Toronto, Ontario, Canada - Everything you need to confidently manage, track, and understand your finances.
Several years ago my home office was filled with filing cabinets storing a small forest of supporting documents for all my clients. Then I read an article about having a paperless office and my journey began. Today I have a two drawer filing cabinet, one drawer is documents I am saving for sentimental reasons; like my marriage certificate, and report cards!?
My first step to a paperless office required a few upgrades! I bought a second monitor to make viewing and posting at the same time possible without having to toggle back and forth between programs. Next I added a high speed scanner and after testing several I found the ScanSnap ix500 to be the most reliable, uncomplicated and easy to use.
Armed with the new upgrades in my office I set-out to find an online cloud file system to store my scanned documents and the options seemed endless; Google, Hubdocs, LedgerDocs, Microsoft 365, QuickBooks Online and many more. In future posts I will share with you my experiences and recommendations in getting out from under the pile of paper.
Although it may take time to initially set-up a paperless office; in the end it will save you time and money – less toner, paper and supplies are needed. The best part of this process is you really will be saving trees – an all important part of our environment.