Tips on Staying Organized for Small Business Owners

Do you know where your important documents are? As a small business owner, you have to deal with many important documents like your tax forms, lease agreements, mortgage papers, receipts, invoices, purchase orders and more! Are they all together in one safe, organized place? Probably not. You most likely have some of your documents stored in a filing cabinet at home, some others in your desk at the office, and your digital files floating around various email accounts, hard drives, and cloud storage services. The more advanced the world gets, the harder it seems to be to keep everything together.

How to Stay Organized?

Tip 1: Invest in an advanced digital filing system, like Neat. It gives you one place to store all your important information, and helps make that information easier to find, use, and share with others.

Tip 2:  Set up your scanner near where you open your mail. Anything that’s worth keeping goes into the scanner, where it’s digitized. The information is safe, and the physical mail can go straight to the recycling bin.

Tip 3: Integrate organization into your routine. Make it a habit to find 30 minutes every week to file away your important documents. Don’t let the pile grow!

Benefits of Using A Digitized Scanning Solution

• When it’s time to find that important piece of mail, just sign into your computer, phone or cloud and it’s there. No more rifling through piles of paper or trying to remember where you stashed something “so you wouldn’t lose it.”

• It’s easy to use and include in your routine!

• The time savings are immense. Once you begin using a digitized scanning solution, you will free up additional time almost immediately.

The Neat Solution: Smarter than the Average Scanner

Neat does more than just store and organize your documents. It actively parses the information you send it, pulling key information like contact info from business cards or tax amount, total, and vendor name from receipts. This information becomes easy to use – export it to other programs, instantly generate expense reports, and more. Just try doing that with paper.

It doesn’t matter if your information comes from paper or from a digital source; everything has a home in Neat. Between their smart scanners and their easy-to-use cloud service, Neat gives you a way to get everything into the same database. That means whether you need to find a digital receipt, a scanned copy of an invoice, or whatever else – if it’s important, you’ll know it’s in Neat.