designed to make the process of keeping track of all of those slips of paper easier. By being software savvy and utilizing one of these programs, not only will you have organized papers with minimal effort, but you will be the envy of both your friends and family.

 Shoeboxed

shoeboxed-300x83This super efficient app and back-end program on your home laptop/pc might be the 2nd best thing since sliced bread. The app lets you track receipts on-the-go as well as giving you the ability to track your mileage. The smart phone app is free.

If you want to use Shoeboxed to keep track of all of your receipts, bill, business cards, etc., you can also sign up for an account online. There’s several options available: A free account will allow you to have five receipts processed each month — or you can manually enter as many as you’d like. If that just sounds like too much work, then you might want to consider a lite or classic account (both with monthly fees). With lite, you can actually stuff an envelope of your own, mail it to Shoeboxed and they’ll process the receipts, documents, etc. for you (up to 50 documents a month), or with classic, you’ll receive a pre-paid envelope which you can stuff with any documents you’d like scanned, and they’ll take care of it for you.

The online version of this also offers integration with your G-mail account to capture receipts. As mentioned earlier, the app for your phone is free. If you’re also interested in trying the expanded services available with one of the subscription based online versions, be sure to search for a coupon code as there are some out there that will save you money.

eDoc Organizer

edoc_logo_printThis document management software is toted as an easy to use solution where you store your documents in a cloud. You can access your documents from your phone, app, or on your laptop/pc.

eDoc Organizer uses labels instead of folders so you can assign multiple categories to a document instead of only one. This means that each document can be found under multiple categories, and each category can be combined with others to help find documents quickly. The program uses OCR (Optical Character Recognition) to make items very easy to find when searching for them. You can even specify various options that can help automate processes based on which folder the documents are imported from.

This program has a monthly fee starting at $10 with increases depending on the options you select.

Paperless

paperless-appicon-hrPaperless allows you to keep up and maintain the task of organizing all your receipts and documents, simply and easily, just like it should be.

Paperless for Mac and Paperless for Windows reduces your need to keep paper documents of any kind. Simply scan your receipts, bills, statements, warranty cards, business cards – any type of paper and the OCR function of Paperless recognizes the data and adds it to the Details Window. Make more notes, assign categories – all the tools you need for a neat and clean digital filing system is all right there in Paperless.

With Paperless, you can create a database for everything – financial to medical to those product manuals for all your tools hanging in your basement. Oh and, yeah, the fun stuff, like your 2nd grader’s pictures and all the other cool stuff she brings home from school. Store and organize it all, safe and secure.

Paperless offers two versions – the regular version and Paperless Lite. Paperless Lite is designed to provide simple digital receipt management, where you can create and store a digital version of just your receipts. With Paperless Lite, you can scan your receipts and create Smart Collections for easy organization and retrieval. Paperless Lite has the same OCR functionality of the full version so the more you scan, the more Paperless Lite will automatically fill in details. You can make notes, email, and print out the digital copy of your scanned receipts too. 

Paperless (both the regular and lite) are downloaded programs that you house on your laptop/mac/pc. There is no smart phone interface. The cost begins at $19.95 and increases depending on option chosen.

Scanner Applications

Most of these programs or applications require the use of a scanner to create PDFs.  You can find scanner apps available for your phone such as Genius Scan or TurboScan.

Make this the year that you get paper clutter under control.