The New Year is quickly approaching, and there is no better time to establish a plan to get the office paper problem under control. In fact, a recent survey conducted by The Neat® Company, revealed that paper management is a primary business concern, due to the time required to file and retrieve paper documents.
To help achieve organization goals, Monica Monica Ricci - CPO®, author, and speaker – recommends The Neat Company’s digital filing system solutions: NeatDesk® and NeatReceipts®. Neat provides a quick and easy way to scan, organize, and store important business documents. Through OCR (optical character recognition) and parsing technology, Neat’s digital filing system creates a keyword searchable database making it easy to retrieve documents.
To go from paper-logged to paperless, Monica recommends small businesses follow these steps:
- Sort paper stacks into 3 categories: active, inactive, and reference.
- Scan and archive all inactive and reference materials. Neat’s OCR and parsing technology makes every word keyword searchable for easy retrieval.
- Tackle all active documents, receipts, and business cards. Neat’s software makes it easy to organize by client, document type, or date.
- Easily create reports, prep for tax time, and maintain business contacts with Neat’s internal tools.
“I recommend using The Neat Company’s products because it allows businesses to save a substantial amount of time and work in their quest to get organized,” Monica notes. “Best of all, when information is ordered and accessible, they spend less time filing and searching for documents, and more time devoted to growing their business.”
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